Financial Planning Competency Handbook

Financial Planning Competency Handbook

PR Newswire Press Release

John Wiley & Sons has just published the first-of-its-kind Financial Planning Competency Handbook. Elissa Buie, CFP® and Dr. Dave Yeske, CFP® of Yeske Buie contributed 30 chapters to the Handbook as members of a select team of practitioners and academics invited to write this comprehensive guide to financial planning. The project was sponsored by CFP® Board of Standards, which administers the CERTIFIED FINANCIAL PLANNERTM (CFP®) exam and manages the use of the CFP® credentials. The Handbook is also available on

The Handbook includes all the major topics in financial planning, comes with 400 practice questions online, and CFP® professionals are eligible for an upgrade to take a 28-credit continuing education test.

“The financial planning profession has long needed a book that encompasses not just the tactical pieces of putting together a financial plan, but also the academic underpinnings of a growing discipline,” said CFP® Board Chief Executive Officer Kevin R. Keller , CAE.

“The Financial Planning Competency Handbook will discuss the theoretical content, actions, and contexts that are necessary in financial planning practice. This handbook, designed for the entire profession of financial planning, will provide a theoretical framework for many of the major content areas in financial planning, while also providing real-world guidance for practicing professionals. It will also contain competency levels relative to financial planning practice as well as avenues for furthering student achievement in financial planner preparation programs. There will also be more than 100 vignettes that outline specific contexts in financial planning practice as well as the necessary decisions and actions of the practitioner within those settings.”
CFP® Board Press Release

About Elissa Buie
Elissa holds an MBA from the University of Maryland and a BS in Commerce from the University of Virginia.  She has been practicing financial planning for nearly three decades and she has been deeply involved in the development of the financial planning profession. Elissa is the CEO of Yeske Buie and Chair of the Foundation for Financial Planning. She is also a past-chair of the Financial Planning Association (FPA), a Dean in FPA’s Residency Program, an adjunct professor in Golden Gate University’s Ageno School of Business. She has been quoted in The Wall Street Journal, Washington Post, and Business Week, and has made appearances on The Today Show, NBC News, and CNBC and has been published in the Journal of Financial Planning.

About Dave Yeske
Dave holds a doctorate in finance from Golden Gate University, as well as an M.A. in Economics and a B.S. in Applied Economics from the University of San Francisco. Dave is Managing Director of Yeske Buie, a Mentor in the Financial Planning Association’s (FPA) Residency Program, and holds an appointment as  Distinguished Adjunct Professor in Golden Gate University’s Ageno School of Business. He is a past-chair of the Financial Planning Association, and also chaired FPA’s PAC, Research Center Team, and Academic Advisory Council. Dave has been quoted in The Wall Street Journal, The New York Times, and The San Francisco Chronicle, and has written feature articles for Research Magazine, San Francisco Magazine, and The Journal of Retirement Planning.

Learn more about Elissa and Dave.