1
of
1
Psychology of Financial Planning, Practitioner's Toolkit
Book Hero Magic crafted this summary to help describe this book. While it's new and still
learning, it may not be perfect - your
feedback is welcome!
Summary
Read More
Format: Paperback / softback
$7599
Unit price
/
Unavailable
AVAILABLE WITH SUPPLIER
Ships from our Auckland warehouse within 3-4 weeks
Found a better price? Request a price match
Psychology of Financial Planning, Practitioner's Toolkit
$7599
Unit price
/
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
still learning, it may not be perfect - your
feedback is welcome!
Description
Tools to help financial planners become more effective
Psychology of Financial Planning: Practitioner's Toolkit is a practical, hands-on companion resource to the authors' Psychology of Financial Planning. It provides assessments, reflections, and exercises that help financial planners better understand their own biases and behaviours, as well as those of their clients. The Practitioner’s Toolkit includes exercises related to all of the learning objectives in the Psychology of Financial Planning that are found on the CFP® Exam.
This Practitioner’s Toolkit offers a collection of tools designed to expand on aspects of the companion book, including assessments and exercises financial planners can use with their clients. It guides readers through the application of concepts explored in the Psychology of Financial Planning and encourages discussion and sharing with clients and members of planning firms.
Readers will also find:
- Tools and strategies to assist the financial planner in understanding client and planner attitudes, values, and biases.
- Explorations of multicultural competence, behavioural finance, and helping clients navigate crisis events across a broad range of circumstances and financial planning clients.
- Exercises that focus on resolving common sources of money conflict, avenues to get the client to take action, client goal-setting, and principles of effective communication and facilitating change.
Designed for current and aspiring financial planning professionals and educators in financial planning across roles and business models, The Psychology of Financial Planning: Practitioner’s Toolkit is a must-have on the bookshelves of practitioners from firms large and small.
Book Details
INFORMATION
ISBN: 9781394153343
Publisher: John Wiley & Sons Inc
Format: Paperback / softback
Date Published: 24 November 2022
Country: United States
Imprint: John Wiley & Sons Inc
Audience: General / adult
DIMENSIONS
Spine width: 15.0mm
Width: 185.0mm
Height: 234.0mm
Weight: 318g
Pages: 208
About the Author
DR. BRAD KLONTZ is an expert in financial psychology, financial planning, and applied behavioral finance. He is a clinical psychologist and a Certified Financial Planner® practitioner. He is Associate Professor of Practice at Creighton University’s Heider College of Business and a Managing Principal of Your Mental Wealth Advisors, a Registered Investment Advisor (RIA). 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 has worked with a variety of financial planning programs and led research initiatives that are 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.
Dr. PAUL T (TED) KLONTZ is an 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®. 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.
Also by Brad Klontz
View all-
Start Thinking Rich
Incisive guide to transform your relationship towards money and finally start building real wealth Start Thinking Rich: 21 Harsh Truths to Take You from Broke to Financial Freedom delivers an inspirational, tough-love, and step-by-step guide for readers to finally start building their own legacy of wealth no matter where they're starting from. Filled with proven money-making, saving, and investment strategies,...Hardback$5699Unit price /UnavailableAvailableShips in 3-4 weeks -
Money Mammoth
A look at the psychological barriers to financial success and how to create a better financial future When it comes to our relationship with money, we are in the Stone Age. Despite the relentless barrage of information and warnings from financial experts, the average American is in terrible financial shape. It turns out that human beings are just not wired...Hardback$7599Unit price /UnavailableAvailableShips in 3-4 weeks -
Psychology of Financial Planning
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...Hardback$9499Unit price /UnavailableAvailableShips in 3-4 weeks -
Psychology of Financial Planning
Understand client behaviour and apply financial psychology in real-world planning Now in its Second Edition, Psychology of Financial Planning: The Practitioner's Guide to Money and Behavior remains the definitive resource for understanding the psychological dynamics that influence financial decision-making. Authored by three leading experts in financial psychology, this updated volume aligns with the CFP Board's expanded learning objectives and provides...Hardback$11099Unit price /UnavailableAvailableShips in 3-4 weeks
Also by Charles R. Chaffin
View all-
Numb
Discover how to manage this noisy world without it managing you. In Numb, distinguished author Dr. Charles R. Chaffin delivers a fun and evidence-based exploration of how you can devote more attention to what you believe is important while ignoring the distractions that increasingly permeate your life. Using research from cognitive, education, positive, and clinical psychology, the book identifies the...Hardback$5699Unit price /UnavailableAvailableShips in 3-4 weeks -
Psychology of Financial Planning
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...Hardback$9499Unit price /UnavailableAvailableShips in 3-4 weeks -
Psychology of Financial Planning
Understand client behaviour and apply financial psychology in real-world planning Now in its Second Edition, Psychology of Financial Planning: The Practitioner's Guide to Money and Behavior remains the definitive resource for understanding the psychological dynamics that influence financial decision-making. Authored by three leading experts in financial psychology, this updated volume aligns with the CFP Board's expanded learning objectives and provides...Hardback$11099Unit price /UnavailableAvailableShips in 3-4 weeks
Also by Ted Klontz
View all-
Money Mammoth
A look at the psychological barriers to financial success and how to create a better financial future When it comes to our relationship with money, we are in the Stone Age. Despite the relentless barrage of information and warnings from financial experts, the average American is in terrible financial shape. It turns out that human beings are just not wired...Hardback$7599Unit price /UnavailableAvailableShips in 3-4 weeks -
Psychology of Financial Planning
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...Hardback$9499Unit price /UnavailableAvailableShips in 3-4 weeks -
Psychology of Financial Planning
Understand client behaviour and apply financial psychology in real-world planning Now in its Second Edition, Psychology of Financial Planning: The Practitioner's Guide to Money and Behavior remains the definitive resource for understanding the psychological dynamics that influence financial decision-making. Authored by three leading experts in financial psychology, this updated volume aligns with the CFP Board's expanded learning objectives and provides...Hardback$11099Unit price /UnavailableAvailableShips in 3-4 weeks
More from Self-Help & Personal Development
View all-
Signed CopyNew Release"What Were You Thinking!?"
Everything parents need to know about their baby, child or teen's developing brain to raise resilient, emotional intelligent kids, by globally renowned neuroscience educator Nathan Wallis. 'What were you thinking!?'If you've ever asked this in despair while watching a toddler melt down, a tween push boundaries or a teenager make a truly terrible decision, this book is for you.In "What Were...Paperback$3299Elsewhere:$3999Unit price /UnavailableIn StockShips today -
The Let Them Theory
New York Times Bestselling Author. Millions of books sold worldwide! A Life-Changing Tool Millions of People Can't Stop Talking About What if the key to happiness, success, and love was as simple as two words? If you've ever felt stuck, overwhelmed, or frustrated with where you are, the problem isn't you. The problem is the power you give to other...Paperback$2599Elsewhere:$3200Unit price /UnavailableIn StockShips today -
New ReleaseEat Your Ice Cream
The New York Times bestseller that presents a bold new vision for living well and ageing with purpose from a world-renowned health expert THE INSTANT NEW YORK TIMES BESTSELLER From a leading doctor and world-renowned health expert, the simple, uplifting and practical guide to cutting through the wellness noise, living well and ageing with purpose. ‘Essential reading for anyone who...Paperback$3199Elsewhere:$4000Unit price /UnavailableIn StockShips today -
New Release
The Winner's Formula
The Neuroscience of Peak Performance, Success, and Happiness Why do some people win all the time? Why do others languish? From Olympians to Formula 1 drivers, addicts to billionaires, cognitive neuroscientist Dr Kerry Spackman has spent decades working to help people understand how to succeed. In The Winner's Formula, Kerry explains what goes on in your brain when you are...Paperback$3199Elsewhere:$3999Unit price /UnavailableIn StockShips today -
Choose Your Hard
Every path in life is hard. Being unfit and unhealthy is hard. Choosing to exercise, eat well, face discomfort, and do the difficult things is also hard. The question is: which hard do you choose? In Choose Your Hard, Professor Grant Schofield, one of New Zealand’s most cited health scientists with over 18,000 citations in the scientific literature, argues that...Paperback$3300Elsewhere:$3500Unit price /UnavailableIn StockShips today -
New ReleaseThe Atomic Habits Daily Calendar
Powerful ideas for each day of the year from the author of the #1 worldwide bestseller, Atomic Habits. Based on the principles that made Atomic Habits a global phenomenon, this daily calendar turns habit formation into a simple daily practice. Get actionable guidance, motivational insights, and system-building tools that make it easier to get a little bit better—every day of...Calendar$3699Elsewhere:$3999Unit price /UnavailableIn StockShips today -
The DOSE Effect
The DOSE Effect offers small habits to boost your brain chemistry. "This book will help you find more motivation, create deeper connections, energise your body, and destress your mind," says Jay Shetty, author of Think Like a Monk. Life can feel overwhelming, but it doesn’t have to be. Today’s fast-paced world leaves many of us struggling with extreme emotional highs...Paperback$3199Elsewhere:$3999Unit price /UnavailableIn StockShips today -
New ReleaseNow What?
There are countless self-help books telling you how to get the life you want—how to find your purpose, make your plan, follow your goals. Yet, too many of us are frozen in life, unfulfilled and stuck with what we have. Too often, we only see our future through a lens of the past—our past beliefs, experiences, and circumstances. We desire...Paperback$3299Elsewhere:$3999Unit price /UnavailableIn StockShips today -
We Can Do Hard Things
We Can Do Hard Things is a powerful and inspiring guide co-authored by renowned voices Abby Wambach, Glennon Doyle, and Amanda Doyle. This compelling book offers insights and encouragement to help readers tackle life's toughest challenges. By combining personal stories with practical advice, the authors empower you to embrace resilience and courage. Their collective wisdom sheds light on the strength...Paperback$3200Elsewhere:$4000Unit price /UnavailableIn StockShips today -
Atua Wahine
Ancient wisdom of the Māori goddesses to help you navigate the modern world Atua Wahine are the Māori goddesses who make up the world around us: earth, fire, water, the moon, and more. From the earth mother, Papatuanuku, who sustains and nurtures us, to the goddess of peace, Hineputehue, who transformed pain into beauty, and the misunderstood goddess of the...Hardback$3000Elsewhere:$3699Unit price /UnavailableBackorderShips mid August -
The Myth of Normal
A book that changes everything - from the legendary Dr Gabor Maté THE INSTANT SUNDAY TIMES BESTSELLER OVER ONE MILLION COPIES SOLD We tend to believe that normality equals health. Yet what is the norm in the Western world? Mental illness and chronic disease are on an unstoppable rise. How did we get here? And what lies ahead for us?...Paperback$2400Elsewhere:$3000Unit price /UnavailableIn StockShips today -
The Anxious Generation
A powerful argument for reclaiming childhood—and all human relationships—from the online world, from the influential social psychologist and international bestselling author. Jonathan Haidt has spent his career speaking truth and wisdom in some of the most difficult spaces—communities polarised by politics and religion, campuses battling culture wars, and now the mental health emergency hitting teenagers today in many countries around...Paperback$2299Elsewhere:$3000Unit price /UnavailableIn StockShips today
Why buy from us?
Book Hero is not a chain store or big box retailer. We're an independent 100% NZ-owned business on a mission to help more Kiwis rediscover a love of books and reading!
Service & Delivery
Our warehouse in Auckland holds over 100,000 books, toys, board games and puzzles in-stock so you're not waiting for your order to arrive from overseas.
Auckland Bookstore
We're primarily an online store, but for your convenience you can pick up your order for free from our bookstore, which is right next door to our warehouse in Hobsonville.
Our Gifting Service
Books make wonderful thoughtful gifts and we're here to help with gift-wrapping and cards. We can even send your gift directly to your loved one.
