Overview
A Client-Centered approach to Financial Planning Practice built by Research for Practitioners
The second in the CFP Board Center for Financial Planning Series, Client Psychology explores the biases, behaviors, and perceptions that impact client decision-making and overall financial well-being.
This book, written for practitioners, researchers, and educators, outlines the theory behind many of these areas while also explicitly stating how these related areas directly impact financial planning practice. Additionally, some chapters build an argument based solely upon theory while others will have exclusively practical applications.
- Defines an entirely new area of focus within financial planning practice and research: Client Psychology
- Serves as the essential reference for financial planners on client psychology
- Builds upon and expands the body of knowledge for financial planning
- Provides insight regarding the factors that impact client financial decision-making from a multidisciplinary approach
This book title, Client Psychology, ISBN: 9781119436263, by Charles R. Chaffin, CFP Board, published by Wiley (March 13, 2018) is available in hardcover. Our minimum order quantity is 25 copies. All standard bulk book orders ship FREE in the continental USA and delivered in 4-10 business days.
Unlike Amazon and other retailers who may also offer Client Psychology books on their website, we specialize in large quantities and provide personal service, from trusted, experienced, friendly people in Portland, Oregon. We offer a Price Match Guarantee, and QuickQuote form, to make purchasing quick and easy.
Prefer to work with a human being when you order Client Psychology books in bulk? Our Book Specialists are standing by Monday-Friday 8-5 PST, ready to help!