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First Book Will Offer Communications Essentials for Financial Planners

The CFP Board Center for Financial Planning is expanding the body of knowledge for financial planning with a new series of books for faculty, students, practitioners, and researchers who work within the profession or discipline of financial planning. The series, published by John Wiley & Sons, Inc. (NYSE: JWA and JWB), will build upon the initial success of the first two editions of the Financial Planning Competency Handbook.

“Our objective with this series is to continue expanding the body of knowledge for financial planning relative to both breadth and depth,” said Dr. Charles Chaffin, Director of the Academic Home for the Center for Financial Planning and editor of the series. “The series will address both traditional subject areas that are associated with financial planning, as well as new topics and concepts that can advance both financial planning practice and how we educate the next generation entering the workforce.”

The series will launch in early 2017 with the release of Communication Essentials for Financial Planners: Strategies and Techniques, written by Dr. John Grable and Dr. Joseph Goetz of the University of Georgia. The book will include a series of online videos that demonstrate a variety of interactions between the client and planner.

Within the next five years, the book series will include a number of content areas within and beyond financial planning, helping expand the body of knowledge for practitioners while fueling research and helping prepare the next generation of financial planners serving the public.

“We are beyond excited to expand our relationship with the CFP Board Center for Financial Planning,” says Laura Gachko, Associate Publisher, Wiley. “The Board has been an amazing partner these last three years and we look forward to continuing our work to bring financial professionals the most timely and detailed information possible in this ever- evolving financial landscape.”

Last year CFP Board completely revised and updated its popular reference guide for financial planning students and practitioners, Financial Planning Competency Handbook, Second Edition. Also published by Wiley and edited by Chaffin, it is available in bookstores and through major online retailers.


Wiley is a global provider of knowledge and knowledge-enabled services that improve outcomes in areas of research, professional practice and education. Through the Research segment, the Company provides digital and print scientific, technical, medical, and scholarly journals, reference works, books, database services, and advertising. The Professional Development segment provides digital and print books, online assessment and training services, and test prep and certification. In Education, Wiley provides education solutions including online program management services for higher education institutions and course management tools for instructors and students, as well as print and digital content. For additional information visit

CONTACT: Melissa Connors, Publicity Manager, WILEY, P: 201-748-6834 E:


Certified Financial Planner Board of Standards, Inc. is the professional body for personal financial planners in the U.S. CFP Board sets standards for financial planning and administers the prestigious CFP® certification – one of the most respected certifications in financial services – so that the public has access to and benefits from competent and ethical financial planning. CFP Board, along with its Center for Financial Planning, is committed to increasing the public’s awareness of CFP® certification and access to a diverse, ethical and competent financial planning workforce. Widely recognized by firms and consumer groups as the standard for financial planning, CFP® certification is held by more than 83,000 people in the United States.


Dan Drummond, Director of Communications
Mobile: 202-243-8621

About the CFP Board center for financial planning

The CFP Board Center for Financial Planning seeks to create a more diverse and sustainable financial planning profession so that every American has access to competent and ethical financial planning advice. The Center brings together CFP® professionals, firms, educators, researchers and experts to address profession-wide challenges in the areas of diversity and workforce development, and to build an academic home that offers opportunities for conducting and publishing new research that adds to the financial planning body of knowledge


Jessica Lewis
Communications Specialist
Mobile: 301-655-0389