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. Become a CFP professional United States: www.CFP.net/GetCertified or call 800-487-1497. All other territories: www.fpsb.org Test your knowledge with almost 400 questions based on the financial planning topics and steps of the financial planning process covered in this book. Visit www.wiley.com/go/wileycfpboard2e to take the test online using your free pin code found at the back of this book. The 'Second Edition' of the 'Financial Planning Competency Handbook' offers a comprehensive reference that focuses on all stages of the CFP(R) certification process and serves as a one-stop resource for students, faculty, and working professionals. The revised text includes an in-depth exploration of the major content areas associated with financial planning including estate planning, taxation, investments, principles of communication, and more. This edition also goes beyond explaining the theoretical aspects of financial planning and reviews the techniques used within the practice in order to address a wide range of needs and objectives. In addition, the text's illustrative vignettes describe situations and contexts that financial planning practitioners encounter every day. Thoroughly updated, the book includes new content on connections diagrams, fresh case studies, and a completely new section devoted to the interdisciplinary nature of financial planning. In addition to the detailed financial knowledge needed to perform at the highest levels as a financial planner, the text contains information from a range of fields such as psychology, behavioral finance, communication, and marriage and family therapy to help better understand and guide clients. The 'Financial Planning Competency Handbook' contains the core information needed to perform in any financial planning context. Comprehensive, clear, and detailed, this handbook forms the foundation of the savvy financial planner's library. Certified Financial Planner Board of Standards, Inc. (CFP Board) is a non-profit organization acting in the public interest by fostering professional standards in personal financial planning. CFP Board sets and enforces the standards for CFP(R) certification, the recognized standard of excellence for personal financial planning. Individuals who successfully complete CFP Board's initial and ongoing certification requirements--including requirements related to education, examination, experience, and ethics--are awarded the right to use the CFP(R) certification marks. CFP(R) certification identifies financial planners who are true professionals in one of the fastest growing and exciting careers today, allowing the public to find professionals qualified to provide competent and ethical financial planning services delivered with a fiduciary standard of care, putting the client's best interests first. CFP Board is located in Washington, D.C.