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CFP Board endorses Financial Planning Competency Handbook

July 10, 2012

A standards book for the financial planning industry is 25 years overdue but will finally be issued next spring by Wiley Publishers, a well-known company that we rely on for other important industry information. This excerpt comes from a press release issued today by the CFP Board.

July 10, 2012 – Certified Financial Planner Board of Standards, Inc. announced today that John Wiley & Sons, Inc. (NYSE: JWa, JWb) will publish a first-of-its-kind competency handbook for financial planning. This new handbook, which is expected to be published in March 2013, will feature approximately 90 chapters that have implications for practitioners, educators and students interested in becoming personal financial planners. The handbook will also be available as an e-book on all major e-readers.

“The financial planning profession has long needed a book that encompasses not just the tactical pieces of putting together a financial plan, but also the academic underpinnings of a growing discipline,” said CFP Board Chief Executive Officer Kevin R. Keller, CAE. “We are very pleased to work with Wiley on this book, which serves as a marker in the continued evolution of the financial planning profession.”

The Financial Planning Competency Handbook will discuss the theoretical content, actions, and contexts that are necessary in financial planning practice. This handbook, designed for the entire profession of financial planning, will provide a theoretical framework for many of the major content areas in financial planning, while also providing real-world guidance for practicing professionals. It will also contain competency levels relative to financial planning practice as well as avenues for furthering student achievement in financial planner preparation programs. There will also be more than 100 vignettes that outline specific contexts in financial planning practice as well as the necessary decisions and actions of the practitioner within those settings.

“We’re thrilled to partner with CFP Board to publish The Financial Planning Competency Handbook. This book fits perfectly with our mission at Wiley Global Finance to provide the finance community worldwide with must-have content they can rely on,” said Joan O’Neil, Wiley’s Vice President & Group Executive Publisher responsible for global finance and accounting publishing within the Professional/Trade Division.

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