CFP® Education Textbooks

CFP Board Financial Planning Competency Handbook

CFP Board Financial Planning Competency Handbook, 2nd Edition (US Edition)

This text offers practitioners, students, and educators a comprehensive overview of the Principal Topics in personal financial planning. Within the ninety chapters of the edition, core planning concepts are clearly explained and illustrated using diagrams and case studies. The Handbook can function as a valuable reference for experienced professionals and aspiring candidates for CFP® certification.

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The_Case_Approach_to_Financial_Planning-1

 

The Case Approach to Financial Planning: Bridging the Gap between Theory and Practice, 4th Edition

This text offers real-world financial planning scenarios and challenges aspiring planners to develop and implement effective solutions. Many of CFP Board’s Principal Topics are discussed from a plan integration perspective. This application-based edition provides students with strategies and planning practices to bring textbook theories to life in planning applications.

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The_Fundamentals_of_Writing_a_Financial_Plan

 

The Fundamentals of Writing a Financial Plan, 1st Edition

This text offers real-world financial planning scenarios and challenges aspiring planners to develop and implement effective solutions. Many of the CFP Board’s Principal Topics are discussed from a plan integration perspective. This application-based edition provides students with strategies and planning practices to bring textbook theories to life in planning applications.

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CFP® Exam Review Materials

Live Virtual Exam Prep Course

A comprehensive Exam Prep course taught by Brett Danko in an online setting.

895.00      CTA - Learn More

In-Person Exam Prep Course

A comprehensive Exam Prep course taught by Brett Danko. Attend live in Boston, Philadelphia and Newark.

995.00      CTA - Learn More
 

Brett Danko’s Flash Cards (Hard copy version)

The complete set of flash cards from Brett Danko.

75.00 (includes S/H)     CTA - Add to Cart

Brett Danko’s Flash Cards (Interactive online version)

An interactive online version of flash cards from Brett Danko that can be accessed on all devices.

50.00     CTA - Add to Cart
 

Access the CFPquestions.com Test Bank

Access 1,500+ questions written in the CFP® Exam question style. Focus on weak areas with our unique sorting feature.

195.00      CTA - Learn More
 


The suggested Financial Calculator is the HP 12C.

Bryant's curriculum teaches the HP 12C keystrokes, but if you are comfortable using a different financial calculator, please feel free to use your prefered model. You can purchase the HP 12C from Amazon.