CFP Board’s Financial Planning Competency Handbook
CFP Board's Financial Planning Competency Handbook is the essential reference for those at any stage of the CFP® certification process, as well as a one-stop resource for practitioners looking to better serve their clients.
This fully updated second edition contains more than 90 chapters on the profession’s core body of knowledge, and features new case studies, links to new instructional videos, brand new content on connections diagrams, and a 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 that help you better connect with and guide your clients. Comprehensive, clear, and detailed, Financial Planning Competency Handbook, Second Edition guides you from student to practitioner, and is a reference that should be in every smart financial planner’s library.
CFP® professionals can also obtain 28 CE credit hours by taking and passing the online test that’s accessible using the free PIN code found at the back of the book.
Order the Financial Planning Competency Handbook from CFP Board through your online CFP Board account (access your account, and go to the “Online Store” tab to order.)
The Handbook can also be ordered from your favorite bookseller and is available in electronic format for iBooks, Kindle and Nook.
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"Let's Make a Plan" eNewsletter
CFP Board's monthly "Let's Make a Plan" eNewsletter for consumers includes helpful articles and information on financial planning. Get tips on a variety of personal finance topics so that you can get the most out of your financial plan.
Subscribe to "Let's Make a Plan" eNewsletter
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Consumer Guide to Financial Self-Defense
Consumers often fall victim to financial abuse at the hands of unethical and unqualified financial advisors. This guide describes "red flags" of potentially incompetent, unethical or illegal financial planning practices, and provides tips and guidance to protect yourself if you encounter them.
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Savings Fitness: A Guide to Your Money and Your Financial Future
Create your personal savings plan and prepare for retirement and other goals with this step-by-step guide created by the U.S. Department of Labor's Employee Benefits Security Administration (EBSA) and CFP Board. Included are customizable worksheets and calculators to help you get started with your plan.