06662nam 2200781 450 991053415510332120230807221015.01-119-64247-71-119-09498-41-119-09500-X(CKB)3710000000444127(EBL)2090106(SSID)ssj0001515145(PQKBManifestationID)12550775(PQKBTitleCode)TC0001515145(PQKBWorkID)11481182(PQKB)10962288(PQKBManifestationID)16393941(PQKB)21636866(MiAaPQ)EBC4041003(DLC) 2015019920(MiAaPQ)EBC2090106(Au-PeEL)EBL4041003(CaPaEBR)ebr11077286(CaONFJC)MIL812255(OCoLC)910009558(Au-PeEL)EBL2090106(EXLCZ)99371000000044412720150724h20152015 uy 0engur|n|---|||||txtccrCFP Board financial planning competency handbook /Charles R. Chaffin, editor ; Certified Financial Planner Board of Standards, IncSecond edition.Hoboken, New Jersey :Wiley,2015.©20151 online resource (945 p.)Wiley finance seriesIncludes index.1-119-09496-8 CFP Board Financial Planning Competency Handbook; Contents; Acknowledgments; About the Book; Preface; Notes; About the Practice Questions; About the Contributors; Part One Introduction; Chapter 1 Theory and Practice; Part One; Chapter Introductions; Student-Centered Learning Objectives Based on CFP Board Principal Topics; In Class; Bloom's Taxonomy; Professional Practice Capabilities; In Practice; Part Two; Part Three; Notes; Chapter 2 Function, Purpose, and Regulation of Financial Institutions; Connections Diagram; Introduction; Learning Objective; Rationale; In ClassProfessional Practice CapabilitiesIn Practice; Rebecca; Janie; Notes; Chapter 3 Financial Services Regulations and Requirements; Connections Diagram; Introduction; Learning Objectives; Rationale; In Class; Professional Practice Capabilities; In Practice; Shaylea; Jorge; Notes; Chapter 4 Consumer Protection Laws; Connections Diagram; Introduction; Learning Objective; Rationale; In Class; Professional Practice Capabilities; In Practice; Sarah; Wilma; Notes; Chapter 5 Fiduciary; Connections Diagram; Introduction; Learning Objective; In Class; Professional Practice Capabilities; In PracticeAmandaChapter 6 Financial Planning Process; Connections Diagram; Introduction; Learning Objectives; Rationale; In Class; Professional Practice Capabilities; In Practice; Prospective Client; Kariga; Notes; Chapter 7 Financial Statements; Connections Diagram; Introduction; Learning Objectives; DuPont System; In Class; Professional Practice Capabilities; In Practice; Patricia; Notes; Chapter 8 Cash Flow Management; Connections Diagram; Introduction; Learning Objectives; In Class; Professional Practice Capabilities; In Practice; Thomas; Joseph; Chapter 9 Financing Strategies; Connections DiagramIntroductionLearning Objectives; In Class; Professional Practice Capabilities; In Practice; Clarence and Robin; Stanley and Simone; Chapter 10 Economic Concepts; Connections Diagram; Introduction; Learning Objectives; In Class; Professional Practice Capabilities; In Practice; Pema; Notes; Chapter 11 Time Value of Money; Connections Diagram; Introduction; Ordinary Annuities and Annuities Due; Even and Uneven Cash Flows; Serial Payments; Learning Objectives; In Class; Professional Practice Capabilities; In Practice; Brad and Emily; Alba and Douglas; David; NoteChapter 12 Client and Planner Attitudes, Values, Biases, and Behavioral FinanceConnections Diagram; Introduction; Learning Objectives; In Class; Professional Practice Capabilities; In Practice; Myra; Myra's Learning Style; Notes; Chapter 13 Principles of Communication and Counseling; Connections Diagram; Introduction; Learning Objectives; Rationale; In Class; Professional Practice Capabilities; In Practice; Haley; Mr. and Mrs. Jones; Notes; Chapter 14 Debt Management; Connections Diagram; Overview; Learning Objectives; Rationale; In Class; Professional Practice Capabilities; In PracticeThe Home Purchase DecisionThe official CFP guide for career excellence CFP Board Financial Planning Competency Handbook is the essential reference for those at any stage of CFP certification and a one-stop resource for practitioners looking to better serve their clients. This fully updated second edition includes brand new content on connections diagrams, new case studies, and new instructional videos, and a completely 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 to help you better connect with and guide your clients, alongside the detailed financial knowledge you need to perform to the highest expectations as a financial planner. The only official CFP Board handbook on the market, this book contains over ninety chapters that are essential for practitioners, students, and faculty. Whether a practitioner, student, or faculty member, this guide is the invaluable reference you need at your fingertips. Comprehensive, clear, and detailed, this handbook forms the foundation of the smart financial planner's library. Each jurisdiction has its own laws and regulations surrounding financial planning, but the information in this book represents the core body of knowledge the profession demands no matter where you practice. CFP Board Financial Planning Competency Handbook guides you from student to practitioner and far beyond, with the information you need when you need it.Wiley FinanceFinancial plannersInvestment advisorsFinance, PersonalFinancial planning industryFinancial planners.Investment advisors.Finance, Personal.Financial planning industry.32.024 Chaffin Charles R.Certified Financial Planner Board of Standards, Inc.MiAaPQMiAaPQMiAaPQBOOK9910534155103321CFP Board financial planning competency handbook2780685UNINA