In 2013, the Certified Financial Planning Board released the CFP Board Financial
Planning Competency Handbook. This seminal work—written by 22 academic and
professional contributors and edited by Charles R. Chaffin—delineates the integration of
theory and practice in the area of financial planning and provides a comprehensive body of
knowledge, actions, and contexts in financial planning. The book covers diverse topics from
the main domain in the profession (i.e., fundamentals, investing, retirement, taxation,
insurance, and estate planning) to the general financial planning framework, education
planning, professional conduct standards, and other practical implications for the field.