Financial Planning Competency Handbook

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PRACTITIONERS...STUDENTS...FACULTY The Second Edition of the Financial Planning Competency Handbook is written for the financial planning profession as a whole. Designed to serve students pursuing the CFP(r) designation as well as CFP(r) practitioners and professionals working within related fields, the Financial Planning Competency Handbook is the only official CFP Board guide to the full range of knowledge and skills associated with financial planning. This book addresses the fundamental content knowledge, actions, and contexts needed for successful financial planning practice. * The book encompasses all of the major content areas of financial planning: * General principles of financial planning * Insurance * Investments * Income tax * Retirement planning * Estate planning * Interpersonal communication * Includes one case study that runs through each step of the financial planning process * Interdisciplinary focus, incorporating theory from related disciplines and their applications to financial planning practice * Each topic is covered in its own dedicated chapter * Each chapter features learning activities, assessment tools, and recommended readings * Outlines specific levels of expertise relative to each of the topic areas for practitioner mentorship * Includes chapters on key learning objectives applicable for both academic and corporate settings The Financial Planning Competency Handbook is the standard source for CFP(r) professionals, financial planners, financial advisors, and all professionals working in related fields. Become a CFP(r) professional United States: www.CFP.net/GetCertified or call 800-487-1497. All other territories: www.fpsb.org Test your knowledge with almost 400 questions based on the financial planning topics and steps of the financial planning process covered in this book. Visit www.wiley.com/go/wileycfpboard2e to take the test online using your free pin code found at the back of this book.
The official guide for exam success and career excellence Financial Planning Competency Handbook, Second Edition is the essential reference for those at any stage of certification and a one-stop resource for practitioners looking to better serve their clients. This fully updated second edition includes brand new content on connections diagrams, new case studies, and new instructional videos, and a completely new section devoted to the interdisciplinary nature of financial planning. You'll gain insights from diverse fields like psychology, behavioral finance, communication, and marriage and family therapy to help you better connect with and guide your clients, alongside the detailed financial knowledge you need to perform to the highest expectations as a financial planner. This book contains over ninety chapters that are essential for practitioners, students, and faculty. Whether a practitioner, student, or faculty member, this guide is the invaluable reference you need at your fingertips. Comprehensive, clear, and detailed, this handbook forms the foundation of the smart financial planner's library. Each jurisdiction has its own laws and regulations surrounding financial planning, but the information in this book represents the core body of knowledge the profession demands no matter where you practice. Financial Planning Competency Handbook, Second Edition guides you from student to practitioner and far beyond, with the information you need when you need it.

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