{"product_id":"psychology-of-financial-planning-by-ted-klontz-9781119983729","title":"Psychology of Financial Planning","description":"\u003cdiv class=\"book-description\"\u003e\n\u003cp\u003e\u003cem\u003ePsychology of Financial Planning: The Practitioner’s Guide to Money and Behaviour\u003c\/em\u003e is a comprehensive overview authored by Drs. Brad Klontz, CFP®, Charles Chaffin, and Ted Klontz, focusing on the psychological factors impacting financial planning clients.\u003c\/p\u003e\n\n\u003cp\u003eDesigned for both professional and academic audiences, \u003cem\u003ePsychology of Financial Planning\u003c\/em\u003e caters to those with 30 years in practice as well as individuals just beginning their journey. It places a strong emphasis on applying psychology to real-world financial planning scenarios. This book provides a necessary toolbox for practising financial planners who understand that comprehending their client’s psychology is essential for effective financial guidance.\u003c\/p\u003e\n\n\u003cp\u003eThe book is also a valuable resource for academic institutions now tasked with educating their students in the CFP Board’s newest category of learning objectives: the psychology of financial planning.\u003c\/p\u003e\n\n\u003cp\u003eTopics include:\u003c\/p\u003e\n\u003cul\u003e\n  \u003cli\u003eWhy we are bad with money\u003c\/li\u003e\n  \u003cli\u003eClient and planner attitudes, values, \u0026amp; biases\u003c\/li\u003e\n  \u003cli\u003eFinancial flashpoints, money scripts, and financial behaviours\u003c\/li\u003e\n  \u003cli\u003eBehavioural finance\u003c\/li\u003e\n  \u003cli\u003eSources of money conflict\u003c\/li\u003e\n  \u003cli\u003ePrinciples of counselling\u003c\/li\u003e\n  \u003cli\u003eMulticultural competence in financial planning\u003c\/li\u003e\n  \u003cli\u003eGeneral principles of effective communication\u003c\/li\u003e\n  \u003cli\u003eHelping clients navigate crisis events\u003c\/li\u003e\n  \u003cli\u003eAssessment in financial planning\u003c\/li\u003e\n  \u003cli\u003eEthical considerations in the psychology of financial planning\u003c\/li\u003e\n  \u003cli\u003eGetting clients to take action\u003c\/li\u003e\n  \u003cli\u003eIntegrating financial psychology into the financial planning process\u003c\/li\u003e\n\u003c\/ul\u003e\n\n\u003cp\u003e\u003cem\u003ePsychology of Financial Planning\u003c\/em\u003e goes beyond theory, illustrating how practitioners can use psychology to better serve their clients. The accompanying workbook offers exercises, scripts, and workshop activities for firms and practitioners committed to engaging and implementing the content in meaningful ways.\u003c\/p\u003e\n\u003c\/div\u003e","brand":"Unknown","offers":[{"title":"Default Title","offer_id":47000716706028,"sku":"9781119983729","price":94.99,"currency_code":"NZD","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0705\/7784\/8556\/files\/20784353482586.jpg?v=1763300003","url":"https:\/\/bookhero.live\/products\/psychology-of-financial-planning-by-ted-klontz-9781119983729","provider":"Book Hero","version":"1.0","type":"link"}