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

Über die Autorin bzw. den Autor

Certified Financial Planner Board of Standards, Inc., is a nonprofit organization acting in the public interest by fostering professional standards in personal financial planning. The CFP Board sets and enforces the standards for CFP® certification, the recognized standard of excellence for personal financial planning. Individuals who successfully complete the 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. They are located in Washington, D.C.

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Students...Practitioners...Faculty

The Financial Planning Competency Handbook is a seminal work 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 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.

• Encompasses all of the major content areas of financial planning:
• General principles of financial planning
• Insurance planning
• Investment planning
• Income tax planning
• Retirement planning
• Estate planning
• Interpersonal communication
• Professional conduct and fiduciary responsibility
• Each topic is covered in full 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 purposes of practitioner mentorship
• Includes chapters on key learning objectives applicable for both academic and corporate settings

The Financial Planning Competency Handbook is destined to become the standard source for CFP® professionals, financial planners, financial advisors, and all professionals working in related professions.

Become a CFP® professional
United States: www.CFP.net/GetCertified or call 800-487-1497.
All other territories: www.fpsb.org
Test your knowledge online with almost 400 questions based on the 78 core competences covered in the book. Visit www.wiley.com/go/wileycfpboard 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/wileycfpboard for more details.

Aus dem Klappentext

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.