Psychology of Financial Planning: Practitioner's Toolkit is a practical, hands-on companion resource to the authors' Psychology of Financial Planning. It brings assessments, reflection and exercises that helps the financial planner better understand their own biases and behaviors as well as those of their clients. The Practitioner's Toolkit includes exercise related to all of the learning objectives in the Psychology of Financial Planning that are found on the CFP® Exam.

This Practitioner's Toolkit offers a collection of tools designed to expand on aspects of the companion book, including assessments and exercises financial planners can use with their clients. It guides readers through the application of concepts explored in the Psychology of Financial Planning and encourages discussion and sharing with clients and members of planning firms.

Readers will also find:

Tools and strategies to assist the financial planner in understanding client and planner attitudes, values, and biases,
Explorations of multicultural competence, behavioral finance, and helping client's navigate crisis events across a broad range of circumstances and financial planning clients,
Exercises that focus on resolving common sources of money conflict, avenues to get the client to take action, client goal-setting, and principles of effective communication and facilitating change.

Designed for current and aspiring financial planning professionals and educators in financial planning across roles and business models, The Psychology of Financial Planning: Practitioner's Toolkit is a must-have on bookshelves of practitioners from firms large and small.

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Yes, you can access Psychology of Financial Planning, Practitioner's Toolkit 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

9781394161249

Edition

Topic

Personal Development

Subtopic

Personal Finance

Cover
Table of Contents
Title Page
Copyright
Introduction
Chapter 1: Client Values and Goals
Chapter 2: Multicultural Competence in Financial Planning
Chapter 3: Financial Flashpoints: Exploring a Client's Financial Background
Chapter 4: Money Scripts: Exploring a Client's Beliefs About Money
Chapter 5: Financial Behaviors and Outcomes
Chapter 6: Principles of Effective Communication
Chapter 7: Client and Planner Attitudes, Values, and Biases
Chapter 8: Sources of Money Conflict: Working with Couples and Families
Chapter 9: Helping Clients Navigate Crisis Events
Chapter 10: Principles of Counseling in Financial Planning Practice
Chapter 11: Behavioral Finance: Understanding Cognitive Biases and Heuristics … and What to Do About Them
Chapter 12: Getting the Client to Take Action
Going Forward
In Closing
Index
End User License Agreement