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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Financial Self-Defense For Seniors
Financial Self-Defense for Seniors describes 10 “Red Flags” – common situations in which older Americans are vulnerable to financial abuse – and provides warning signs of financial abuse; real-life situations in which seniors were taken advantage of; and advice for seniors and their families for guarding against such abuse. Order a free printed copy
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Order CFP Board’s Consumer Guide to Financial Self-Defense
CFP Board has teamed up with the U.S. General Services Administration to make available a brochure educating consumers about how to identify a qualified financial advisor and providing tips to avoid "red flags" that may signal an unqualified financial advisor. We encourage you to share this brochure with your clients and potential clients. Order a free printed copy
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Order CFP Board’s What is the CERTIFIED FINANCIAL PLANNER™ Certification?
CFP Board has developed a brochure for CFP® professionals to educate current and prospective clients about the importance of certification and working with a CFP® professional. The dimensions of this brochure are 4" by 9 " and will fit in a regular business envelope. Sold in packs of 20.
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Blog: "Let's Talk Planning"
Weekly blog posts from our team of CFP Board Ambassadors provide consumer-oriented tips, strategies and insights about financial planning. CFP® professionals can share blog posts with their clients and prospective clients, or use the posts as topics for client discussions.
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"Let's Make a Plan" eNewsletter
CFP Board's monthly "Let's Make a Plan" eNewsletter provides consumer-orieneted information about financial planning, consumer alerts, financial planning tools and resources and much more. CFP® professionals can share items from the newsletter with their clients and prospective clients, or use the articles as topics for client discussions.
Subscribe to "Let's Make a Plan" eNewsletter
Read the latest "Let's Make a Plan" eNewsletter
Copyright Permission Request Form
CFP Board will generally grant permission to use content or reprint additional copies of copyrighted materials upon a user's written request.
In order to receive CFP Board's written consent, please complete the online Copyright Permission Request form and CFP Board's Trademark Department will review your request and notify you by email if your request has been approved or if we require more information.
You may also Download the Copyright Permission Request form (PDF, 49KB) and send the completed form to CFP Board by mail or fax to:
Certified Financial Planner Board of Standards, Inc.
Attention: Trademark Department
1425 K Street NW #800
Washington, DC 20005