Students.Practitioners.Faculty The Financial Planning Competency Handbook is a seminal work for the financial planning profession as a whole. Designed to serve students pursuing the CFP® designation as well as CFP® practitioners and professionals working within related fields, the Financial Planning Competency Handbook is the only official CFP Board guide to the full range of knowledge and skills associated with financial planning. This book addresses the fundamental content knowledge, actions, and contexts needed for successful financial planning practice. Encompasses all of the major content areas of financial planning: General principles of financial planning Insurance planning Investment planning Income tax planning Retirement planning Estate planning Interpersonal communication Professional conduct and fiduciary responsibility Each topic is covered in full in its own dedicated chapter Each chapter features learning activities, assessment tools, and recommended readings Outlines specific levels of expertise relative to each of the topic areas for purposes of practitioner mentorship Includes chapters on key learning objectives applicable for both academic and corporate settings The Financial Planning Competency Handbook is destined to become the standard source for CFP® professionals, financial planners, financial advisors, and all professionals working in related professions. Become a CFP® professional United States: www.CFP.

net/GetCertified or call 800-487-1497. All other territories: www.fpsb.org Test your knowledge online with almost 400 questions based on the 78 core competences covered in the book. Visit www.wiley.com/go/wileycfpboard to take the test online using your free pin code found at the back of this book. CFP® professionals can also choose to obtain the full 28 CE credit hours by taking and passing the test.

Visit www.wiley.com/go/wileycfpboard for more details.