Financial Planning Competency Handbook

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® 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.

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® 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.