Читать книгу CFP Board Financial Planning Competency Handbook - Board CFP - Страница 18

Part Two of this book discusses the actions of the financial planner. These chapters focus on aspects of the process of financial planning, from establishing and defining the client recommendation to monitoring the recommendations. The definition, rationale, techniques, and contexts for each of these domain areas are presented, providing the reader with both an overview of the specific action as well as ways to complete it, plus a determination of when the action is necessary within financial planning practice. One case, containing a rather complex familial and economic context, runs through each chapter of Part Two, illustrating how each step of the financial planning process exists within practice and a real-life scenario.