CFP Board Financial Planning Competency Handbook (Wiley Finance) - Hardcover

CFP Board

Hardcover

ISBN 10: 1119094968 ISBN 13: 9781119094968

Publisher: Wiley, 2015

Synopsis

The official CFP guide for career excellence

CFP Board Financial Planning Competency Handbook is the essential reference for those at any stage of CFP 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. The only official CFP Board handbook on the market, 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. CFP Board Financial Planning Competency Handbook guides you from student to practitioner and far beyond, with the information you need when you need it.

About this title

About the Author

Certified Financial Planner Board of Standards, Inc. (CFP Board) is a non-profit organization acting in the public interest by fostering professional standards in personal financial planning. CFP Board sets and enforces the standards for CFP certification, the recognized standard of excellence for personal financial planning. Individuals who successfully complete CFP Board's initial and ongoing certification requirements―including requirements related to education, examination, experience, and ethics―are awarded the right to use the CFP certification marks. CFP certification identifies financial planners who are true professionals in one of the fastest growing and exciting careers today, allowing the public to find professionals qualified to provide competent and ethical financial planning services delivered with a fiduciary standard of care, putting the client's best interests first. CFP Board is located in Washington, D.C.

From the Back Cover

PRACTITIONERS...STUDENTS...FACULTY

The Second Edition of the CFP Board Financial Planning Competency Handbook is written for the financial planning profession as a whole. Designed to serve students pursuing the CFP designation as well as CFP practitioners and professionals working within related fields, the CFP Board 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 CFP Board Financial Planning Competency Handbook is the standard source for CFP professionals, financial planners, financial advisors, and all professionals working in related fields.

Become a CFP 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.

CFP professionals can also choose to obtain the full 28 CE credit hours by taking and passing the test. Visit www.wiley.com/go/wileycfpboard2e for more details.

From the Inside Flap

Become a CFP 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.

CFP professionals can also choose to obtain the full 28 CE credit hours by taking and passing the test. Visit www.wiley.com/go/wileycfpboard2e for more details.

The Second Edition of the CFP Board Financial Planning Competency Handbook offers a comprehensive reference that focuses on all stages of the CFP certification process and serves as a one-stop resource for students, faculty, and working professionals. The revised text includes an in-depth exploration of the major content areas associated with financial planning including estate planning, taxation, investments, principles of communication, and more. This edition also goes beyond explaining the theoretical aspects of financial planning and reviews the techniques used within the practice in order to address a wide range of needs and objectives. In addition, the text's illustrative vignettes describe situations and contexts that financial planning practitioners encounter every day.

Thoroughly updated, the book includes new content on connections diagrams, fresh case studies, and a completely new section devoted to the interdisciplinary nature of financial planning. In addition to the detailed financial knowledge needed to perform at the highest levels as a financial planner, the text contains information from a range of fields such as psychology, behavioral finance, communication, and marriage and family therapy to help better understand and guide clients.

CFP Board Financial Planning Competency Handbook is the only official CFP Board handbook available and contains the core information needed to perform in any financial planning context. Comprehensive, clear, and detailed, this handbook forms the foundation of the savvy financial planner's library.

Edition details

• Publisher: Wiley
• Publication date: 2015
• Language: English
• ISBN 10: 1119094968
• ISBN 13: 9781119094968
• Binding: Hardcover
• Edition number: 2
• Number of pages: 944