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

Drs. Brad Klontz, CFP®, Charles Chaffin, and Ted Klontz provide a comprehensive overview of the psychological factors that impact the financial planning client in PSYCHOLOGY OF FINANCIAL PLANNING: The Practitioners Guide to Money and Behavior. It is written for both professional and academic audiences and provides a toolbox for practicing financial planners.

Format: Hardback
Length: 288 pages
Publication date: 15 September 2022
Publisher: John Wiley & Sons Inc

In PSYCHOLOGY OF FINANCIAL PLANNING: The Practitioners 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 clients 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 Boards 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 exerc.

Weight: 570g
Dimension: 160 x 235 x 26 (mm)
ISBN-13: 9781119983729