Psychology of Financial Planning: The Practitioner's Guide to Money and Behavior (Chaffin Charles R.)(Pevná vazba)

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 moneyClient and planner attitudes, values, & biasesFinancial flashpoints, money scripts, and financial behaviorsBehavioral financeSources of money conflictPrinciples of counselingMulticultural competence in financial planningGeneral principles of effective communicationHelping clients navigate crisis eventsAssessment in financial planningEthical considerations in the psychology of fi
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