Description

Psychology of Financial Planning: The Practitioner’s Guide to Money and Behavior

In PSYCHOLOGY OF FINANCIAL PLANNING: The Practitioner’s Guide to Money and Behavior, distinguished authors Drs. Brad Klontz, CFP®, Charles Chaffin, and Ted Klontz deliver a comprehensive overview of the psychological factors that impact the financial planning client.

Designed for both professional and academic audiences, PSYCHOLOGY OF FINANCIAL PLANNING is written for those with 30 years in practice as well as those just beginning their journey.

With a focus on how psychology can be applied to real-world financial planning scenarios, PSYCHOLOGY OF FINANCIAL PLANNING provides a much-needed toolbox for practicing financial planners who know that understanding their client’s psychology is critical to their ability to be effective.

The PSYCHOLOGY OF FINANCIAL PLANNING is also a much-needed resource for academic institutions who now need to educate their students in the CFP Board’s newest category of learning objectives: psychology of financial planning.

Topics include:

  • Why we are bad with money
  • Client and planner attitudes, values, & biases
  • Financial flashpoints, money scripts, and financial behaviors
  • Behavioral finance
  • Sources of money conflict
  • Principles of counseling
  • Multicultural competence in financial planning
  • General principles of effective communication
  • Helping clients navigate crisis events
  • Assessment in financial planning
  • Ethical considerations in the psychology of financial planning
  • Getting clients to take action
  • Integrating financial psychology into the financial planning process

PSYCHOLOGY OF FINANCIAL PLANNING goes beyond just theory to show how practitioners can use psychology to better serve their clients. The accompanying workbook provides exercises, scripts, and workshop activities for firms and practitioners who are dedicated to engaging and implementing the content in meaningful ways.

Psychology of Financial Planning: The Practitioner's Guide to Money and Behavior

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£37.99

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Usually despatched within 14 days
Hardback by Brad Klontz , Charles R. Chaffin

2 in stock

Short Description:

Psychology of Financial Planning: The Practitioner’s Guide to Money and Behavior In PSYCHOLOGY OF FINANCIAL PLANNING: The Practitioner’s Guide to... Read more

    Publisher: John Wiley & Sons Inc
    Publication Date: 15/09/2022
    ISBN13: 9781119983729, 978-1119983729
    ISBN10: 111998372X

    Number of Pages: 288

    Non Fiction , Business, Finance & Law

    Description

    Psychology of Financial Planning: The Practitioner’s Guide to Money and Behavior

    In PSYCHOLOGY OF FINANCIAL PLANNING: The Practitioner’s Guide to Money and Behavior, distinguished authors Drs. Brad Klontz, CFP®, Charles Chaffin, and Ted Klontz deliver a comprehensive overview of the psychological factors that impact the financial planning client.

    Designed for both professional and academic audiences, PSYCHOLOGY OF FINANCIAL PLANNING is written for those with 30 years in practice as well as those just beginning their journey.

    With a focus on how psychology can be applied to real-world financial planning scenarios, PSYCHOLOGY OF FINANCIAL PLANNING provides a much-needed toolbox for practicing financial planners who know that understanding their client’s psychology is critical to their ability to be effective.

    The PSYCHOLOGY OF FINANCIAL PLANNING is also a much-needed resource for academic institutions who now need to educate their students in the CFP Board’s newest category of learning objectives: psychology of financial planning.

    Topics include:

    • Why we are bad with money
    • Client and planner attitudes, values, & biases
    • Financial flashpoints, money scripts, and financial behaviors
    • Behavioral finance
    • Sources of money conflict
    • Principles of counseling
    • Multicultural competence in financial planning
    • General principles of effective communication
    • Helping clients navigate crisis events
    • Assessment in financial planning
    • Ethical considerations in the psychology of financial planning
    • Getting clients to take action
    • Integrating financial psychology into the financial planning process

    PSYCHOLOGY OF FINANCIAL PLANNING goes beyond just theory to show how practitioners can use psychology to better serve their clients. The accompanying workbook provides exercises, scripts, and workshop activities for firms and practitioners who are dedicated to engaging and implementing the content in meaningful ways.

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