- 196 pages
- English
- ePUB (mobile friendly)
- Available on iOS & Android
eBook - ePub
About this book
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
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Yes, you can access The Psychology of Financial Planning: Practitioner Resource Guide by in PDF and/or ePUB format, as well as other popular books in Business & Insurance. We have over one million books available in our catalogue for you to explore.
Information
Table of contents
- Title
- Copyright
- PREFACE
- REFERENCES
- Part I: Client and Planner Attitudes, Values, and Biases
- Chapter 1: Framing Advice in Light of Client’s Risk Tolerance
- Chapter 2: Developing a Productive Client-Planner Relationship that Addresses the Psychological Elements of Financial Planning
- Chapter 3: Identifying and Responding to Client Values and Goals
- Part II: Behavioral Finance
- Chapter 4: Impact of Cognitive Biases and Heuristics on Financial Decision-making and Well-being
- Chapter 5: Client Psychology Barriers in the Financial Planning Process and Strategies for Overcoming Them
- Part III: Sources of Money Conflict
- Chapter 6: Building the Client’s Motivation for Achieving Their Financial Goals
- Chapter 7: Examining Couple and Family Financial Transparency
- Chapter 8: Mediating Financial Conflict
- Chapter 9: Facilitating Goal Congruence
- Chapter 10: Identifying When Money is Being Used as Manipulation
- Part IV: Principles of Counseling
- Chapter 11: Applying Financial Counseling Skills to the Financial Planning Process
- Chapter 12: Forging Trusting Relationships
- Part V: General Principles of Effective Communication
- Chapter 13: Multifaceted Communication
- Part VI: Crisis Events with Severe Consequences
- Chapter 14: Navigating Change
- Chapter 15: Building Your Empathetic Muscles
- INDEX
- Back Page