UID:
almafu_9959327100802883
Format:
1 online resource
Edition:
Second edition.
ISBN:
9781119095002
,
111909500X
,
9781119094982
,
1119094984
,
9781119642473
,
1119642477
,
9781119642497
,
1119642493
Series Statement:
Wiley finance series
Uniform Title:
Financial planning competency handbook.
Content:
The 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.
Note:
Includes index.
,
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 Class -- Professional Practice Capabilities -- In 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 -- Amanda -- Chapter 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.
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In Practice -- Thomas -- Joseph -- Chapter 9 Financing Strategies -- Connections Diagram -- Introduction -- Learning 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 -- Chapter 12 Client and Planner Attitudes, Values, Biases, and Behavioral Finance -- Connections 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 -- The Home Purchase Decision -- Funding College Expenses: The Debt Dilemma -- Chapter 15 Education Needs Analysis -- Connections Diagram -- Introduction -- Needs Analysis Calculation -- Learning Objectives -- In Class -- Professional Practice Capabilities -- In Practice -- Stephanie and Ryan -- Chapter 16 Education Savings Vehicles -- Connections Diagram -- Introduction -- 529 College Savings Plan -- The Health and Education Exclusion Trust -- Traditional or Roth IRA.
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Coverdell Education Savings Accounts (CESA) -- Series EE and Series I Savings Bond -- Variable Universal Life Insurance (VUL) -- Crummey Trust -- UGMA/UTMA Assets -- Learning Objectives -- In Class -- Professional Practice Capabilities -- In Practice -- Ben and Colleen -- Chapter 17 Financial Aid (Education) -- Connections Diagram -- Introduction -- Learning Objectives -- In Class -- Professional Practice Capabilities -- In Practice -- Betsy -- Joel and Charmaine -- Chapter 18 Gift and Income Tax Strategies (Education) -- Connections Diagram -- Introduction -- Learning Objectives -- In Class -- Professional Practice Capabilities -- In Practice -- Mason and Emily -- Henry and Jasper -- Chapter 19 Education Financing -- Connections Diagram -- Introduction -- Learning Objective -- In Class -- Professional Practice Capabilities -- In Practice -- Marcus and Stacey -- Shaun and Tyler -- Chapter 20 Principles of Risk and Insurance -- Connections Diagram -- Introduction -- Learning Objectives -- In Class -- Professional Practice Capabilities -- In Practice -- Marilyn and Jonathan -- Skyla and Brent -- Nancy -- Notes -- Chapter 21 Analysis and Evaluation of Risk Exposures -- Connections Diagram -- Introduction -- Learning Objectives -- In Class -- Professional Practice Capabilities -- In Practice -- Marie and George -- Franklin -- Chapter 22 Health Insurance and Health Care Cost Management -- Connections Diagram -- Introduction -- Learning Objectives -- In Class -- Professional Practice Capabilities -- In Practice -- Jacob -- Aretha -- Carlos -- Note -- Chapter 23 Disability Income Insurance (Individual) -- Connections Diagram -- Introduction -- Learning Objectives -- In Class -- Professional Practice Capabilities -- In Practice -- Patricia -- William -- Notes -- Chapter 24 Long-Term Care Insurance -- Connections Diagram -- Introduction -- Learning Objectives.
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In Class -- Professional Practice Capabilities -- In Practice -- Dale and Jaquatta -- Madeline -- Emma and Donald -- Notes -- Chapter 25 Annuities -- Connection Diagram -- Introduction -- Frequency of Contributions -- Distribution Alternatives -- Distribution Options -- Investment Options -- Taxation of Annuities -- During Accumulation -- During Distribution -- Fees and Charges in Annuities -- Pension Protection Act of 2006 -- Learning Objectives -- In Class -- Professional Practice Capabilities -- In Practice -- Ann -- Notes -- Chapter 26 Life Insurance (Individual) -- Connections Diagram -- Introduction -- Learning Objectives -- In Class -- Professional Practice Capabilities -- In Practice -- Miriam -- Georgette and Willem -- Notes -- Chapter 27 Business Uses of Insurance -- Connections Diagram -- Introduction -- Learning Objectives -- In Class -- Business Transfer and Key Person Protection -- Non-Qualified Benefits -- Professional Practice Capabilities -- Business Transfer -- Non-Qualified Benefits -- In Practice -- Zhang Wei and Li Yin -- Rafael and Angela -- Dan, Cindy, and Sean -- Jim -- Notes -- Chapter 28 Insurance Needs Analysis -- Connections Diagram -- Introduction -- Learning Objective -- In Class -- Professional Practice Capabilities -- In Practice -- Marie and Steve -- Chapter 29 Insurance Policy and Company Selection -- Connections Diagram -- Introduction -- Learning Objectives -- In Class -- Professional Practice Capabilities -- In Practice -- Stuart and Liza -- Chapter 30 Property and Casualty Insurance -- Connections Diagram -- Introduction -- Learning Objectives -- In Class -- Professional Practice Capabilities -- In Practice -- Cheyenne and Elijah -- Chrysanthos -- Note -- Chapter 31 Characteristics, Uses, and Taxation of Investment Vehicles -- Connections Diagram -- Introduction -- Learning Objectives -- In Class.
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Professional Practice Capabilities -- In Practice -- Rebecca -- Mike -- Note -- Chapter 32 Types of Investment Risk -- Connections Diagram -- Introduction -- Learning Objectives -- In Class -- Professional Practice Capabilities -- In Practice -- Rosemary and James -- Chapter 33 Quantitative Investment Concepts -- Connections Diagram -- Introduction -- Learning Objectives -- In Class -- Professional Practice Capabilities -- In Practice -- Rodolfo and Henrietta -- Chapter 34 Measures of Investment Returns -- Connections Diagram -- Introduction -- Learning Objectives -- In Class -- Professional Practice Capabilities -- In Practice -- Robert and Mary -- Note -- Chapter 35 Asset Allocation and Portfolio Diversification -- Connections Diagram -- Introduction -- Learning Objectives -- In Class -- Professional Practice Capabilities -- In Practice -- Harry -- Missy -- Notes -- Chapter 36 Bond and Stock Valuation Concepts -- Connections Diagram -- Introduction -- Learning Objectives -- In Class -- Professional Practice Capabilities -- In Practice -- Georgette -- Tobe and Steve -- Notes -- Chapter 37 Portfolio Development and Analysis -- Connections Diagram -- Introduction -- Learning Objectives -- In Class -- Professional Practice Capabilities -- In Practice -- Robert and April -- Chapter 38 Investment Strategies -- Connections Diagram -- Introduction -- Learning Objectives -- In Class -- Professional Practice Capabilities -- In Practice -- George -- Kenneth -- Chapter 39 Alternative Investments -- Connections Diagram -- Introduction -- Learning Objective -- In Class -- Professional Practice Capabilities -- In Practice -- Sabrina and Evan -- Chapter 40 Fundamental Tax Law -- Connection Diagram -- Introduction -- Learning Objectives -- In Class -- Professional Practice Capabilities -- In Practice -- John and Susan -- Jose and Alexandra -- Gloria.
Additional Edition:
Print version: Hoboken, New Jersey : John Wiley & Sons, Inc., [2015] ISBN 9781119094968
Language:
English
Keywords:
Electronic books.
;
Electronic books.
;
Electronic books.
URL:
https://onlinelibrary.wiley.com/doi/book/10.1002/9781119642473
URL:
https://onlinelibrary.wiley.com/doi/book/10.1002/9781119642497
URL:
https://onlinelibrary.wiley.com/doi/book/10.1002/9781119642473
URL:
https://onlinelibrary.wiley.com/doi/book/10.1002/9781119642497
URL:
https://onlinelibrary.wiley.com/doi/book/10.1002/9781119642473
URL:
https://onlinelibrary.wiley.com/doi/book/10.1002/9781119642497
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