By CFP Board
CFP Board monetary making plans Competency Handbook is the fundamental reference for these at any level of CFP certification and a one-stop source for practitioners seeking to greater serve their consumers. This totally up to date moment variation comprises fresh content material on connections diagrams, new case stories, and new tutorial video clips, and a very new part dedicated to the interdisciplinary nature of monetary making plans. you will achieve insights from varied fields like psychology, behavioral finance, communique, and marriage and family members remedy that will help you greater hook up with and advisor your consumers, along the specific monetary wisdom you must practice to the top expectancies as a monetary planner. the single reputable CFP Board guide out there, this ebook includes over 90 chapters which are crucial for practitioners, scholars, and faculty.
Whether a practitioner, scholar, or school member, this consultant is the worthwhile reference you would like at your fingertips. finished, transparent, and distinct, this guide varieties the root of the shrewdpermanent monetary planner's library.
Each jurisdiction has its personal legislation and rules surrounding monetary making plans, however the details during this ebook represents the middle physique of data the career calls for irrespective of the place you perform. CFP Board monetary making plans Competency Handbook publications you from scholar to practitioner and much past, with the knowledge you wish for those who desire it.
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Extra resources for CFP Board Financial Planning Competency Handbook (Wiley Finance)
CFP Board Financial Planning Competency Handbook (Wiley Finance) by CFP Board