A series of books on financial planning will be published by the CFP Board Center for Financial Planning starting in 2017, the center announced Tuesday.
The books will be designed for faculty, students, practitioners and researchers who work in financial planning. It will be published by John Wiley & Sons Inc. and follows the two editions of the Financial Planning Competency Handbook already published by Wiley.
“Our objective with this series is to continue expanding the body of knowledge for financial planning relative to both breadth and depth,” says 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,” he says.
The series will start with Communications Essentials for Financial Planners: Strategies and Techniques 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.
Additional books are planned over the next five years.