{"product_id":"psychology-of-financial-planning-the-practitioners-guide-to-money-and-behavior-hardcover","title":"Psychology of Financial Planning: The Practitioner's Guide to Money and Behavior - Hardcover","description":"\u003cp\u003eby \u003cb\u003eBrad Klontz\u003c\/b\u003e (Author), \u003cb\u003eCharles R. Chaffin\u003c\/b\u003e (Author), \u003cb\u003eTed Klontz\u003c\/b\u003e (Author)\u003c\/p\u003e\u003cp\u003e\u003c\/p\u003e\u003cp\u003e\u003cb\u003ePsychology of Financial Planning: The Practitioner's Guide to Money and Behavior\u003c\/b\u003e \u003c\/p\u003e\u003cp\u003eIn PSYCHOLOGY OF FINANCIAL PLANNING: The Practitioner's Guide to Money and Behavior, distinguished authors Drs. Brad Klontz, CFP(R), Charles Chaffin, and Ted Klontz deliver a comprehensive overview of the psychological factors that impact the financial planning client. \u003c\/p\u003e\u003cp\u003eDesigned 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. \u003c\/p\u003e\u003cp\u003eWith 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. \u003c\/p\u003e\u003cp\u003eThe 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. \u003c\/p\u003e\u003cp\u003eTopics include: \u003c\/p\u003e\u003cul\u003e \u003cli\u003eWhy we are bad with money\u003c\/li\u003e \u003cli\u003eClient and planner attitudes, values, \u0026amp; biases\u003c\/li\u003e \u003cli\u003eFinancial flashpoints, money scripts, and financial behaviors\u003c\/li\u003e \u003cli\u003eBehavioral finance\u003c\/li\u003e \u003cli\u003eSources of money conflict\u003c\/li\u003e \u003cli\u003ePrinciples of counseling\u003c\/li\u003e \u003cli\u003eMulticultural competence in financial planning\u003c\/li\u003e \u003cli\u003eGeneral principles of effective communication\u003c\/li\u003e \u003cli\u003eHelping clients navigate crisis events\u003c\/li\u003e \u003cli\u003eAssessment in financial planning\u003c\/li\u003e \u003cli\u003eEthical considerations in the psychology of financial planning\u003c\/li\u003e \u003cli\u003eGetting clients to take action\u003c\/li\u003e \u003cli\u003eIntegrating financial psychology into the financial planning process \u003c\/li\u003e\n\u003c\/ul\u003e\u003cp\u003ePSYCHOLOGY 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.\u003c\/p\u003e\u003ch3\u003eFront Jacket\u003c\/h3\u003e\u003cp\u003e\u003c\/p\u003e\u003cp\u003e The inclusion of the psychology of financial planning into the required body of knowledge for financial planners is a huge leap forward for the profession to become even more client centered. A thorough understanding of the financial psychology of clients helps advisors from all business models better address their goals and needs in real-time. \u003c\/p\u003e \u003cp\u003eIn \u003ci\u003ePsychology of Financial Planning: The Practitioner's Guide to Money and Behavior\u003c\/i\u003e, the distinguished team of practitioners and scholars delivers a deep dive into five different areas of the financial psychology of clients. The book offers contexts, tools, and solutions for the most frequently encountered issues in each of these areas and shows financial practitioners how to address the financial behaviors, triggers, flashpoints, beliefs, and cognitive biases that commonly arise. \u003c\/p\u003e\u003cp\u003eThis book is not about just defining terms and phrases. You'll learn to facilitate behavioral change by asking the right questions and providing advice in the right way. The authors present the Klontz-Chaffin Model of Financial Psychology, which outlines the factors that impact money and behavior. They go beyond the cliché advice offered by countless media \"experts\" who tell people to \"buy low and sell high\" and not live beyond your means by showing you how to help clients actually change their behaviors. \u003c\/p\u003e\u003cp\u003eThe book explains how to help clients by helping them use their worldview and experiences to inform and improve the financial decisions they make every day. \u003c\/p\u003e\u003cp\u003eAn essential guide for financial planners and advisors seeking to increase the positive impact they have on the lives of their clients and their families, \u003ci\u003ePsychology of Financial Planning: The Practitioner's Guide to Money and Behavior\u003c\/i\u003e will also earn a place in the libraries of anyone interested in the psychology of money, investing, and wealth building.\u003c\/p\u003e\u003ch3\u003eBack Jacket\u003c\/h3\u003e\u003cp\u003e\u003c\/p\u003e\u003cp\u003e\u003cb\u003eUNCOVER WHAT MOTIVATES YOUR FINANCIAL PLANNING CLIENTS \u003c\/b\u003e\u003c\/p\u003e \u003cp\u003e\u003ci\u003ePsychology of Financial Planning: The Practitioner's Guide to Money and Behavior\u003c\/i\u003e offers financial planners a holistic and insightful handbook to getting into the minds and hearts of their clients to help them achieve their financial goals. In the book, you'll learn to facilitate both subtle and dramatic behavior changes by asking the right questions in the right way and taking your clients' backgrounds and personal histories into account. \u003c\/p\u003e\u003cp\u003eThe authors dive deep into five key areas of financial psychology with outsized influences on how we interact with money and deliver contexts, tools, and solutions that address counterproductive financial behaviors, flashpoints, beliefs, triggers, and cognitive biases. The book incorporates all of the required learning objectives for individuals pursuing a career in financial planning. \u003c\/p\u003e\u003cp\u003eSome of the key topic areas include: \u003c\/p\u003e\u003cul\u003e\n\u003cli\u003eUnderstanding your client's financial psychology, \u003c\/li\u003e \u003cli\u003eGetting the client to take action, \u003c\/li\u003e \u003cli\u003eMulticultural competence in financial planning, \u003c\/li\u003e \u003cli\u003ePrinciples of effective communication, \u003c\/li\u003e \u003cli\u003eClient and planner attitudes, values, biases, \u003c\/li\u003e \u003cli\u003eBehavioral finance in financial planning practice, \u003c\/li\u003e \u003cli\u003eSources of money conflict, \u003c\/li\u003e \u003cli\u003ePrinciples of counseling in financial planning, \u003c\/li\u003e \u003cli\u003eHelping clients navigate crisis events.\u003c\/li\u003e\n\u003c\/ul\u003e \u003cp\u003eA can't-miss roadmap to improving your ability to successfully advise clients, \u003ci\u003ePsychology of Financial Planning: The Practitioner's Guide to Money and Behavior\u003c\/i\u003e deserves a place on the bookshelves of financial planners everywhere.\u003c\/p\u003e\u003ch3\u003eAuthor Biography\u003c\/h3\u003e\u003cp\u003e\u003c\/p\u003e\u003cp\u003e\u003cb\u003eDR. BRAD KLONTZ\u003c\/b\u003e is an expert in financial psychology, financial planning, and applied behavioral finance. He is a clinical psychologist, a Professor at Creighton University Heider College of Business, and a Certified Financial Planner\u003csup\u003e(R)\u003c\/sup\u003e practitioner. He is an award-winning academic and researcher but also a practicing financial planner and owner of Your Mental Wealth Advisors, a Registered Investment Advisor (RIA) firm, where he works directly with clients in a financial planning capacity. 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. \u003c\/p\u003e \u003cp\u003e\u003cb\u003eDR. CHARLES CHAFFIN's\u003c\/b\u003e 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 served as Director of Academic Initiatives with CFP Board in Washington, DC, working with a variety of financial planning programs and led research initiatives that 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. \u003c\/p\u003e\u003cp\u003e\u003cb\u003ePAUL T (TED) KLONTZ, \u003c\/b\u003e Ph.D., 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\u003csup\u003e(R)\u003c\/sup\u003e, is based in Nashville, TN. 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: \u003ci\u003eMoney 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.\u003c\/i\u003e\u003c\/p\u003e\u003cdiv\u003e\n\u003cstrong\u003eNumber of Pages:\u003c\/strong\u003e 288\u003c\/div\u003e\u003cdiv\u003e\n\u003cstrong\u003eDimensions:\u003c\/strong\u003e 1 x 9.2 x 6.36 IN\u003c\/div\u003e\u003cdiv\u003e\n\u003cstrong\u003ePublication Date:\u003c\/strong\u003e September 27, 2022\u003c\/div\u003e","brand":"Books by splitShops","offers":[{"title":"Default Title","offer_id":51765731000608,"sku":"9781119983729","price":49.95,"currency_code":"USD","in_stock":false}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0974\/9764\/5344\/files\/7be91711e4acdb9731c15c3bbebf5070.webp?v=1780278198","url":"https:\/\/ebocreations.com\/products\/psychology-of-financial-planning-the-practitioners-guide-to-money-and-behavior-hardcover","provider":"The E-Book Oasis LLC","version":"1.0","type":"link"}