The Financial Planning Body of Knowledge (FP-BoK) describes knowledge expected of CFP® professionals and QAFPTM professionals.
To state exactly the meaning of
To be aware of / to recognize and correctly name / to locate an appropriate resource
To make clear the meaning of / to describe something in more detail or reveal relevant facts or ideas related to it
To note the similarities and differences between two or more things
To determine an approximate value for
To find the value using mathematics
To change from one form or purpose to another
To reach a conclusion or make a judgement through careful study
To give the meaning of / to construe or understand / to translate orally
Read more about the Taxonomy used in the FP-BoK
Both QAFPTM Professionals and CFP® Professionals
CFP® Professionals Only
Investment Choices after Mortgage Payoff
Both QAFPTM Professionals and CFP® Professionals
Multiple Investment Accounts for Multiple Goals
CFP® Professionals Only
