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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...
| Clasificación: | Libro Electrónico |
|---|---|
| Autores principales: | , , |
| Formato: | Electrónico eBook |
| Idioma: | Inglés |
| Publicado: |
Hoboken, New Jersey :
John Wiley & Sons, Inc.,
[2023]
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| Temas: | |
| Acceso en línea: | Texto completo (Requiere registro previo con correo institucional) |
Tabla de Contenidos:
- 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