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The psychology of financial planning : the practitioner's guide to money and behavior /

"In the Fall of 2021, the CFP Board announced the creation of a new category of learning objectives: Psychology of Financial Planning. As such, aspiring financial planners are now all required to gain knowledge in several key areas of financial psychology. Along with this announcement came a se...

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Detalles Bibliográficos
Clasificación:Libro Electrónico
Autores principales: Klontz, Brad (Autor), Chaffin, Charles R. (Autor), Klontz, Ted (Autor)
Formato: Electrónico eBook
Idioma:Inglés
Publicado: Hoboken, New Jersey : John Wiley & Sons, Inc., [2023]
Temas:
Acceso en línea:Texto completo (Requiere registro previo con correo institucional)

MARC

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049 |a UAMI 
100 1 |a Klontz, Brad,  |e author. 
245 1 4 |a The psychology of financial planning :  |b the practitioner's guide to money and behavior /  |c Dr. Brad Klontz, Dr. Charles Chaffin, Dr. Ted Klontz. 
264 1 |a Hoboken, New Jersey :  |b John Wiley & Sons, Inc.,  |c [2023] 
264 4 |c Ã2023 
300 |a 1 online resource (xxiii, 264 pages) :  |b illustrations (some color) 
336 |a text  |b txt  |2 rdacontent 
337 |a computer  |b c  |2 rdamedia 
338 |a online resource  |b cr  |2 rdacarrier 
347 |a data file  |2 rda 
504 |a Includes bibliographical references and index. 
520 |a "In the Fall of 2021, the CFP Board announced the creation of a new category of learning objectives: Psychology of Financial Planning. As such, aspiring financial planners are now all required to gain knowledge in several key areas of financial psychology. Along with this announcement came a sense of panic, as educational institutions across the country realized they are NOT equipped to teach their students about psychology. Written by the world's leading experts in financial psychology, Psychology of Financial Planning will be THE comprehensive resource to provide programs and professors in financial planning the knowledge and tools they need to meet these new educational requirements. Designed for both academic and professional audiences, Psychology of Financial Planning is written in an engaging style equally suitable for college students as seasoned financial planners in the field. With a focus on how psychology can be applied to real-world financial planning scenarios, Psychology of Financial Planning provides a much-needed toolbox for practicing financial planners who know that understanding their client's psychology is critical to their ability to be effective"--  |c Provided by publisher. 
588 |a Description based on online resource; title from digital title page (viewed on September 30, 2022). 
505 0 |a Introduction -- Part I The Psychology of Money -- Part II Understanding a Client's Financial Psychology -- Part III Principles of Counseling, Psychology, and Communication -- Part IV Client and Planner Attitudes, Values, and Biases -- Part V Integrating Financial Psychology into Financial Planning 
590 |a O'Reilly  |b O'Reilly Online Learning: Academic/Public Library Edition 
650 0 |a Finance, Personal  |x Psychological aspects. 
650 0 |a Money  |x Psychological aspects. 
650 7 |a Finance, Personal  |x Psychological aspects  |2 fast 
650 7 |a Money  |x Psychological aspects  |2 fast 
700 1 |a Chaffin, Charles R.,  |e author. 
700 1 |a Klontz, Ted,  |e author. 
776 0 8 |i Print version:  |a Klontz, Brad.  |t Psychology of financial planning  |d Hoboken, New Jersey : John Wiley & Sons, Inc., [2023]  |z 9781119983729  |w (DLC) 2022030849 
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