The official guide for exam success and career excellenceFinancial Planning Competency Handbook, Second Edition is the essential reference for those at any stage of certification and a one-stop resource for practitioners looking to better serve their clients. This fully updated second edition includes brand new content on connections diagrams, new case studies, and new instructional videos, and a completely new section devoted to the interdisciplinary natu...

A Client-Centered approach to Financial Planning Practice built by Research for PractitionersThe second in the CFP Board Center for Financial Planning Series, Client Psychology explores the biases, behaviors, and perceptions that impact client decision-making and overall financial well-being.This book, written for practitioners, researchers, and educators, outlines the theory behind many of these areas while also explicitly stating how these relate...

Section 1: Client and Planner Attitudes, Values and BiasesSection 1 includes Chapters 1, 2 and 3, and provides an overview of client and planner attitudes, values, and biases. This section discusses the importance of understanding how a client's psychology, background, learning style and values can all impact the financial planning process. It also discusses the importance of the financial planner framing advice in a way that accounts for all those psychological ch...

Key Highlights:The Psychology of Financial Planning: Practitioner Resource Guide is a companion volume to The Psychology of Financial Planning. The Psychology of Financial Planning provides the what; The Psychology of Financial Planning: Practitioner Resource Guide provides the how.The Psychology of Financial Planning: Practitioner Resource Guide addresses every principal knowledge topic for the psychology of fina...

The #1 bestselling author presents his most important book since The Automatic Millionaire and gives Canadians the knowledge, the tools, and the mindset to get out of debt — forever.Whether you are working off student loans or trying to meet the minimum balance on your credit card bill, you are probably worried every time you open your mailbox. With salaries frozen and layoffs looming, how will you ever be able to pay down that debt, let alone retire in peace?...

THE ALHPA SEEKER’S GUIDE TO VALUE STOCKSWhen to buy them. How long to hold them. When to sell them.“This book will be welcomed by anyone looking to break free from their financial advisor and manage their own savings.”—DAVID JACKSON, founder and CEO, Seeking Alpha®“The world is an uncertain place. This uncertainty impacts the financial markets as much, if not more, than any other space. But don’t be afraid! Brian Nichols pr...

There has never been more opportunity for financial planners--or more reasons for financial professionals to consider switching the direction of their careers into this lucrative field. Today's planners will cash in on the huge surge of baby boomers preparing for retirement in the decades ahead. And as the number and complexity of investments rises, more individuals will look to financial advisers to help manage their money.In the new paperback edition of this guide, Jeffrey H. Rat...

When you have attention-deficit disorder (ADD), you don't spend money like most other people. Past-due bills and impulsive spending can throw your finances into turmoil, and because these financial pitfalls are directly related to your ADD symptoms, they can seem impossible to overcome.The good news is that it is possible to get ADD-related financial disorganization under control and begin to enjoy a more stable relationship to your money. ADD and Your Money will s...

Discover the power of the CFO's role in delivering shareholder valueDuring the past decade, the CFO role has expanded dramatically in its breadth, complexity, and criticality. Filled with proven strategies, best practices, and keen insights, The Essential CFO describes how today's CFOs are responding to their expanded roles within both public and private companies. With straightforward and pragmatic guidance, author Bruce Nolop shows how CFOs are partnerin...

Economist, consultant, and Wall Street Journal contributor Alfred Rappaport provides managers and investors with the practical tools and tests for a corporate strategy that creates shareholder value.The ultimate test of corporate strategy, the only reliable measure, is whether it creates economic value for shareholders.After a decade of downsizings frequently blamed on shareholder value decision making, this book presents a new and indepth assessme...

The third edition of 'Analyzing Banking Risk' provides a comprehensive overview of topics dealing with the assessment, analysis, and management of financial risks in banking.The publication emphasizes risk-management principles and stresses that key players in the corporate governance process are accountable for managing the different dimensions of financial risk.This third edition remains faithful to the objectives of the original publication. A significant new addition is the incl...

At a time when corporate scandals and major financial failures dominate newspaper headlines, the importance of good risk management practices has never been more obvious. The absence or mismanagement of such practices can have devastating effects on exposed organizations and the wider economy (Barings Bank, Enron, Lehmann Brothers, Northern Rock, to name but a few). Today's organizations and corporate leaders must learn the lessons of such failures by developing practices to deal effective...