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Copyright © 2015 by Certified Financial Planner Board of Standards, Inc. All rights reserved.
Published by John Wiley & Sons, Inc., Hoboken, New Jersey.
Published simultaneously in Canada.
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Library of Congress Cataloging-in-Publication Data:
Financial planning competency handbook.
CFP Board financial planning competency handbook / CFP Board. – Second Edition.
pages cm. – (Wiley finance series)
Includes index.
ISBN 978-1-119-09496-8 (cloth)
ISBN 978-1-119-09500-2 (ePDF)
ISBN 978-1-119-09498-2 (ePub)
1. Financial planners. 2. Investment advisors. 3. Finance, Personal. 4. Financial planning industry. I. Certified Financial Planner Board of Standards. II. Title.
HG179.5.F5663 2015
332.024 – dc23
A work of this magnitude could not come to fruition without the commitment of a large number of dedicated, accomplished individuals. First, I want to thank the 39 contributors, consisting of practitioners, researchers, and educators from within the profession and beyond, who shared their scholarship and practice experience for this book. I am grateful for their generosity and collaboration throughout this immense project. I suspect that as you read each chapter, you will witness the dedication of these individuals to both this book as well as the profession as a whole. I want to thank them for allowing me to pester them incessantly regarding deadlines, revisions, and content. They are a respected group of individuals with whom I am lucky to have had the pleasure to collaborate throughout this important project.
Thank you to Tula Batanchiev, Stacey Rivera, Laura Walsh, and all of my friends at John Wiley & Sons for their help throughout this process. Wiley continues to be a wonderful partner in this important endeavor, encouraging creative ideas and helping us expand the body of knowledge for this young yet dynamic profession.
I would like to thank the board of directors at CFP Board for their unwavering commitment to this project. I also would like to thank the CFP Board Education and Examinations staff for their years of hard work in helping develop and refine the certification requirements that help serve as the basis for this book. I am grateful to the Professional Standards, Marketing, and Public Relations departments for their generosity in supporting several key components of this project. Also, thank you to Lisa Braverman and Nancy Odenthal for their assistance in providing some vital support to this immense, year-long endeavor.
