CFP Board Financial Planning Competency Handbook
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Board CFP. CFP Board Financial Planning Competency Handbook
Acknowledgments
About the Book
Preface
About the Practice Questions
About the Contributors
PART One. Introduction
CHAPTER 1. Theory and Practice
PART ONE
CHAPTER INTRODUCTIONS
STUDENT-CENTERED LEARNING OBJECTIVES BASED ON CFP BOARD PRINCIPAL TOPICS
IN CLASS16
BLOOM’S TAXONOMY
PROFESSIONAL PRACTICE CAPABILITIES
IN PRACTICE
PART TWO
PART THREE
CHAPTER 2. Function, Purpose, and Regulation of Financial Institutions
CONNECTIONS DIAGRAM
INTRODUCTION
LEARNING OBJECTIVE
IN CLASS
PROFESSIONAL PRACTICE CAPABILITIES
IN PRACTICE
NOTES
CHAPTER 3. Financial Services Regulations and Requirements
CONNECTIONS DIAGRAM
INTRODUCTION
LEARNING OBJECTIVES
IN CLASS
PROFESSIONAL PRACTICE CAPABILITIES
IN PRACTICE
NOTES
CHAPTER 4. Consumer Protection Laws
CONNECTIONS DIAGRAM
INTRODUCTION
LEARNING OBJECTIVE
IN CLASS
PROFESSIONAL PRACTICE CAPABILITIES
IN PRACTICE
NOTES
CHAPTER 5. Fiduciary
CONNECTIONS DIAGRAM
INTRODUCTION
LEARNING OBJECTIVE
IN CLASS
PROFESSIONAL PRACTICE CAPABILITIES
IN PRACTICE
CHAPTER 6. Financial Planning Process
CONNECTIONS DIAGRAM
INTRODUCTION
LEARNING OBJECTIVES
IN CLASS
PROFESSIONAL PRACTICE CAPABILITIES
IN PRACTICE
NOTES
CHAPTER 7. Financial Statements
CONNECTIONS DIAGRAM
INTRODUCTION
LEARNING OBJECTIVES
IN CLASS
PROFESSIONAL PRACTICE CAPABILITIES
IN PRACTICE
NOTES
CHAPTER 8. Cash Flow Management
CONNECTIONS DIAGRAM
INTRODUCTION
LEARNING OBJECTIVES
IN CLASS
PROFESSIONAL PRACTICE CAPABILITIES
IN PRACTICE
CHAPTER 9. Financing Strategies
CONNECTIONS DIAGRAM
INTRODUCTION
LEARNING OBJECTIVES
IN CLASS
PROFESSIONAL PRACTICE CAPABILITIES
IN PRACTICE
CHAPTER 10. Economic Concepts
CONNECTIONS DIAGRAM
INTRODUCTION
LEARNING OBJECTIVES
IN CLASS
PROFESSIONAL PRACTICE CAPABILITIES
IN PRACTICE
NOTES
CHAPTER 11. Time Value of Money
CONNECTIONS DIAGRAM
INTRODUCTION
LEARNING OBJECTIVES
IN CLASS
PROFESSIONAL PRACTICE CAPABILITIES
IN PRACTICE
NOTE
CHAPTER 12. Client and Planner Attitudes, Values, Biases, and Behavioral Finance
CONNECTIONS DIAGRAM
INTRODUCTION
LEARNING OBJECTIVES
IN CLASS
PROFESSIONAL PRACTICE CAPABILITIES
IN PRACTICE
NOTES
CHAPTER 13. Principles of Communication and Counseling
CONNECTIONS DIAGRAM
INTRODUCTION
LEARNING OBJECTIVES
IN CLASS
PROFESSIONAL PRACTICE CAPABILITIES
IN PRACTICE
NOTES
CHAPTER 14. Debt Management
CONNECTIONS DIAGRAM
OVERVIEW
LEARNING OBJECTIVES
IN CLASS
PROFESSIONAL PRACTICE CAPABILITIES
IN PRACTICE
CHAPTER 15. Education Needs Analysis
CONNECTIONS DIAGRAM
INTRODUCTION
NEEDS ANALYSIS CALCULATION
LEARNING OBJECTIVES:
IN CLASS
PROFESSIONAL PRACTICE CAPABILITIES
IN PRACTICE
CHAPTER 16. Education Savings Vehicles
CONNECTIONS DIAGRAM
INTRODUCTION
LEARNING OBJECTIVES
IN CLASS
PROFESSIONAL PRACTICE CAPABILITIES
IN PRACTICE
CHAPTER 17. Financial Aid (Education)
CONNECTIONS DIAGRAM
INTRODUCTION
LEARNING OBJECTIVES
IN CLASS
PROFESSIONAL PRACTICE CAPABILITIES
IN PRACTICE
CHAPTER 18. Gift and Income Tax Strategies (Education)
CONNECTIONS DIAGRAM
INTRODUCTION
LEARNING OBJECTIVES
IN CLASS
PROFESSIONAL PRACTICE CAPABILITIES
IN PRACTICE
CHAPTER 19. Education Financing
CONNECTIONS DIAGRAM
INTRODUCTION
LEARNING OBJECTIVE
IN CLASS
PROFESSIONAL PRACTICE CAPABILITIES
IN PRACTICE
CHAPTER 20. Principles of Risk and Insurance
CONNECTIONS DIAGRAM
INTRODUCTION
LEARNING OBJECTIVES
IN CLASS
PROFESSIONAL PRACTICE CAPABILITIES
IN PRACTICE
NOTES
CHAPTER 21. Analysis and Evaluation of Risk Exposures
CONNECTIONS DIAGRAM
INTRODUCTION
LEARNING OBJECTIVES
IN CLASS
PROFESSIONAL PRACTICE CAPABILITIES
IN PRACTICE
CHAPTER 22. Health Insurance and Health Care Cost Management
CONNECTIONS DIAGRAM
INTRODUCTION
LEARNING OBJECTIVES
IN CLASS
PROFESSIONAL PRACTICE CAPABILITIES
IN PRACTICE
NOTE
CHAPTER 23. Disability Income Insurance (Individual)
CONNECTIONS DIAGRAM
INTRODUCTION
LEARNING OBJECTIVES
IN CLASS
PROFESSIONAL PRACTICE CAPABILITIES
IN PRACTICE
NOTES
CHAPTER 24. Long-Term Care Insurance
CONNECTIONS DIAGRAM
INTRODUCTION
LEARNING OBJECTIVES
IN CLASS
PROFESSIONAL PRACTICE CAPABILITIES
IN PRACTICE
NOTES
CHAPTER 25. Annuities
CONNECTION DIAGRAM
INTRODUCTION
FREQUENCY OF CONTRIBUTIONS
DISTRIBUTION ALTERNATIVES
DISTRIBUTION OPTIONS
INVESTMENT OPTIONS
TAXATION OF ANNUITIES
FEES AND CHARGES IN ANNUITIES
PENSION PROTECTION ACT OF 2006
LEARNING OBJECTIVES
IN CLASS
PROFESSIONAL PRACTICE CAPABILITIES
IN PRACTICE
NOTES
CHAPTER 26. Life Insurance (Individual)
CONNECTIONS DIAGRAM
INTRODUCTION
LEARNING OBJECTIVES
IN CLASS
PROFESSIONAL PRACTICE CAPABILITIES
IN PRACTICE
NOTES
CHAPTER 27. Business Uses of Insurance
CONNECTIONS DIAGRAM
INTRODUCTION
LEARNING OBJECTIVES
IN CLASS
PROFESSIONAL PRACTICE CAPABILITIES
IN PRACTICE
NOTES
CHAPTER 28. Insurance Needs Analysis
CONNECTIONS DIAGRAM
INTRODUCTION
LEARNING OBJECTIVE
IN CLASS
PROFESSIONAL PRACTICE CAPABILITIES
IN PRACTICE
CHAPTER 29. Insurance Policy and Company Selection
CONNECTIONS DIAGRAM
INTRODUCTION
LEARNING OBJECTIVES
IN CLASS
PROFESSIONAL PRACTICE CAPABILITIES
IN PRACTICE
CHAPTER 30. Property and Casualty Insurance
CONNECTIONS DIAGRAM
INTRODUCTION
LEARNING OBJECTIVES
IN CLASS
PROFESSIONAL PRACTICE CAPABILITIES
IN PRACTICE
NOTE
CHAPTER 31. Characteristics, Uses, and Taxation of Investment Vehicles
CONNECTIONS DIAGRAM
INTRODUCTION
LEARNING OBJECTIVES
IN CLASS
PROFESSIONAL PRACTICE CAPABILITIES
IN PRACTICE
NOTE
CHAPTER 32. Types of Investment Risk
CONNECTIONS DIAGRAM
INTRODUCTION
LEARNING OBJECTIVES
IN CLASS
PROFESSIONAL PRACTICE CAPABILITIES
IN PRACTICE
CHAPTER 33. Quantitative Investment Concepts
CONNECTIONS DIAGRAM
INTRODUCTION
LEARNING OBJECTIVES
IN CLASS
PROFESSIONAL PRACTICE CAPABILITIES
IN PRACTICE
CHAPTER 34. Measures of Investment Returns
CONNECTIONS DIAGRAM
INTRODUCTION
LEARNING OBJECTIVES
IN CLASS
PROFESSIONAL PRACTICE CAPABILITIES
IN PRACTICE
NOTE
CHAPTER 35. Asset Allocation and Portfolio Diversification
CONNECTIONS DIAGRAM
INTRODUCTION
LEARNING OBJECTIVES
IN CLASS
PROFESSIONAL PRACTICE CAPABILITIES
IN PRACTICE
NOTES
CHAPTER 36. Bond and Stock Valuation Concepts
CONNECTIONS DIAGRAM
INTRODUCTION
LEARNING OBJECTIVES
IN CLASS
PROFESSIONAL PRACTICE CAPABILITIES
IN PRACTICE
NOTES
CHAPTER 37. Portfolio Development and Analysis
CONNECTIONS DIAGRAM
INTRODUCTION
LEARNING OBJECTIVES
IN CLASS
PROFESSIONAL PRACTICE CAPABILITIES
IN PRACTICE
CHAPTER 38. Investment Strategies
CONNECTIONS DIAGRAM
INTRODUCTION
LEARNING OBJECTIVES
IN CLASS
PROFESSIONAL PRACTICE CAPABILITIES
IN PRACTICE
CHAPTER 39. Alternative Investments
CONNECTIONS DIAGRAM
INTRODUCTION
LEARNING OBJECTIVE
IN CLASS
PROFESSIONAL PRACTICE CAPABILITIES
IN PRACTICE
CHAPTER 40. Fundamental Tax Law
CONNECTION DIAGRAM
INTRODUCTION
LEARNING OBJECTIVES
IN CLASS
PROFESSIONAL PRACTICE CAPABILITIES
IN PRACTICE
CHAPTER 41. Income Tax Fundamentals and Calculations
CONNECTIONS DIAGRAM
INTRODUCTION
LEARNING OBJECTIVES
IN CLASS
PROFESSIONAL PRACTICE CAPABILITIES
IN PRACTICE
CHAPTER 42. Characteristics and Income Taxation of Business Entities
CONNECTIONS DIAGRAM
INTRODUCTION
LEARNING OBJECTIVES
IN CLASS
PROFESSIONAL PRACTICE CAPABILITIES
IN PRACTICE
CHAPTER 43. Income Taxation of Trusts and Estates
CONNECTIONS DIAGRAM
INTRODUCTION
LEARNING OBJECTIVES
IN CLASS
PROFESSIONAL PRACTICE CAPABILITIES
IN PRACTICE
CHAPTER 44. Alternative Minimum Tax (AMT)
CONNECTIONS DIAGRAM
INTRODUCTION
LEARNING OBJECTIVES
IN CLASS
PROFESSIONAL PRACTICE CAPABILITIES
IN PRACTICE
CHAPTER 45. Tax Reduction and Management Techniques
CONNECTIONS DIAGRAM
INTRODUCTION
LEARNING OBJECTIVES
IN CLASS
PROFESSIONAL PRACTICE CAPABILITIES
IN PRACTICE
CHAPTER 46. Tax Consequences of Property Transactions
CONNECTIONS DIAGRAM
INTRODUCTION
LEARNING OBJECTIVES
IN CLASS
PROFESSIONAL PRACTICE CAPABILITIES
IN PRACTICE
CHAPTER 47. Passive Activity and At-Risk Rules
CONNECTIONS DIAGRAM
INTRODUCTION
LEARNING OBJECTIVE
IN CLASS
PROFESSIONAL PRACTICE CAPABILITIES
IN PRACTICE
CHAPTER 48. Tax Implications of Special Circumstances
CONNECTIONS DIAGRAM
INTRODUCTION
LEARNING OBJECTIVES
IN CLASS
PROFESSIONAL PRACTICE CAPABILITIES
IN PRACTICE
CHAPTER 49. Charitable/Philanthropic Contributions and Deductions
CONNECTIONS DIAGRAM
INTRODUCTION
LEARNING OBJECTIVES
IN CLASS
PROFESSIONAL PRACTICE CAPABILITIES
IN PRACTICE
CHAPTER 50. Retirement Needs Analysis
CONNECTIONS DIAGRAM
INTRODUCTION
LEARNING OBJECTIVES
IN CLASS
PROFESSIONAL PRACTICE CAPABILITIES
IN PRACTICE
CHAPTER 51. Social Security and Medicare
CONNECTIONS DIAGRAM
INTRODUCTION
LEARNING OBJECTIVES
IN CLASS
PROFESSIONAL PRACTICE CAPABILITIES
IN PRACTICE
NOTES
CHAPTER 52. Medicaid
CONNECTIONS DIAGRAM
INTRODUCTION
LEARNING OBJECTIVES
IN CLASS
PROFESSIONAL PRACTICE CAPABILITIES
IN PRACTICE
NOTES
CHAPTER 53. Types of Retirement Plans
CONNECTIONS DIAGRAM
INTRODUCTION
LEARNING OBJECTIVES
IN CLASS
PROFESSIONAL PRACTICE CAPABILITIES
IN PRACTICE
NOTES
CHAPTER 54. Qualified Plan Rules and Options
CONNECTIONS DIAGRAM
INTRODUCTION
LEARNING OBJECTIVES
IN CLASS
PROFESSIONAL PRACTICE CAPABILITIES
IN PRACTICE
CHAPTER 55. Other Tax-Advantaged Plans
CONNECTIONS DIAGRAM
INTRODUCTION
LEARNING OBJECTIVES
IN CLASS
PROFESSIONAL PRACTICE CAPABILITIES
IN PRACTICE
NOTE
CHAPTER 56. Regulatory Considerations
CONNECTIONS DIAGRAM
INTRODUCTION
LEARNING OBJECTIVE
IN CLASS
PROFESSIONAL PRACTICE CAPABILITIES
IN PRACTICE
CHAPTER 57. Key Factors Affecting Plan Selection for Businesses
CONNECTIONS DIAGRAM
INTRODUCTION
LEARNING OBJECTIVES
IN CLASS
PROFESSIONAL PRACTICE CAPABILITIES
IN PRACTICE
CHAPTER 58. Distribution Rules and Taxation
CONNECTIONS DIAGRAM
INTRODUCTION
LEARNING OBJECTIVES
IN CLASS
PROFESSIONAL PRACTICE CAPABILITIES
IN PRACTICE
CHAPTER 59. Retirement Income and Distribution Strategies
CONNECTIONS DIAGRAM
INTRODUCTION
LEARNING OBJECTIVES
IN CLASS
PROFESSIONAL PRACTICE CAPABILITIES
IN PRACTICE
CHAPTER 60. Business Succession Planning
CONNECTIONS DIAGRAM
INTRODUCTION
LEARNING OBJECTIVES
IN CLASS
PROFESSIONAL PRACTICE CAPABILITIES
IN PRACTICE
NOTES
CHAPTER 61. Characteristics and Consequences of Property Titling
CONNECTIONS DIAGRAM
INTRODUCTION
LEARNING OBJECTIVES
IN CLASS
PROFESSIONAL PRACTICE CAPABILITIES
IN PRACTICE
CHAPTER 62. Gifting Strategies
CONNECTIONS DIAGRAM
INTRODUCTION
LEARNING OBJECTIVES
IN CLASS
PROFESSIONAL PRACTICE CAPABILITIES
IN PRACTICE
NOTES
CHAPTER 63. Estate Planning Documents
CONNECTIONS DIAGRAM
INTRODUCTION
LEARNING OBJECTIVES
IN CLASS
PROFESSIONAL PRACTICE CAPABILITIES
IN PRACTICE
CHAPTER 64. Estate Tax Compliance and Tax Calculation
CONNECTIONS DIAGRAM
INTRODUCTION
LEARNING OBJECTIVES
IN CLASS
PROFESSIONAL PRACTICE CAPABILITIES
IN PRACTICE
CHAPTER 65. Sources for Estate Liquidity
CONNECTIONS DIAGRAM
INTRODUCTION
LEARNING OBJECTIVES
IN CLASS
PROFESSIONAL PRACTICE CAPABILITIES
IN PRACTICE
CHAPTER 66. Types, Features, and Taxation of Trusts
CONNECTIONS DIAGRAM
INTRODUCTION
LEARNING OBJECTIVES
IN CLASS
PROFESSIONAL PRACTICE CAPABILITIES
IN PRACTICE
NOTES
CHAPTER 67. Marital Deduction
CONNECTIONS DIAGRAM
INTRODUCTION
LEARNING OBJECTIVES
IN CLASS
PROFESSIONAL PRACTICE CAPABILITIES
IN PRACTICE
CHAPTER 68. Intra-Family and Other Business Transfer Techniques
CONNECTIONS DIAGRAM
INTRODUCTION
LEARNING OBJECTIVE
IN CLASS
PROFESSIONAL PRACTICE CAPABILITIES
IN PRACTICE
CHAPTER 69. Postmortem Estate Planning Techniques
CONNECTIONS DIAGRAM
INTRODUCTION
LEARNING OBJECTIVES
IN CLASS
PROFESSIONAL PRACTICE CAPABILITIES
IN PRACTICE
CHAPTER 70. Estate Planning for Non-Traditional Relationships
CONNECTIONS DIAGRAM
INTRODUCTION
LEARNING OBJECTIVES
IN CLASS
PROFESSIONAL PRACTICE CAPABILITIES
IN PRACTICE
NOTE
PART Two. Introduction
CHAPTER 71. Establishing and Defining the Client-Planner Relationship
DEFINITION
PURPOSE
TECHNIQUES
IN PRACTICE
NOTES
CHAPTER 72. Gathering Information Necessary to Fulfill the Engagement
DEFINITION
PURPOSE
TECHNIQUES
IN PRACTICE
NOTES
CHAPTER 73. Analyzing and Evaluating the Client’s Current Financial Status
DEFINITION
PURPOSE
TECHNIQUES
IN PRACTICE
NOTES
CHAPTER 74. Developing Financial Planning Recommendations
DEFINING A RECOMMENDATION
PURPOSE OF A RECOMMENDATION
TECHNIQUES IN DEVELOPING A RECOMMENDATION
IN PRACTICE
NOTES
CHAPTER 75. Communicating the Financial Planning Recommendations
DEFINITION
PURPOSE
IN PRACTICE
NOTES
CHAPTER 76. Implementing the Financial Planning Recommendations
DEFINITION
PURPOSE
IN PRACTICE
NOTE
CHAPTER 77. Monitoring the Financial Planning Recommendations
DEFINITION
PURPOSE
TECHNIQUES
IN PRACTICE
NOTE
PART Three. Introduction
CHAPTER 78. Gathering Data from Clients:: Insights from Cognitive Task Analysis and Requirements Engineering
APPROACHES TO KNOWLEDGE ELICITATION
SOME KNOWLEDGE ELICITATION TECHNIQUES
KNOWLEDGE ELICITATION FOR FINANCIAL PLANNING
CHAPTER 79. The Need for Education
JOHN AND JOANN
KATHY AND MARIO
LOU AND KAREN
CHAPTER 80. Financial Planning Standards Board
INTRODUCTION
FINANCIAL PLANNER ABILITIES FRAMEWORK
FINANCIAL PLANNING FUNCTIONS
CORE FINANCIAL PLANNING COMPETENCIES
FUNDAMENTAL FINANCIAL PLANNING PRACTICES
FINANCIAL PLANNING COMPONENTS
TERMS USED IN THE FINANCIAL PLANNER ABILITIES MATRIX
FINANCIAL PLANNER PROFESSIONAL SKILLS
FINANCIAL PLANNING KNOWLEDGE BASE
FPSB FINANCIAL PLANNING TOPIC LIST
FINANCIAL PLANNING CURRICULUM FRAMEWORK
LOOKING FORWARD
WORKING TOGETHER
CHAPTER 81. Behavioral Finance and Its Implications for Financial Advisors
HEURISTIC SIMPLIFICATION
SELF-DECEPTION
AFFECTIVE AND SOCIAL INFLUENCES
UNCERTAINTY, COMPLEXITY, AND TIME CONSTRAINTS
IN PRACTICE
CHAPTER 82. Applications of Behavioral Economics in Personal Financial Planning
INTRODUCTION
THE FINANCIAL DECISION-MAKING PROCESS
HEURISTICS AND BIASES
PROSPECT THEORY
MENTAL ACCOUNTING
THE OSTRICH EFFECT
RISK TOLERANCE
OVERCONFIDENCE
FINANCIAL LITERACY
SELF-REGULATION
PSYCHOPHYSIOLOGICAL ECONOMICS
SAVE MORE TOMORROW PROGRAM
SUMMARY
CHAPTER 83. Marriage and Family Therapy Applications to Financial Planning
APPLICATIONS FROM MARRIAGE AND FAMILY THERAPY
SYSTEMS THEORY
ECOLOGICAL THEORY
SIMILARITIES AND DIFFERENCES BETWEEN SYSTEMS AND ECOLOGICAL THEORY
SYSTEMS AND ECOLOGICAL PERSPECTIVES IN THE FINANCIAL PLANNING PROCESS
IN PRACTICE
STRATEGIES FOR WORKING WITH MULTIPLE FAMILY MEMBERS
CONCLUSION
CHAPTER 84. Financial Therapy: The Integration of Financial Planning and Theory
INTRODUCTION AND RATIONALE FOR FINANCIAL THERAPY IN FINANCIAL PLANNING
KEY CONCEPTS IN FINANCIAL THERAPY
MONEY SCRIPTS
MONEY DISORDERS
MULTICULTURAL CONSIDERATIONS
THEORETICAL PERSPECTIVES IN FINANCIAL THERAPY
COLLABORATIVE RELATIONAL MODEL
TOOLS FOR EDUCATION
CONCLUSION
CHAPTER 85. Aging Clients: Special Considerations
SEASONS OF RETIREMENT LIFE
CRITICAL CONVERSATIONS RELATED TO LIFESTYLE
THREATS TO LATER LIFE COGNITIVE FUNCTION
CLIENT COGNITIVE ABILITY AND PLANNER FIDUCIARY RESPONSIBILITY
ELDER ABUSE
CRITICAL CONVERSATIONS RELATED TO DECISION-MAKING CAPACITY
CRITICAL CONVERSATIONS RELATED TO HEALTH
HOME IS A NEW PLACE
HOME IS IN THE SAME PLACE … OR CLOSE TO IT
AGING IN PLACE
EMERGING HOUSING ALTERNATIVES
CRITICAL CONVERSATIONS RELATED TO HOUSING
LATER TIMED PARENTING
LATER LIFE DIVORCE
LATER LIFE COHABITATION
MAY–DECEMBER MARRIAGE
CAREGIVING CONCERNS
RECEIVING CARE
CLIENT CONVERSATIONS CONCERNING FAMILY
PROFESSIONAL PRACTICE CONSIDERATIONS
CHAPTER 86. Accounting for Time: Important Distinctions and Concepts for Financial Planners
TIME PERSPECTIVE THEORY
PREDICTING BEHAVIOR USING TIME PERSPECTIVES
EMPIRICAL EVIDENCE
USING TIME PERSPECTIVE TO HELP CLIENTS
SUMMARY
CHAPTER 87. The Psychology of Decisions: A Short Tutorial
INTRODUCTION
ATTRIBUTE SUBSTITUTION: THE AVAILABILITY, REPRESENTATIVENESS, AND AFFECT HEURISTICS
THE REPRESENTATIVENESS HEURISTIC
THE AVAILABILITY HEURISTIC
THE AFFECT HEURISTIC
ANCHORING
LOSS AVERSION
UNREALISTIC OPTIMISM
CONCLUSION
CONCLUSION
CHAPTER 88. Moving Forward
DEVELOPMENT OF A PROFESSION
CAREER PATH
DEMOGRAPHICS469
RESEARCH IN FINANCIAL PLANNING
FOCUS ON PLANNING
WILEY END USER LICENSE AGREEMENT
Отрывок из книги
A work of this magnitude could not come to fruition without the commitment of a large number of dedicated, accomplished individuals. First, I want to thank the 39 contributors, consisting of practitioners, researchers, and educators from within the profession and beyond, who shared their scholarship and practice experience for this book. I am grateful for their generosity and collaboration throughout this immense project. I suspect that as you read each chapter, you will witness the dedication of these individuals to both this book as well as the profession as a whole. I want to thank them for allowing me to pester them incessantly regarding deadlines, revisions, and content. They are a respected group of individuals with whom I am lucky to have had the pleasure to collaborate throughout this important project.
Thank you to Tula Batanchiev, Stacey Rivera, Laura Walsh, and all of my friends at John Wiley & Sons for their help throughout this process. Wiley continues to be a wonderful partner in this important endeavor, encouraging creative ideas and helping us expand the body of knowledge for this young yet dynamic profession.
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Derek R. Lawson, MS is a financial planner at Sonas Financial Group in Kansas City, Missouri. Beginning August 2015, he plans to pursue a PhD in financial planning with an emphasis in financial therapy and behavioral finance. Derek is the Director of NexGen for the FPA of Greater Kansas City, and is the Social Media Coordinator for NAPFA Genesis. Additionally, he is a member of the Financial Therapy Association.
Ruth Lytton, PhD
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