Glossary

Glossary

Term Book Chapter Definition
Integrated financial planning Certified Financial Planner (CFP) Exam Chapter 12: Application of Financial Planning An approach that goes beyond just managing a client's investments or planning for retirement. It involves taking a holistic view of the client's financial life and creating a comprehensive plan that addresses all areas of financial planning, including ris
Integrated financial planning Certified Financial Planner (CFP) Exam Introduction The application of financial planning knowledge to a variety of financial planning situations, as evaluated in the Certified Financial Planner (CFP) Exam.