LEADER 06628nam 2200769 450 001 9910813775303321 005 20230807221015.0 010 $a1-119-64247-7 010 $a1-119-09498-4 010 $a1-119-09500-X 035 $a(CKB)3710000000444127 035 $a(EBL)2090106 035 $a(SSID)ssj0001515145 035 $a(PQKBManifestationID)12550775 035 $a(PQKBTitleCode)TC0001515145 035 $a(PQKBWorkID)11481182 035 $a(PQKB)10962288 035 $a(PQKBManifestationID)16393941 035 $a(PQKB)21636866 035 $a(DLC) 2015019920 035 $a(Au-PeEL)EBL4041003 035 $a(CaPaEBR)ebr11077286 035 $a(CaONFJC)MIL812255 035 $a(Au-PeEL)EBL2090106 035 $a(MiAaPQ)EBC4041003 035 $a(OCoLC)1103606099 035 $a(EXLCZ)993710000000444127 100 $a20150724h20152015 uy 0 101 0 $aeng 135 $aur|n|---||||| 181 $ctxt 182 $cc 183 $acr 200 00$aCFP Board financial planning competency handbook /$fCharles R. Chaffin, editor ; Certified Financial Planner Board of Standards, Inc 205 $aSecond edition. 210 1$aHoboken, New Jersey :$cWiley,$d2015. 210 4$dİ2015 215 $a1 online resource (945 p.) 225 0 $aWiley finance series 300 $aIncludes index. 311 $a1-119-09496-8 327 $aCFP 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 Class 327 $aProfessional 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 Practice 327 $aAmandaChapter 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 Diagram 327 $aIntroductionLearning 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; Note 327 $aChapter 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 Practice 327 $aThe Home Purchase Decision 330 $aThe official CFP guide for career excellence CFP Board Financial Planning Competency Handbook is the essential reference for those at any stage of CFP certification and a one-stop resource for practitioners looking to better serve their clients. This fully updated second edition includes brand new content on connections diagrams, new case studies, and new instructional videos, and a completely new section devoted to the interdisciplinary nature of financial planning. You'll gain insights from diverse fields like psychology, behavioral finance, communication, and marriage and family therapy to help you better connect with and guide your clients, alongside the detailed financial knowledge you need to perform to the highest expectations as a financial planner. The only official CFP Board handbook on the market, this book contains over ninety chapters that are essential for practitioners, students, and faculty. Whether a practitioner, student, or faculty member, this guide is the invaluable reference you need at your fingertips. Comprehensive, clear, and detailed, this handbook forms the foundation of the smart financial planner's library. Each jurisdiction has its own laws and regulations surrounding financial planning, but the information in this book represents the core body of knowledge the profession demands no matter where you practice. CFP Board Financial Planning Competency Handbook guides you from student to practitioner and far beyond, with the information you need when you need it. 410 0$aWiley Finance 606 $aFinancial planners 606 $aInvestment advisors 606 $aFinance, Personal 606 $aFinancial planning industry 615 0$aFinancial planners. 615 0$aInvestment advisors. 615 0$aFinance, Personal. 615 0$aFinancial planning industry. 676 $a32.024 702 $aChaffin$b Charles R. 712 02$aCertified Financial Planner Board of Standards, Inc. 801 0$bMiAaPQ 801 1$bMiAaPQ 801 2$bMiAaPQ 906 $aBOOK 912 $a9910813775303321 996 $aCFP Board financial planning competency handbook$93986028 997 $aUNINA