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Wiley to Publish CFP Board's First-Ever Financial Planning "Handbook"

Jul 10, 2012

Certified Financial Planner Board of Standards, Inc. announced today that John Wiley & Sons, Inc. (NYSE: JWa, JWb) will publish a first-of-its-kind competency handbook for financial planning. This new handbook, which is expected to be published in March 2013, will feature approximately 90 chapters that have implications for practitioners, educators and students interested in becoming personal financial planners. The handbook will also be available as an e-book on all major e-readers.

“The financial planning profession has long needed a book that encompasses not just the tactical pieces of putting together a financial plan, but also the academic underpinnings of a growing discipline,” said CFP Board Chief Executive Officer Kevin R. Keller, CAE. “We are very pleased to work with Wiley on this book, which serves as a marker in the continued evolution of the financial planning profession.”

The Financial Planning Competency Handbook will discuss the theoretical content, actions, and contexts that are necessary in financial planning practice. This handbook, designed for the entire profession of financial planning, will provide a theoretical framework for many of the major content areas in financial planning, while also providing real-world guidance for practicing professionals. It will also contain competency levels relative to financial planning practice as well as avenues for furthering student achievement in financial planner preparation programs. There will also be more than 100 vignettes that outline specific contexts in financial planning practice as well as the necessary decisions and actions of the practitioner within those settings.

“We’re thrilled to partner with CFP Board to publish The Financial Planning Competency Handbook. This book fits perfectly with our mission at Wiley Global Finance to provide the finance community worldwide with must-have content they can rely on,” said Joan O’Neil, Wiley’s Vice President & Group Executive Publisher responsible for global finance and accounting publishing within the Professional/Trade Division.


ABOUT CFP BOARD: The mission of Certified Financial Planner Board of Standards, Inc. is to benefit the public by granting the CFP® certification and upholding it as the recognized standard of excellence for competent and ethical personal financial planning. The Board of Directors, in furthering CFP Board's mission, acts on behalf of the public, CFP® certificants and other stakeholders. CFP Board owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements. CFP Board currently authorizes more than 66,000 individuals to use these marks in the United States.

CONTACT:
Dan Drummond, Director of Public Relations
P: 202-379-2252
M: 202-550-4372
E: ddrummond@CFPBoard.org
Twitter: @CFPBoardmedia

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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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