Certified Financial Planner Board of Standards, Inc. announced today
that it has completely revised and updated its popular reference guide
for financial planning students and practitioners. Financial
Planning Competency Handbook, Second Edition, published by John
Wiley & Sons, Inc. (NYSE: JWA and JWB), is available now in bookstores
and through major online retailers.
The fully updated second edition includes brand new content based upon
the new Principal Knowledge Topics developed through the most recent Job
Task Analysis. Each of these topics are explored from both a
theoretical as well as a practical perspective through connections
diagrams, practitioner profiles, and vignettes. There is also a detailed
case that runs through each stage of the financial planning process. In
addition, a completely new section is devoted to the interdisciplinary
nature of financial planning, including diverse fields like psychology,
behavioral finance, communication, the aging population, and marriage
and family therapy.
“The financial planning profession has evolved significantly in the two
years since the Financial Planning Competency Handbook was
first published. The second edition has been revised accordingly, giving
financial planning practitioners, students and educators a one-stop
resource on issues facing today’s financial planning professionals as
they seek to meet their clients’ changing needs,” said the book’s
editor, CFP Board Director of Academic Programs and Initiatives Dr.
Charles Chaffin. “With nearly two-thirds of the handbook’s content brand
new, CFP Board is continuing to work to expand the body of knowledge in
the financial planning profession.”
Thirty-nine volunteers from academia and the profession contributed to
the 88-chapter, 944-page book, which is available in hardcover and
e-book formats. Each chapter is dedicated to one of CFP Board’s 72 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.
Those who purchase the book will get a code to access an online
test bank with over 400 practice questions based on 72 core
competencies covered in the book. For an additional cost, the publisher
is offering 28 continuing education credit hours to CFP® professionals
who take and successfully complete the online exam.
Contact the publicist:
Melissa Connors
Publicity Manager
mconnors@wiley.com
201-748-6834