Client psychology /

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...

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Detalles Bibliográficos
Clasificación:Libro Electrónico
Otros Autores: Chaffin, Charles R. (Editor )
Formato: Electrónico eBook
Idioma:Inglés
Publicado: Hoboken, New Jersey : John Wiley & Sons, Inc., [2018]
Colección:CFP Board Center for Financial Planning series
Temas:
Financial planning industry > Customer services.
Financial planning > Psychological aspects.
Planification financière personnelle > Service à la clientèle.
BUSINESS & ECONOMICS > Finance.
Acceso en línea:Texto completo
Tabla de Contenidos:
  • About the contributors
  • Introduction / Charles R. Chaffin, Ed. D, CFP Board Center for Financial Planning
  • Client psychology
  • Behavioral finance
  • Behavioral finance
  • Heuristics and biases
  • Prospect theory
  • The role of mental accounting in household spending and investing decisions
  • Intentional choice architecture
  • Cognition, distraction and the financial planning client
  • Personality and financial behavior
  • Risk literacy
  • Automated decision aids : understanding disuse and designing for trust, with implications for
  • Marriage and family therapy, financial therapy, & client psychology
  • Client diversity : understanding and leveraging difference to enhance financial planning practice
  • Client psychology : the older client
  • Financial psychology
  • Money disorders and other problematic financial behaviors
  • Situation awareness in financial planning : research and application
  • Final thoughts
  • Index.

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