FINANCIAL PLANNING BODY OF KNOWLEDGE

The ability to effectively practice as a financial planning professional requires a person to master theoretical and practical knowledge in a broad range of financial planning and related topics. Once a person has mastered the Financial Planning Body of Knowledge, he or she can combine that knowledge with professional skills and abilities to competently deliver financial planning.

Mastery of the financial planning profession’s body of knowledge allows the financial planning professional to gain the respect and trust of clients, and builds the financial planning professional’s confidence in his or her ability to competently practice.

Financial Planning Body of Knowledge Framework

FPSB’s Financial Planning Body of Knowledge identifies the knowledge a financial planning professional must be able to draw on to deliver financial planning to clients, or when interacting with colleagues or others in a professional capacity.  FPSB categorized the Financial Planning Body of Knowledge into 11 areas.