Overview
Psychology of Financial Planning: The Practitioner’s Guide to Money and Behavior
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.
This book title, Psychology of Financial Planning (The Practitioner's Guide to Money and Behavior), ISBN: 9781119983729, by Brad Klontz, Charles R. Chaffin, Ted Klontz, published by Wiley (December 8, 2022) 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 Psychology of Financial Planning (The Practitioner's Guide to Money and Behavior) 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 Psychology of Financial Planning (The Practitioner's Guide to Money and Behavior) books in bulk? Our Book Specialists are standing by Monday-Friday 8-5 PST, ready to help!