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Psychology of Financial Planning

The Practitioner's Guide to Money and Behavior

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Psychology of Financial Planning

By: Brad Klontz, Charles R. Chaffin, Ted Klontz
Narrated by: Jamie Renell
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About this listen

In Psychology of Financial Planning: The Practitioner's Guide to Money and Behavior, distinguished authors Drs. Brad Klontz, CFP, Charles Chaffin, and Ted Klontz deliver a comprehensive overview of the psychological factors that impact the financial planning client.

Designed for both professional and academic audiences, Psychology of Financial Planning is written for those with thirty years in practice as well as those just beginning their journey.

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.

The Psychology of Financial Planning is also a much-needed resource for academic institutions who now need to educate their students in the CFP Board's newest category of learning objectives: psychology of financial planning.

©2023 Brad Klontz, Charles R. Chaffin, and Ted Klontz (P)2022 Ascent Audio Investing & Trading Personal Finance Investing Money Management Money
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From my perspective of a Personal finance coach this book is as a wonderful resource that helps me build and improve my practice. Up to date, concise, complete, and very well written. I also greatly appreciated the narration.

Complete toolbox for anyone seeking to provide help on financial matters

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Suitable not only for financial consultants, but also for everyone who works with clients. Loved the inclusion of modern psychological techniques. Very thought-provoking

Great psychological details

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