The Financial Planning Body of Knowledge (FP-BoK) describes knowledge expected of CFP® professionals and FPSC Level 1® Certificants in Financial Planning.
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 FPSC Level 1® Certificants and CFP® Professionals
CFP® Professionals Only
Structuring Income and Assets for a Business Owner
CFP® Professionals Only
Tax Deductions and Income Splitting Opportunities
Both FPSC Level 1® Certificants and CFP® Professionals
previous / Non-Taxable Income and Receipts