The Financial Planning Competency Handbook

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The Financial Planning Competency Handbook is a comprehensive source for the knowledge, actions, and contexts associated with personal financial planning. The book encompasses all of the major content areas associated with practice, from estate planning, taxation, investments, and principles of communication. This book goes beyond explaining theoretical content, but explores specific techniques used within financial planning practice to serve a variety of needs and objectives. There are 164 vignettes in this book that outline situations and contexts that financial planning practitioners encounter on a daily basis. Students will benefit from definitions of all of the key concepts associated within financial planning, as well as how these concepts come alive within financial planning practice. Faculty teaching in financial planning programs and related disciplines can see how higher order cognitive thinking can be facilitated within the classroom or online learning platform relative to each of the major content areas. Practitioners will benefit from the identification of three levels of expertise relative to each of the content areas, assisting them in self-assessment relative to their own performance as well as enabling them to develop better mentorship programs for their employees. From CFP Board, the Financial Planning Competency Handbook is a comprehensive exploration of the concepts, actions, and contexts associated within financial planning. This book is designed to accompany both a student throughout their program of study as well as sit on the desks of practitioners serving clients around the world.
Whether you're studying to become a financial planner or a practitioner looking for a comprehensive reference to help serve your clients' needs, this is the ultimate guide. Developed by Certified Financial Planner Board of Standards, Inc. (CFP Board), the Financial Planning Competency Handbook gives you everything you need to meet the daily challenges of your current or future profession. This all-inclusive handbook covers the entire list of nearly 90 vital topics on integrated financial planning, including such major components as: * General Principles of Finance and Financial Planning * Insurance Planning * Employee Benefits Planning * Investment and Securities Planning * State and Federal Income Tax Planning * Estate Tax, Gift Tax, and Transfer Tax Planning * Retirement Planning * Estate Planning * Principles of Communication and Counseling * And more

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