CFP Board Financial Planning Competency Handbook
TheFinancialPlanning Competency Handbookis 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, theFinancial Planning Competency Handbookis 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.