Skip to main content
News Release

Financial Planning Competency Handbook Now Available

April 14, 2013

CFP Board’s First-Ever Book Published by Wiley

Certified Financial Planner Board of Standards, Inc. announced today that the Financial Planning Competency Handbook, published by John Wiley & Sons, Inc. (NYSE: JWa, JWb), is available in bookstores and through major online retailers.

“The Financial Planning Competency Handbook is a seminal work for the financial planning profession, and it serves as a comprehensive handbook for CFP® professionals who are already practicing, students, those who are candidates for CFP® certification, faculty and those interested in the profession,” said CFP Board CEO Kevin R. Keller, CAE. “CFP Board is actively working to build upon an academic foundation for financial planning as a profession, with this book adding to the body of knowledge.”

The 85-chapter, 735-page book (available in hardcover and e-book formats) was edited by CFP Board’s Dr. Charles Chaffin, Director of Academic Programs and Initiatives. Twenty-one volunteers from academia and the profession contributed to the book. Each chapter is dedicated to one of CFP Board’s 78 topic areas, bringing together theory and practice through an overview of what a CFP® professional should know in theory as well as how it works in the real world.  Book buyers will get a code to access an online test bank with over 400 practice questions based on 78 core competencies covered in the book.  In addition, as an added benefit for CFP® professionals, the publisher is offering (for an additional cost) a continuing education program worth the full 28 credit hours to those who take and successfully complete an online exam.  


Wiley is a global provider of content-enabled solutions that improve outcomes in research, education, and professional practice.  Our core businesses produce scientific, technical, medical, and scholarly journals, reference works, books, database services, and advertising; professional books, subscription products, certification and training services and online applications; and education content and services including integrated online teaching and learning resources for undergraduate and graduate students and lifelong learners.

 Founded in 1807, John Wiley & Sons, Inc. (NYSE: JWa, JWb), has been a valued source of information and understanding for more than 200 years, helping people around the world meet their needs and fulfill their aspirations. Wiley and its acquired companies have published the works of more than 450 Nobel laureates in all categories: Literature, Economics, Physiology or Medicine, Physics, Chemistry, and Peace. Wiley's global headquarters are located in Hoboken, New Jersey, with operations in the U.S., Europe, Asia, Canada, and Australia. The Company's website can be accessed at