Resources from CFP® Board
Provided Tax Tables and Formulas
Code of Ethics and Standards of Conduct
Roadmap to the Code of Ethics and Standards of Conduct
CFP® Certification Marks Guide
Financial Calculator Resources
HP 12c Calculator Keystrokes (from BIF)
HP 12c Calculator (from Amazon)
HP 12c Quick Guide (from Hewlett Packard)
HP 10bII+ Calculator (from Amazon)
HP 10bII+ User Manual (from Hewlett Packard)
Other Resources
Provided Formulas with Explanations (from BIF)
Text-to-speech reader (NaturalReader)
Supplemental Textbooks
The textbooks listed below are excellent supplemental resources that complement the BIF / Bryant University Online CFP Education Program. While not required, they are recommended by the BIF CFP instructor team for students who wish to take some of their reading offline. Have textbook questions? Please send to enrollment@bostonifi.com.
CFP Handbook: A general overview of the Principal Topics
CFP Board Financial Planning Competency Handbook, 2nd Edition (US Edition)
National Underwriter Books
Use Coupon Code: BIF20
Course 1 - Introduction to Financial Planning:
The Tools & Techniques of Financial Planning, 14th Edition
Course 2 - Insurance Planning and Risk Management:
The Tools & Techniques of Insurance Planning and Risk Management, 5th Edition
2024 Tax Facts on Insurance & Employee Benefits
Course 3 - Investment Planning:
The Tools & Techniques of Investment Planning, 5th Edition
2024 Tax Facts on Investments
Course 4 - Tax Planning
The Tools & Techniques of Income Tax Planning, 8th Edition
2024 Tax Facts Individuals & Small Business
Course 5 - Retirement Planning and Employee Benefits
The Tools & Techniques of Employee Benefit and Retirement Planning, 18th edition
Course 6 - Estate Planning
The Tools & Techniques of Estate Planning, 21st Edition
Course 7 - The Financial Planning Capstone
The Fundamentals of Writing a Financial Plan, 2nd Edition
The Case Approach to Financial Planning: Bridging the Gap between Theory and Practice, 5th Edition