CFP Program Cost and Materials

Registration Fee:

The registration fee is $750 per course for classroom based courses. The registration fee is subject to change without prior notice.

Additional Expenses:

The course registration fee does not include textbooks, Keir supplemental materials, and other supplies (including an HP 10bii business calculator).

Payment:

Enrollment is limited and taken on a first come, first serve basis. Complete the registration for the course you are interested in and submit with the registration fee. Without payment, registration does not reserve your seat in the course.

If a participant cancels, written notification must be received 10 working days prior to the course start date. If written notification is received less than 10 working days before the course start date, a 75% refund will be granted. Once the course has started, no refunds will be granted.

Required Textbooks:

CourseTextbookAuthorPublisherPurchase
CFIN201 Fundamentals of Financial Planning, 5th Edition Michael Dalton, James Dalton, Joseph Gillice, Thomas Langdon Money Education Online
CFIN201 Insurance Planning, 6th Edition Michael Dalton, James Dalton, Joseph Gillice, Thomas Langdon Money Education Online
CFIN202 Investment Planning: Concepts and Strategies, 1st Edition James Dalton, James Forjan Money Education Online
CFIN203 Income Tax Planning, 11th Edition Thomas Langdon, E. Vance Grange, Michael Dalton Money Education Online
CFIN204 Retirement Planning and Employee Benefits, 14th Edition James Dalton, Michael Dalton Money Education Online
CFIN205 Estate Planning, 11th Edition Michael Dalton, Thomas Langdon Money Education Online
CFIN206 Cases in Financial Planning: Analysis and Presentation, 3rd Edition Michael Dalton, James Dalton, Katheleen Oakley Money Education Online

Keir Educational Resources (optional materials):

These materials are ordered directly from Keir Educational Resources. Most courses require the course book and case study book that goes with that subject area. Mention you are a student in the Minnesota State University, Mankato program and receive a 10% discount on course materials.

Phone: 1-800-795-5347