Financial planning competency handbook / Charles R. Chaffin, editor.

Format:

Book

Contributor:

Chaffin, Charles R., editor.

Series:

Wiley Finance

Language:

English

Subjects (All):

Finance, Personal.

Financial planners.

Physical Description:

1 online resource (892 p.)

Edition:

Second edition.

Place of Publication:

Hoboken, New Jersey : Wiley, 2015.

Summary:

The official guide for exam success and career excellence Financial Planning Competency Handbook, Second Edition is the essential reference for those at any stage of 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. 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. Financial Planning Competency Handbook, Second Edition guides you from student to practitioner and far beyond, with the information you need when you need it.

Contents:

Series; Title page; Copyright; Acknowledgments; About the Book; Preface; NOTES; About the Practice Questions; About the Contributors; PART ONE Introduction; 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; 2 Function, Purpose, and Regulation of Financial Institutions; CONNECTIONS DIAGRAM; INTRODUCTION; LEARNING OBJECTIVE; IN CLASS; PROFESSIONAL PRACTICE CAPABILITIES; IN PRACTICE; NOTES

3 Financial Services Regulations and RequirementsCONNECTIONS DIAGRAM; INTRODUCTION; LEARNING OBJECTIVES; IN CLASS; PROFESSIONAL PRACTICE CAPABILITIES; IN PRACTICE; NOTES; 4 Consumer Protection Laws; CONNECTIONS DIAGRAM; INTRODUCTION; LEARNING OBJECTIVE; IN CLASS; PROFESSIONAL PRACTICE CAPABILITIES; IN PRACTICE; NOTES; 5 Fiduciary; CONNECTIONS DIAGRAM; INTRODUCTION; LEARNING OBJECTIVE; IN CLASS; PROFESSIONAL PRACTICE CAPABILITIES; IN PRACTICE; 6 Financial Planning Process; CONNECTIONS DIAGRAM; INTRODUCTION; LEARNING OBJECTIVES; IN CLASS; PROFESSIONAL PRACTICE CAPABILITIES; IN PRACTICE; NOTES

7 Financial StatementsCONNECTIONS DIAGRAM; INTRODUCTION; LEARNING OBJECTIVES; IN CLASS; PROFESSIONAL PRACTICE CAPABILITIES; IN PRACTICE; NOTES; 8 Cash Flow Management; CONNECTIONS DIAGRAM; INTRODUCTION; LEARNING OBJECTIVES; IN CLASS; PROFESSIONAL PRACTICE CAPABILITIES; IN PRACTICE; 9 Financing Strategies; CONNECTIONS DIAGRAM; INTRODUCTION; LEARNING OBJECTIVES; IN CLASS; PROFESSIONAL PRACTICE CAPABILITIES; IN PRACTICE; 10 Economic Concepts; CONNECTIONS DIAGRAM; INTRODUCTION; LEARNING OBJECTIVES; IN CLASS; PROFESSIONAL PRACTICE CAPABILITIES; IN PRACTICE; NOTES; 11 Time Value of Money

CONNECTIONS DIAGRAMINTRODUCTION; LEARNING OBJECTIVES; IN CLASS; PROFESSIONAL PRACTICE CAPABILITIES; IN PRACTICE; NOTE; 12 Client and Planner Attitudes, Values, Biases, and Behavioral Finance; CONNECTIONS DIAGRAM; INTRODUCTION; LEARNING OBJECTIVES; IN CLASS; PROFESSIONAL PRACTICE CAPABILITIES; IN PRACTICE; NOTES; 13 Principles of Communication and Counseling; CONNECTIONS DIAGRAM; INTRODUCTION; LEARNING OBJECTIVES; IN CLASS; PROFESSIONAL PRACTICE CAPABILITIES; IN PRACTICE; NOTES; 14 Debt Management; CONNECTIONS DIAGRAM; OVERVIEW; LEARNING OBJECTIVES; IN CLASS; PROFESSIONAL PRACTICE CAPABILITIES

IN PRACTICE15 Education Needs Analysis; CONNECTIONS DIAGRAM; INTRODUCTION; NEEDS ANALYSIS CALCULATION; LEARNING OBJECTIVES:; IN CLASS; PROFESSIONAL PRACTICE CAPABILITIES; IN PRACTICE; 16 Education Savings Vehicles; CONNECTIONS DIAGRAM; INTRODUCTION; LEARNING OBJECTIVES; IN CLASS; PROFESSIONAL PRACTICE CAPABILITIES; IN PRACTICE; 17 Financial Aid (Education); CONNECTIONS DIAGRAM; INTRODUCTION; LEARNING OBJECTIVES; IN CLASS; PROFESSIONAL PRACTICE CAPABILITIES; IN PRACTICE; 18 Gift and Income Tax Strategies (Education); CONNECTIONS DIAGRAM; INTRODUCTION; LEARNING OBJECTIVES; IN CLASS

PROFESSIONAL PRACTICE CAPABILITIES

Notes:

Includes index.

Description based on print version record.

ISBN:

9781119642497

1119642493

9781119095019

1119095018

9781119095026

1119095026

9781119094661

1119094666

OCLC:

1103606100