Our financial planning textbooks are uniquely designed to cover all topics and learning objectives outlined by the CFP Board.

Keir textbooks provide up-to-date coverage of all financial planning topics. Students will find examples that give real world reference, and they will encounter practice questions interspersed throughout the text to reinforce learning and assist comprehension of complex concepts.

Charts, tables, and exhibits are included to emphasize relationships among important points. Summaries help to organize and reinforce learning, and study tips are inserted at various points to give students the benefit of our educational expertise.

At the end of each topic, students will have 25 to 40 multiple choice application questions to reinforce concepts and to apply their knowledge to financial planning problems.


  • Designed to be used in both certificate and Bachelor Degree programs.
  • Each textbook contains a minimum of 12 real world practice cases.
  • Digital copies available.
  • Instructor resources available designed to increase student engagement.
Calculator Textbook
Estate Planning
Financial Plan Development
General Principles
Income Tax Planning
Insurance Planning
Intro to Financial Planning
Investment Planning
Retirement Planning