The Psychology of Financial Planning: Practitioner Resource Guide
Language: English
Published by The National Underwriter Company, 2023
- Softcover
- New
Condition: New
£ 77.77
Quantity: 1 available
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Seller Inventory # BD3TBBTM10-1954096909-11-Oz-b14-bl-2023
- Title
- The Psychology of Financial Planning: Practitioner Resource Guide
- Author
- Certified Financial Planner Board Of Standards, Inc. (CFP)
- Publisher
- The National Underwriter Company
- Publication year
- 2023
- Condition
- New
- Binding
- Soft cover
- Language
- English
- ISBN 10
- 1954096909
- ISBN 13
- 9781954096905
- Item weight
- 11 ounces
Key Highlights:
- The Psychology of Financial Planning: Practitioner Resource Guide is a companion volume to The Psychology of Financial Planning. The Psychology of Financial Planning provides the what; The Psychology of Financial Planning: Practitioner Resource Guide provides the how.
- The Psychology of Financial Planning: Practitioner Resource Guide addresses every principal knowledge topic for the psychology of financial planning domain.
- Includes step-by-step guides, do's and don'ts lists, exercises, assessments, examples and other helpful figures and lists.
Topics Covered:
- Understanding risk tolerance, including measuring risk tolerance and the impact of risk tolerance on financial decisions
- How to develop and maintain a successful client-planner relationship, including how to forge a trusting relationship
- How to gather data about clients' goals and values, as well as addressing clients' cultural values
- Understanding how cognitive biases and heuristics impact a client's financial decisions
- Identifying clients' psychological barriers, including pathological financial behaviors such as compulsive buying disorders, hoarding, financial dependence and financial enabling
- How to build a clients' motivation to achieve their financial goals
- Examining couple and family financial transparency, including facilitating goal congruence
- How to recognize and mediate financial conflict
- Identifying financial manipulation and abuse
- Utilizing verbal and nonverbal communication
- How to help your clients navigate change and crisis situations
"Synopsis" may belong to another edition of this title.
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