The Financial Planning Competency Handbook

The Financial Planning Competency Handbook

By: CFP Board (author)eBook


Whether you’re studying to become a financial planner or apractitioner looking for a comprehensive reference to help serveyour clients' needs, this is the ultimate guide. Developed byCertified Financial Planner Board of Standards, Inc. (CFP Board),the Financial Planning Competency Handbook gives youeverything you need to meet the daily challenges of your current orfuture profession.

This all-inclusive handbook covers the entire list of nearly 90vital topics on integrated financial planning, including such majorcomponents as:

  • General Principles of Finance and Financial Planning
  • Insurance Planning
  • Employee Benefits Planning
  • Investment and Securities Planning
  • State and Federal Income Tax Planning
  • Estate Tax, Gift Tax, and Transfer Tax Planning
  • Retirement Planning
  • Estate Planning
  • Principles of Communication and Counseling
  • And more

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Product Details

  • publication date: 17/02/2015
  • ID: 9781118677636
  • series: Wiley Finance
  • book language: en
  • publisher: Wiley
  • publisher imprint: Wiley

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