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Client Psychology

. CFP Board (Autor)

Software / Digital Media
336 Seiten
2018
John Wiley & Sons Inc (Hersteller)
978-1-119-44089-5 (ISBN)
CHF 71,70 inkl. MwSt
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A Client-Centered 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 decision-making and overall financial well-being.

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 decision-making from a multidisciplinary approach

If you're a CFP(R) 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.

CHARLES R. CHAFFIN, ED.D., is Director of Academic Initiatives at the CFP Board Center for Financial Planning. He is Executive Editor of Financial Planning Review, the academic journal from the CFP Board Center for Financial Planning. In addition, he leads the Academic Research Colloquium and the Columbia University-CFP Board Teaching Seminar and serves as editor of the CFP Board Center for Financial Planning Series. He is a published researcher with a multitude of papers that focus on the cognitive workload of learners in different task settings, reflective practice, and best practices in higher education curriculum and instruction, both within education as well as within financial planning. He has taught all levels of learners, from elementary school, baccalaureate, graduate, and doctoral studies through a variety of instructional platforms. He holds a graduate degree from the University of Michigan and a doctorate from the University of Illinois at Urbana-Champaign.

Erscheint lt. Verlag 1.3.2018
Verlagsort New York
Sprache englisch
Maße 150 x 250 mm
Gewicht 666 g
Themenwelt Wirtschaft Betriebswirtschaft / Management Finanzierung
ISBN-10 1-119-44089-0 / 1119440890
ISBN-13 978-1-119-44089-5 / 9781119440895
Zustand Neuware
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