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Copyright © 2015 by Certified Financial Planner Board of Standards, Inc. All rights reserved.

Published by John Wiley & Sons, Inc., Hoboken, New Jersey.

Published simultaneously in Canada.

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Library of Congress Cataloging-in-Publication Data:

Financial planning competency handbook.

CFP Board financial planning competency handbook / CFP Board. – Second Edition.

pages cm. – (Wiley finance series)

Includes index.

ISBN 978-1-119-09496-8 (cloth)

ISBN 978-1-119-09500-2 (ePDF)

ISBN 978-1-119-09498-2 (ePub)

1. Financial planners. 2. Investment advisors. 3. Finance, Personal. 4. Financial planning industry. I. Certified Financial Planner Board of Standards. II. Title.

HG179.5.F5663 2015

332.024 – dc23

2015018032