Practical Applications for Your Financial Calculator

Practical Applications for Your Financial Calculator

by James Tissot (Author)

James Tissot, CFP® is the Founder of Prism Planning, Inc. Tissot pursued his Bachelor s degree at the University of Michigan where he majored in Psychology and Philosophy. As Director of Career Development on the Board of the FPA-NY, he initiated a CFP® Education Program, providing a resource center and supplemental exam preparation to the chapter s CFP® candidates beginning his association with Keir Educational Resources. He continues his pro bono work with the terminally ill and has been quoted in several major publications as well and has appeared on a variety of talk shows as an expert on the subject. Mr. Tissot currently serves on the FPA Board of Directors.

Paperback: 394 pages
Publisher: Keir Educational Resources; 1st edition (November 1, 2011)
Language: English
ISBN-10: 1937404072
ISBN-13: 978-1937404079

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Provided Students Practical Applications for Questions They Will Face on Exams and for Client Situations

This book was created to strike a balance between the academic concepts of time value of money and the technical aspects of a calculator manual. Keir has produced a book that is both user-friendly and relevant to the students’ needs. The lessons are prepared to give students practical applications for questions they will face on exams and for client situations they will experience in their professional lives. The book includes the key strokes for the HP 10BII, HP 12 C, TI BAII Plus and HP17bII+.

Some of the topics covered are:

  • Basics - turning on the calculator, setting the decimal places, clearing, etc.
  • Time Value - Present value, future value, amortization, uneven cash flows
  • CFP® exam formulas sheet
  • Investment calculations - including standard deviation, duration, multiple dividend growth model, and many others

And as with all Keir materials, there are numerous practice questions to strengthen student understanding of the material. Keir also provides online pre- and post- tests to verify that students have achieved a minimal level of competency.


By Steve H
Rating: ★★★★
Good, but not much depth. Covers three or four different calculators, so not as much depth as I would like on my calculator.


By Michael E. Nicholson
Rating: ★★★★
I'm working towards a certified financial planning designation and found this book to be an excellent tutorial for the HP12C Business calculator. It is well-written and easy to follow. Well worth the money.

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