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Client Psychology
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Product Details
Author:
Charles R. Chaffin, CFP Board
Format:
Hardcover
Pages:
336
Publisher:
Wiley (March 13, 2018)
Language:
English
Audience:
General/trade
ISBN-13:
9781119436263
Weight:
17.6oz
Case Pack:
16
File:
Wiley-wileyUS_2_1_20260515-20260515.xml
Folder:
Wiley
List Price:
$50.00
As low as:
$47.50
Publisher Identifier:
P-WIL
Discount Code:
D
Dimensions:
6.4" x 9" x 1.5"
Country of Origin:
United States
Pub Discount:
50
Imprint:
Wiley
Overview
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
