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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 money
  • Client and planner attitudes, values, & biases
  • Financial flashpoints, money scripts, and financial behaviors
  • Behavioral finance
  • Sources of money conflict
  • Principles of counseling
  • 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 just theory to show how practitioners can use psychology to better serve their clients. The accompanying workbook provides exercises, scripts, and workshop activities for firms and practitioners who are dedicated to engaging and implementing the content in meaningful ways.

Table of Contents

  1. Cover
  2. Title Page
  3. Copyright
  4. Dedication
  5. About the Authors
  6. Introduction
  7. PART I: THE PSYCHOLOGY OF MONEY
  8. PART II: UNDERSTANDING A CLIENT'S FINANCIAL PSYCHOLOGY
  9. PART III: PRINCIPLES OF COUNSELING, PSYCHOLOGY, AND COMMUNICATION
  10. PART IV: CLIENT AND PLANNER ATTITUDES, VALUES, AND BIASES
  11. PART V: INTEGRATING FINANCIAL PSYCHOLOGY INTO FINANCIAL PLANNING
  12. References
  13. Index
  14. End User License Agreement
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