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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Yes, you can access Psychology of Financial Planning by Brad Klontz,Charles R. Chaffin,Ted Klontz in PDF and/or ePUB format, as well as other popular books in Personal Development & Personal Finance. We have over one million books available in our catalogue for you to explore.

Information

Publisher

Wiley

Year

2022

ISBN

9781119983736

Edition

Topic

Personal Development

Subtopic

Personal Finance

Cover
Table of Contents
Title Page
Copyright
Dedication
About the Authors
Introduction
PART I: THE PSYCHOLOGY OF MONEY
PART II: UNDERSTANDING A CLIENT'S FINANCIAL PSYCHOLOGY
PART III: PRINCIPLES OF COUNSELING, PSYCHOLOGY, AND COMMUNICATION
PART IV: CLIENT AND PLANNER ATTITUDES, VALUES, AND BIASES
PART V: INTEGRATING FINANCIAL PSYCHOLOGY INTO FINANCIAL PLANNING
References
Index
End User License Agreement