Required and Recommended Textbooks by Course by Institute of Business & Finance

REQUIRED AND RECOMMENDED TEXTBOOKS BY COURSE Course ID MS500 Required Text

Name of Course Certified Fund Specialist® (CFS®) Certified Fund Specialist 2011 edition by Institute of Business & Finance (IBF); published by IBF

Est. Cost $200 included in designation

Recommended Materials (publisher shown in parentheses):  Contrarian Investment Strategies (Simon & Schuster)  The Art of Asset Allocation (McGraw-Hill)  Tax Facts on Investments (National Underwriter)  Common Sense on Mutual Funds (John Wiley & Sons)  All About Index Funds (McGraw-Hill)  The Four Pillars of Investing (McGraw-Hill)  All About Bonds and Bond Mutual Funds and Bond ETFs (McGraw-Hill)  Getting Started in Mutual Funds (John Wiley)  Funding Your Future: Mutual Fund Guide (Grand Central Publishing)  Diversification and Portfolio Management of Mutual Funds (Palgrave)

Course ID MS510 Required Text

Name of Course Certified Annuity Specialist® (CAS®) Certified Annuity Specialist 2011 edition by Institute of Business & Finance (IBF); published by IBF

Est. Cost $200 included in designation

Recommended Materials (publisher shown in parentheses):  The Annuity Handbook (National Underwriter)  The Variable Annuity Handbook (National Underwriter)  The Truth About Buying Annuities (Berkley Press)  The Annuity Advisor (National Underwriter)

Course ID MS520 Required Text

Name of Course Certified Estate Planning Specialist™ (CES™) Estate Planning for Financial Planners 5th edition by Dalton and Langdon; published by Money Education, ISBN: 978-0-9801299-4-6.

Est. Cost $110 included in designation

Recommended Materials (publisher shown in parentheses):  Fundamentals of Estate Planning (The American College)  Estate Planning and Wealth Preservation (Warren, Gorham, Lamont)  CCH Financial and Estate Planning Guide (Commerce Clearing House)  Tools and Techniques of Estate Planning (National Underwriter) Course ID MS530 Required Text

Name of Course Certified Tax Specialist™ (CTS™) Income Tax Fundamentals 2011 edition by Whittenburg & Altus-Buller; published by South-Western/CENGAGE Learning, ISBN: 978-0538469197.

Est. Cost $150 included in designation

Recommended Materials (publisher shown in parentheses):  U.S. Master Tax Guide (CCH)  Tax Facts 1 and Tax Facts 2 (National Underwriter)  Income Tax & Financial Planning Quickfinder Handbook (Quickfinder, Inc.)  RIA’s Federal Tax Research & Planning Library (Thompson)  CCH’s Tax Planning Strategies (CCH)

Course ID MS540 Required Text

Name of Course Certified Income Specialist™ (CIS™) Certified Income Specialist 2011 edition by Institute of Business & Finance (IBF); published by IBF.

Est. Cost $200 included in designation

Recommended Materials (publisher shown in parentheses):  Retirement Plans (McGraw-Hill Irwin)  Fixed Income Analysis—CFA Institute Investment Series (Wiley)  Managing Investment Portfolios—CFA Institute Investment Series (Wiley)  Financial Planning for the Older Client (National Underwriter)  Tools of Retirement Income Planning (National Underwriter)

Course ID MS600 Required Text

Name of Course Financial Planning Practicing Financial Planning for Professionals 10th edition (2007) by Mittra/Sahu /Crane; published by Rochester Hills. ISBN- 978-0-9799855-0-8.

Est. Cost $80

Recommended Materials (publisher shown in parentheses):  Personal Finance: Theory and Practice (Your Money Education Resource)  Fundamentals of Financial Planning (The American College)  Personal Financial Planning Handbook (Warren, Gorham and Lamont)  Field Guide to Financial Planning (National Underwriter)  Readings in Financial Planning (The American College)

Course ID MS610 Required Text

Name of Course

Est. Cost

Investments Essentials of Investments 7th edition (2008) by Bodie/Kane/Marcus/McGraw Hill/Irwin. ISBN- 978-0-07-340517-9

$35

Recommended Materials (publisher shown in parentheses):  Fundamentals of Investments (Addison Wesley)  Investments (Thompson Southwesten)  Fundamentals of Investments for Financial Planning (The American College)  Investments: Analysis and Management (Thompson Southwestern)

Course ID MS620 Required Text

Name of Course

Est. Cost

Real Estate Real Estate Finance and Investments 14th edition (2008) by William B. Brueggeman and Jeffrey D. Fisher; published by McGrawHill Irwin. ISBN- 978-0073377339

$170

Recommended Materials (publisher shown in parentheses):  Real Estate Investment (South-Western)  Real Estate Principles: A Value Approach (McGraw-Hill/Irwin)  Personal Finance (McGraw-Hill/Irwin)  Reverse Mortgages (National Underwriter)  Real Estate Perspectives: An Introduction to Real Estate (McGraw-Hill/Irwin)

Course ID MS630 Required Text

Name of Course Portfolio Management Investment Analysis and Portfolio Management 9th edition by Reily and Brown; published by South-Western CENGAGE Learning, ISBN: 978-0-324-65612-1.

Est. Cost $250

Recommended Materials (publisher shown in parentheses):  Fundamentals of Financial Institutions Management (McGraw-Hill Irwin)  Managing Investment Portfolios (John Wiley & Sons)  International Financial Management (McGraw-Hill Irwin)  Intermediate Financial Management (Thomson South-Western)  International Financial Markets: Prices and Policies (McGraw-Hill Irwin)

Course ID MS640 Required Text

Name of Course

Est. Cost

Insurance Fundamentals of Insurance Planning 3rd edition (2009) by Burton T. Beam and Eric A. Wiening; published by The American College Press, ISBN: 1-932819-69-X.

$200

Recommended Materials (publisher shown in parentheses):  Fundamentals for Insurance for Financial Planning (The American College)  McGill’s Life Insurance (The American College)  Group Benefits: Basic Concepts and Alternatives (The American College)  Advanced Topics in Group Benefits (The American College)  Health and Long-Term Care Financing for Seniors (The American College)

Course ID MS650 Required Text

Name of Course Retirement Plans & Employee Benefits Retirement Planning and Employee Benefits for Financial Planners 5th edition by Michael A. Dalton; published by Money Education, ISBN: 978-0-9801299-1-5.

Est. Cost $118

Recommended Materials (publisher shown in parentheses):  Planning for Retirement Needs (The American College)  Pension Planning: Pensions and Other Deferred Plans (McGraw-Hill/Irwin)  Tools and Techniques of Employee Benefits (National Underwriter)

Course ID MS700 Required Text 1

Required Text 2

Name of Course The Financial Plan The Process of Financial Planning: Developing A Financial Plan 1st edition (2006) by Ruth H. Lytton, John E. Grable and Derek D. Klock; published by National Underwriter. ISBN- 0-87218-692-X. The Case Approach to Financial Planning: Writing A Financial Plan 1st edition (2008) by John E. Grable, Derek D. Klock and Ruth H. Lytton; published by National Underwriter. ISBN- 978-0-87218-669-9.

Est. Cost $80

$55

Recommended Materials (publisher shown in parentheses):  Clinical Interviewing (John Wiley)  All About Medicare (National Underwriter)  Stochastic Modeling: Predict Your Financial Future (Monitor Publishing)  Beyond Greed and Fear: Behavior Finance (Harvard Business Press)  Why Smart People Make Mistakes (Fireside Publishing)  Leadership and The One Minute Manager (William Morrow)  The New Life Insurance Investment Advisor (McGraw Hill)  Tax Facts on Investments (National Underwriter)  Tax Facts on Insurance & Employee Benefits (National Underwriter)  Your Clients for Life: Becoming a Successful Planner (Dearborn Publishing)  Seven Stages of Money Maturity: Understanding Money (Dell Publishing)  Social Security Source Book (National Underwriter)  Tools & Techniques of Financial Planning (National Underwriter)  Tools & Techniques of Practice Management (National Underwriter)  Protecting Your Practice (Bloomberg Press)  Getting Started as a Financial Planner (Bloomberg Press)  Money Harmony: Resolving Money Conflicts (Walker & Co.)  The Spooky Art: Some Thoughts On Writing (Random House)  On Writing: A Memior of the Craft (Scribner)