Bøker av CFP Board

A ClientΓÇôCentered approach to Financial Planning Practice built by Research for Practitioners The second in the CFP Board Center for Financial Planning Series, Client Psychology explores the biases, behaviors, and perceptions that impact client decisionΓÇômaking and overall financial wellΓÇôbeing. This book, written for practitioners, researchers, and educators, outlines the theory behind many of these areas while also explicitly stating how these related areas directly impact financial planning practice. Additionally, some chapters build an argument based solely upon theory while others will have exclusively practical applications. Defines an entirely new area of focus within financial planning practice and research: Client Psychology Serves as the essential reference for financial planners on client psychology   Builds upon and expands the body of knowledge for financial planning Provides insight regarding the factors that impact client financial decisionΓÇômaking from a multidisciplinary approach     If youΓÇÖre a CFP® professional, researcher, financial advisor, or student pursuing a career in financial planning or financial services, this book deserves a prominent spot on your professional bookshelf.