9781119436263-1119436265-Client Psychology

Client Psychology

ISBN-13: 9781119436263
ISBN-10: 1119436265
Edition: 1
Author: CFP Board
Publication date: 2018
Publisher: Wiley
Format: Hardcover 336 pages
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Book details

ISBN-13: 9781119436263
ISBN-10: 1119436265
Edition: 1
Author: CFP Board
Publication date: 2018
Publisher: Wiley
Format: Hardcover 336 pages

Summary

Acknowledged author CFP Board wrote Client Psychology comprising 336 pages back in 2018. Textbook and eTextbook are published under ISBN 1119436265 and 9781119436263. Since then Client Psychology textbook was available to sell back to BooksRun online for the top buyback price of $ 2.15 or rent at the marketplace.

Description

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® 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.
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