Читать книгу CFP Board Financial Planning Competency Handbook - Board CFP - Страница 17

Each of the chapters in Part One outlines many of the contexts that exist in financial planning, specifically relative to the topic of that particular chapter. These contexts, or vignettes, are designed to provide the student, practitioner, and instructor with specific situations in which this concept arises in real life as well as to offer some of the variables that may impact the decisions of the financial planner.

Relative to each of these contexts, the reader is encouraged to consider altering some of the fact patterns in the scenarios to see if the actions by the financial planner would change under different circumstances. Students and faculty are encouraged to discuss these scenarios and offer alternative actions that the financial planner could take relative to this or other scenarios and contexts.