Financial counseling / Dorothy B. Durband, Ryan H. Law, Angela K. Mazzolini, editors.

Format:

Book

Contributor:

Durband, Dorothy B., editor.

Law, Ryan H., editor.

Mazzolini, Angela K., editor.

Language:

English

Subjects (All):

Financial planners.

Finance, Personal.

Finance, Personal--Psychological aspects.

Financial literacy.

Financial literacy--Psychological aspects.

Physical Description:

xxvi, 235 pages : illustrations (some color) ; 24 cm

Place of Publication:

Cham, Switzerland : Springer, [2019]

Summary:

Presents a practical and comprehensive overview of financial counseling skills. Refers to classic and current theories for up-to-date instruction on building long-term client competence, working with clients of diverse backgrounds, addressing problem financial behavior, and approaching sensitive topics.

Contents:

The financial counseling profession / Dorothy B. Durband, Mary Bell Carlson, and Cherie Stueve

Personal finance competencies in the practice of financial counseling / Lucy M. Delgadillo and Ryan H. Law

The practice of financial counseling / Sissy R. Osteen, Megan Ford, and Jennifer Wilson

A systemic approach to understanding diversity in financial counseling / Alycia N. DeGraff and Daniel Dillon

The importance of self-awareness for financial counselors and clients / Joseph W. Goetz, Dorothy B. Durband, and Angela K. Mazzolini

Classic theories for use in financial counseling / Angela K. Mazzolini and Sissy R. Osteen

Contemporary theories and frameworks for use in financial counseling / Kristy L. Archuleta, Sarah D. Asebedo, and Lance Palmer

Key communication and physical environment concepts for financial counselors / Ryan H. Law, Camila A. Haselwood, and Joseph W. Goetz

Frameworks for financial decision making / Benjamin F. Cummings and Sarah Newcomb

Making the science practical: behavioral interventions in practice / Sarah Newcomb and Benjamin F. Cummings

Identifying problematic financial behaviors and money disorders / Bradley T. Klontz and Derek R. Lawson

Managing challenging conversations with financial counseling clients / Sonya Britt-Lutter and Sarah D. Asebedo

Resources and tools for use in financial counseling / Ryan H. Law, Ann C. House, and Thomas A. Duffany

Looking forward: the future of financial counseling / Angela K. Mazzolini, Bryan Ashton, Rebecca Wiggins, and Vicki Jacobson

Notes:

Includes: AFC Program Core Competencies and sample financial counseling forms and worksheets.

Includes bibliographical references and index.

ISBN:

3319725858

9783319725857

OCLC:

1012302006