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Psychology of Financial Planning
The Practitioner's Guide to Money and Behavior
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Psychology of Financial Planning
$9499
Unit price
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Unavailable
Book Hero Magic created this recommendation. While it's new and still learning, it may not be perfect - your feedback is welcome! IS THIS YOUR NEXT READ?
Book Hero Magic formatted this description to make it easier to read. While it's new and
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Description
Psychology of Financial Planning: The Practitioner’s Guide to Money and Behaviour is a comprehensive overview authored by Drs. Brad Klontz, CFP®, Charles Chaffin, and Ted Klontz, focusing on the psychological factors impacting financial planning clients.
Designed for both professional and academic audiences, Psychology of Financial Planning caters to those with 30 years in practice as well as individuals just beginning their journey. It places a strong emphasis on applying psychology to real-world financial planning scenarios. This book provides a necessary toolbox for practising financial planners who understand that comprehending their client’s psychology is essential for effective financial guidance.
The book is also a valuable resource for academic institutions now tasked with educating their students in the CFP Board’s newest category of learning objectives: the psychology of financial planning.
Topics include:
- Why we are bad with money
- Client and planner attitudes, values, & biases
- Financial flashpoints, money scripts, and financial behaviours
- Behavioural finance
- Sources of money conflict
- Principles of counselling
- 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 theory, illustrating how practitioners can use psychology to better serve their clients. The accompanying workbook offers exercises, scripts, and workshop activities for firms and practitioners committed to engaging and implementing the content in meaningful ways.
Book Details
INFORMATION
ISBN: 9781119983729
Publisher: John Wiley & Sons Inc
Format: Hardback
Date Published: 15 September 2022
Country: United States
Imprint: John Wiley & Sons Inc
Audience: General / adult
DIMENSIONS
Spine width: 28.0mm
Width: 155.0mm
Height: 231.0mm
Weight: 544g
Pages: 288
About the Author
DR. BRAD KLONTZ is an expert in financial psychology, financial planning, and applied behavioral finance. He is a clinical psychologist, a Professor at Creighton University Heider College of Business, and a Certified Financial Planner® practitioner. He is an award-winning academic and researcher but also a practicing financial planner and owner of Your Mental Wealth Advisors, a Registered Investment Advisor (RIA) firm, where he works directly with clients in a financial planning capacity. His unique background and perspective have helped make him a leading expert in financial psychology creating educational content that goes beyond just theory and can be directly applied into a real-world financial planning context.
DR. CHARLES CHAFFIN’s work encompasses a broad range of fields, from educational and cognitive psychology to financial planning. He has served as the author or lead editor of 6 different books within financial planning and cognitive psychology, helping practitioners become more client-centered and helping individuals and companies address the pushes and pulls on attention in the workplace. He has taught at the undergraduate and graduate level, as well as in a variety of executive education programs. For over a decade, Dr. Chaffin served as Director of Academic Initiatives with CFP Board in Washington, DC, working with a variety of financial planning programs and led research initiatives that directly or indirectly related to financial planning practice. He consults with financial service firms and is a regular keynote speaker at a variety of conferences.
PAUL T (TED) KLONTZ, Ph.D., Associate Professor of Practice of Financial Psychology and Behavioral Finance at Creighton University’s Heider College of Business, Founder and CEO of Klontz Consulting Group and Co-Founder and Director of the Financial Psychology Institute®, is based in Nashville, TN. He has a 40+ year career in counseling, consulting and advising that has included authoring, co-authoring and/or contributing to six financial psychology related books: Money Mammoth: Unlocking the Secrets of Financial Psychology to Break from the Herd and Avoid Extinction:,Mind over Money: Overcoming the Money Disorders that Threaten Our Financial Health, Wired for Wealth, Financial Wisdom of Ebenezer Scrooge, Facilitating Financial Health, Financial Therapy: Theory, Research and Practice.
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