Client Psychology

This book PDF is perfect for those who love Business & Economics genre, written by CFP Board and published by John Wiley & Sons which was released on 19 February 2018 with total hardcover pages 336. You could read this book directly on your devices with pdf, epub and kindle format, check detail and related Client Psychology books below.

Client Psychology
Client Psychology
Author : CFP Board
File Size : 43,5 Mb
Publisher : John Wiley & Sons
Language : English
Release Date : 19 February 2018
ISBN : 9781119440901
Pages : 336 pages
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Client Psychology by CFP Board Book PDF Summary

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 book, written for practitioners, researchers, and educators, outlines the theory behind many of these areas while also explicitly stating how these related areas directly impact financial planning practice. Additionally, some chapters build an argument based solely upon theory while others will have exclusively practical applications. Defines an entirely new area of focus within financial planning practice and research: Client Psychology Serves as the essential reference for financial planners on client psychology Builds upon and expands the body of knowledge for financial planning Provides insight regarding the factors that impact client financial decision-making from a multidisciplinary approach If you’re a CFP® professional, researcher, financial advisor, or student pursuing a career in financial planning or financial services, this book deserves a prominent spot on your professional bookshelf.

Client Psychology

Client Psychology by CFP Board

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 book, written for practitioners, researchers, and educators, outlines the theory

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