Psychology of Financial Planning: Practitioner Resource Guide (eBook)

Inc. (CFP) Certified Financial Planner Board of Standards (Autor)

eBook Download: EPUB

2023
196 Seiten
The National Underwriter Company (Verlag)
9781954096912 (ISBN)

Infos

Key Highlights:The Psychology of Financial Planning: Practitioner Resource Guideis a companion volume toThe Psychology of Financial Planning. The Psychology of Financial Planningprovides the what;The Psychology of Financial Planning: Practitioner Resource Guideprovides the how. The Psychology of Financial Planning: Practitioner Resource Guideaddresses every principal knowledge topic for the psychology of financial planning domain. Includes step-by-step guides, dos and donts lists, exercises, assessments, examples and other helpful figures and lists. Topics Covered: Understanding risk tolerance, including measuring risk tolerance and the impact of risk tolerance on financial decisions How to develop and maintain a successful client-planner relationship, including how to forge a trusting relationship How to gather data about clients goals and values, as well as addressing clients cultural values Understanding how cognitive biases and heuristics impact a clients financial decisions Identifying clients psychological barriers, including pathological financial behaviors such as compulsive buying disorders, hoarding, financial dependence and financial enabling How to build a clients motivation to achieve their financial goals Examining couple and family financial transparency, including facilitating goal congruence How to recognize and mediate financial conflict Identifying financial manipulation and abuse Utilizing verbal and nonverbal communication How to help your clients navigate change and crisis situations

Produkt-Details

• Erscheint lt. Verlag: 27.6.2023
• Sprache: englisch
• Themenwelt: Recht / Steuern ► EU / Internationales Recht
• Themenwelt: Recht / Steuern ► Wirtschaftsrecht ► Wettbewerbsrecht
• Themenwelt: Betriebswirtschaft / Management ► Spezielle Betriebswirtschaftslehre ► Versicherungsbetriebslehre
• ISBN-13: 9781954096912 / 9781954096912