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Psychology of Financial Planning: The Practitioner's Guide to Money and Behavior

US $28.08
ApproximatelyAU $43.18
Condition:
Very good
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eBay item number:187363096046
Last updated on 08 Aug, 2025 10:06:51 AESTView all revisionsView all revisions

Item specifics

Condition
Very good: A book that does not look new and has been read but is in excellent condition. No obvious ...
ISBN
9781119983729

About this product

Product Identifiers

Publisher
Wiley & Sons, Incorporated, John
ISBN-10
111998372X
ISBN-13
9781119983729
eBay Product ID (ePID)
10057258736

Product Key Features

Book Title
Psychology of Financial Planning : the Practitioner's Guide to Money and Behavior
Number of Pages
288 Pages
Language
English
Publication Year
2022
Topic
Personal Finance / Money Management, Personal Finance / Investing, Personal Finance / General, Personal Finance / Retirement Planning
Genre
Business & Economics
Author
Charles R. Chaffin, Ted Klontz, Brad Klontz
Format
Hardcover

Dimensions

Item Height
1.1 in
Item Weight
19.2 Oz
Item Length
9.1 in
Item Width
6.1 in

Additional Product Features

Intended Audience
Trade
LCCN
2022-030849
Synopsis
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.
LC Classification Number
HG179.K5736 2023

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Pioneer Book

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