Psychology of Financial Planning, Practitioner's Toolkit

Name: Psychology of Financial Planning, Practitioner's Toolkit
Brand: Unknown
SKU: 9781394153343
Price: 75.99 NZD
Availability: InStock

By Ted Klontz and Brad Klontz and Charles R. Chaffin

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Summary

Psychology of Financial Planning, Practitioner's Toolkit offers financial professionals an insightful guide into understanding the psychological aspects impacting financial decision-making. The book combines theory with practical strategies to help advisors address clients' behaviours and emotions concerning money. It explores techniques to enhance client engagement and improve financial outcomes by applying psychological principles to financial planning practices.
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Format: Paperback / softback

$75⁹⁹

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Psychology of Financial Planning, Practitioner's Toolkit

$75⁹⁹

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?

You might enjoy this toolkit if you're looking to enhance your understanding of the psychological aspects of financial planning. It is ideal for professionals aiming to improve client relationships and provides actionable insights into how emotions and behaviours impact financial decisions. If you're interested in blending financial expertise with psychology to better serve clients or improve your own financial habits, this resource could be very valuable.

Psychology of Financial Planning, Practitioner's Toolkit

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

Collections

Brad Klontz Charles R. Chaffin Finance & Investment Mindset & Self Help New Year, New You Non-Fiction Personal Finance Self-Help & Personal Development Ted Klontz

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.