The Financial Planning Competency Handbook

The Financial Planning Competency Handbook

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Whether youa€™re studying to become a financial planner or a practitioner looking for a comprehensive reference to help serve your clients' needs, this is the ultimate guide. Developed by Certified Financial Planner Board of Standards, Inc. (CFP Board), the Financial Planning Competency Handbook gives you everything you need to meet the daily challenges of your current or future profession. This all-inclusive handbook covers the entire list of nearly 90 vital topics on integrated financial planning, including such major components as: General Principles of Finance and Financial Planning Insurance Planning Employee Benefits Planning Investment and Securities Planning State and Federal Income Tax Planning Estate Tax, Gift Tax, and Transfer Tax Planning Retirement Planning Estate Planning Principles of Communication and Counseling And more... need to understand and be able to explain the rationales behind both active and passive investment strategies, compare and contrast the ... For example, many investors believe in some form of the efficient market hypothesis (EMH) and conclude that active management ... including fundamental analysis, tactical allocation, sector rotation, market timing, and sometimes even technical analysis methods.

Title:The Financial Planning Competency Handbook
Author:CFP Board
Publisher:John Wiley & Sons - 2013-04-03


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