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CFP Board Financial Planning Competency Handbook (Wiley Finance), by CFP Board
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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.
- Sales Rank: #180840 in Books
- Published on: 2015-08-03
- Original language: English
- Number of items: 1
- Dimensions: 9.25" h x 2.10" w x 6.55" l, .0 pounds
- Binding: Hardcover
- 944 pages
Most helpful customer reviews
3 of 4 people found the following review helpful.
CFP credits require an additional fee
By Amazon Customer
Beware.....if you are a CFP and want the 28 credits for continuing ed there is an additional fee of $95 that is not mentioned anywhere here.
2 of 3 people found the following review helpful.
Five Stars
By M. Posey
This is the definitive book on the practice.
1 of 2 people found the following review helpful.
Five Stars
By Amazon Customer
Fantastic condition
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