Читать книгу CFP Board Financial Planning Competency Handbook - Board CFP - Страница 11

The purpose of this first chapter is to provide an overview and the rationale of many of the sections of this book.

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 diagram at the beginning of Chapters 2 through 70 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 of how content areas are interrelated can help further the student’s understanding of key concepts within financial planning practice. With regard to practice, given the diversity of positions within financial planning, practitioners are encouraged to use this connections diagram as a reminder of the interrelatedness of financial planning content areas.