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CFP Board’s Financial Planning Competency Handbook Now Available

Apr 03, 2013

CFP Board's first book, the Financial Planning Competency Handbook, is now available from booksellers nationwide. Published by highly respected academic publisher John Wiley & Sons, Inc., the Handbook is designed for the entire financial planning profession — including students, professors and practitioners — and provides a theoretical framework for many of the major content areas in financial planning as well as real-world guidance for practicing professionals.

“The Financial Planning Competency Handbook is a seminal work for the financial planning profession, and it serves as a comprehensive handbook for CFP® professionals who are already practicing, students, those who are candidates for CFP® certification, faculty and those interested in the profession,” said CFP Board CEO Kevin R. Keller, CAE. “CFP Board is actively working to build upon an academic foundation for financial planning as a profession, with this book adding to the body of knowledge.”

The 85-chapter, 735-page book was edited by CFP Board’s Dr. Charles Chaffin, Director of Academic Programs and Initiatives. Twenty-one volunteers from academia and the profession contributed to the book. Each chapter is dedicated to one of CFP Board’s 78 topic areas, bringing together theory and practice through an overview of what a CFP® professional should know in theory as well as how it works in the real world through vignettes.


CFP® professionals can order print copies the Financial Planning Competency Handbook from CFP Board through their online CFP Board accounts (log in, access your account, and look for the Handbook in the "Online Store" section of your account).

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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CFP Board’s leadership and representatives are available for interviews and speaking engagements on personal finance, the financial planning profession, CFP Board and the CFP® designation.

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Did You Know?

Among clients who work with an advisor, 87% of those working with a CFP® professional are satisfied or very satisfied, compared with 72% of those who work with an advisor without certification.
Anyone can call himself a “financial planner.” Only professionals who meet CFP Board’s rigorous standards can call themselves CERTIFIED FINANCIAL PLANNER™ professionals.
The 2013 Household Financial Planning Survey shows that those with a financial plan feel more confident and report more success managing money, savings and investments than those without a plan.
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