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Client Psychology

By CFP Board
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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
Client Psychology offers a client-centred approach to financial planning practice, founded on extensive research tailored for practitioners. This volume explores the biases, behaviours, and perceptions that influence client decision-making and financial well-being. It combines theoretical insights with practical applications, defining a new vital area within financial planning that enhances both practice and research.
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Format: Hardback
$10600

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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?

Ideal for CFP® professionals, financial planners, researchers, educators, and students aiming for a career in financial services. This book is essential for anyone seeking to deepen their understanding of the psychological factors shaping client financial decisions.

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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

A Client-Centered approach to Financial Planning Practice built by Research for Practitioners

The second in the CFP Board Center for Financial Planning Series, Client Psychology explores the biases, behaviours, and perceptions that impact client decision-making and overall financial well-being.

This book, written for practitioners, researchers, and educators, outlines the theory behind many of these areas while also explicitly stating how these related areas directly impact financial planning practice. Additionally, some chapters build an argument based solely upon theory while others have exclusively practical applications.

  • Defines an entirely new area of focus within financial planning practice and research: Client Psychology
  • Serves as the essential reference for financial planners on client psychology
  • Builds upon and expands the body of knowledge for financial planning
  • Provides insight regarding the factors that impact client financial decision-making from a multidisciplinary approach

If you’re a CFP® professional, researcher, financial advisor, or student pursuing a career in financial planning or financial services, this book deserves a prominent spot on your professional bookshelf.

Book Details

INFORMATION

ISBN: 9781119436263

Publisher: John Wiley & Sons Inc

Format: Hardback

Date Published: 24 April 2018

Country: United States

Imprint: John Wiley & Sons Inc

Contributors:

  • Edited by Charles R. Chaffin

Audience: General / adult

DIMENSIONS

Spine width: 38.0mm

Width: 163.0mm

Height: 229.0mm

Weight: 499g

Pages: 336

Collections

CFP Board Education & Reference Finance & Economics Finance & Investment Non-Fiction

About the Author

CHARLES R. CHAFFIN, ED.D., is Director of Academic Initiatives at the CFP Board Center for Financial Planning. He is Executive Editor of Financial Planning Review, the academic journal from the CFP Board Center for Financial Planning. In addition, he leads the Academic Research Colloquium and the Columbia University–CFP Board Teaching Seminar and serves as editor of the CFP Board Center for Financial Planning Series. He is a published researcher with a multitude of papers that focus on the cognitive workload of learners in different task settings, reflective practice, and best practices in higher education curriculum and instruction, both within education as well as within financial planning. He has taught all levels of learners, from elementary school, baccalaureate, graduate, and doctoral studies through a variety of instructional platforms. He holds a graduate degree from the University of Michigan and a doctorate from the University of Illinois at Urbana-Champaign.

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