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Financial Planning Competency Handbook, 2nd Edition by CFP Board

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PART One Introduction

Charles R. Chaffin, EdD

CFP Board

Part One outlines much of the theoretical content of financial planning, exploring what the practitioner needs to know in order to effectively serve the client. Each of the chapters focuses on one specific topic area of financial planning, allowing the reader to use this book as a reference either throughout a given program of study or throughout practice.

The connections diagram at the beginning of Part One chapters provides a visual representation of how a particular topic relates to the content areas in financial planning. A short paragraph below each of the diagrams provides a general analysis of many of the main connections relative to a given topic. For example, a given topic may have specific connections to three or four content areas across the discipline of financial planning.

Students and faculty are encouraged to use these diagrams to facilitate dialogue in the classroom or online learning platform regarding how the particular subject area impacts others across the curriculum. Faculty may consider going around the different illuminated topic areas, discussing specific instances or circumstances where these content areas are related. Faculty teaching within a financial planning program may find it beneficial to review many of these diagrams with the objective of making explicit connections across the curriculum. Whether students are new to financial planning or have years of experience, providing key examples ...

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