The psychology of financial planning : the practitioner's guide to money and behavior / Charles R. Chaffin, Ted Klontz, and Brad Klontz.

Format:

Book

Author/Creator:

Chaffin, Charles R., author.

Klontz, Ted, author.

Klontz, Brad, author.

Language:

English

Subjects (All):

Finance, Personal--Psychological aspects.

Finance, Personal.

Money--Psychological aspects.

Money.

Physical Description:

1 online resource (291 pages)

Place of Publication:

Hoboken, New Jersey : John Wiley & Sons, Inc., [2022]

Summary:

"In the Fall of 2021, the CFP Board announced the creation of a new category of learning objectives: Psychology of Financial Planning. As such, aspiring financial planners are now all required to gain knowledge in several key areas of financial psychology. Along with this announcement came a sense of panic, as educational institutions across the country realized they are NOT equipped to teach their students about psychology. Written by the world's leading experts in financial psychology, Psychology of Financial Planning will be THE comprehensive resource to provide programs and professors in financial planning the knowledge and tools they need to meet these new educational requirements. Designed for both academic and professional audiences, Psychology of Financial Planning is written in an engaging style equally suitable for college students as seasoned financial planners in the field. 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"-- Provided by publisher.

Contents:

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

Notes:

Description based on print version record.

Other Format:

Print version: Chaffin, Charles R. Psychology of Financial Planning

ISBN:

9781119983736

1119983738

OCLC:

1341268277