The psychology of financial planning. Practitioner's toolkit / (2022)

• Record Type: Book
• Further Information: Note: Brad Klontz, Charles Chaffin, Ted Klontz.
• Authors: Klontz, Brad; Chaffin, Charles R; Klontz, Ted
• Contents: Introduction v Chapter 1 Client Values and Goals 1 Chapter 2 Multicultural Competence in Financial Planning 17 Chapter 3 Financial Flashpoints: Exploring a Client's Financial Background 27 Chapter 4 Money Scripts: Exploring a Client's Beliefs About Money 51 Chapter 5 Financial Behaviors and Outcomes 75 Chapter 6 Principles of Effective Communication 95 Chapter 7 Client and Planner Attitudes, Values, and Biases 109 Chapter 8 Sources of Money Conflict: Working with Couples and Families 119 Chapter 9 Helping Clients Navigate Crisis Events 145 Chapter 10 Principles of Counseling in Financial Planning Practice 151 Chapter 11 Behavioral Finance: Understanding Cognitive Biases and Heuristics . . . and What to Do About Them 161 Chapter 12 Getting the Client to Take Action 171 Going Forward 191 In Closing 193 Index 197
• Edition: 1st
• Publisher Details: Hoboken : John Wiley & Sons, Inc
• Publication Date: 2022
• Extent: 1 online resource
• Subjects: 332.0240019; Finance, Personal -- Psychological aspects; Money -- Psychological aspects
• Languages: English
• ISBNs: 9781394161249
• Notes: Note: Includes bibliographical references and index.; Note: Description based on CIP data; resource not viewed.
• Access Rights: Legal Deposit; Only available on premises controlled by the deposit library and to one user at any one time; The Legal Deposit Libraries (Non-Print Works) Regulations (UK).
• Access Usage: Restricted: Printing from this resource is governed by The Legal Deposit Libraries (Non-Print Works) Regulations (UK) and UK copyright law currently in force.