Psychology of Financial Planning: The Practitioner’s Guide to Money and Behavior 1st Edition – Ebook Instant Download/Delivery ISBN(s): 9781119983729,111998372X,9781119983736, 1119983738

Product details:

• ISBN-10: 1119983738
• ISBN-13: 9781119983736
• Author: Brad Klontz, Charles R. Chaffin, Ted Klontz
  

Given that Psychology of Financial Planning is now a required topic for both initial certification as well as Continuing Education, there are massive market opportunities for this book. There are over 200 educational institutions accredited by the CFP Board that graduate an estimated 5,000 students per year. PSYCHOLOGY OF FINANCIAL PLANNING has the potential to be the equivalent of an “Introduction to Psychology”-type textbook that every student in the field of financial planning must have. There will also be ongoing demand for periodic updates. In addition, there are over 92,000 CFP® professionals who will be looking for Continuing Education credits in the psychology of financial planning. This is an unprecedented market opportunity to create THE comprehensive resource in psychology and financial planning that acts as a companion to the existing textbooks covering the traditional core learning objectives in financial planning.

Table contents:

PART I: THE PSYCHOLOGY OF MONEY

CHAPTER 1: Financial Instincts: Why We Are Bad With Money

CHAPTER 2: Behavioral Finance: Understanding Cognitive Biases and Heuristics and What to Do About Them

CHAPTER 3: The Environment

PART II: UNDERSTANDING A CLIENT’S FINANCIAL PSYCHOLOGY

CHAPTER 4: Financial Flashpoints: Exploring a Client’s Financial Background

CHAPTER 5: Money Beliefs

CHAPTER 6: Financial Behaviors and Outcomes

PART III: PRINCIPLES OF COUNSELING, PSYCHOLOGY, AND COMMUNICATION

CHAPTER 7: Sources of Money Conflict

CHAPTER 8: The Principles of Effective Communication

CHAPTER 9: Solution‐Focused Techniques in Financial Planning

CHAPTER 10: Cognitive Behavioral Approaches in Financial Planning

CHAPTER 11: Positive Psychology in Financial Planning

CHAPTER 12: Working with Couples and Families: A Systems Perspective

PART IV: CLIENT AND PLANNER ATTITUDES, VALUES, AND BIASES

CHAPTER 13: Multicultural Competence in Financial Planning: Understanding Your Client’s Cultural Identity

CHAPTER 14: Financial Risk Tolerance

CHAPTER 15: Client‐Preferred Learning Styles: Getting and Keeping Your Client’s Attention

CHAPTER 16: Client Values and Goals

PART V: INTEGRATING FINANCIAL PSYCHOLOGY INTO FINANCIAL PLANNING

CHAPTER 17: Getting the Client to Take Action: Motivational Interviewing in Financial Planning

CHAPTER 18: Helping a Client in Crisis

CHAPTER 19: Assessment in Financial Planning

CHAPTER 20: The Role of the Financial Planner: Ethical Considerations in the Psychology of Financial Planning

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