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Online Public Access Catalogue

题名/责任者:

The psychology of financial planning : the practitioner's guide to money and behavior / Brad Klontz, Charles Chaffin, Ted Klontz.

出版发行项:

Hoboken, New Jersey : John Wiley & Sons, Inc., [2023]

ISBN:

9781119983729

载体形态项:

1 volume ; 24 cm

其他载体形态:

Online version: Klontz, Brad. Psychology of financial planning Hoboken, New Jersey : John Wiley & Sons, Inc., [2023] 9781119983743

个人责任者:

Klontz, Brad, author.

附加个人名称:

Chaffin, Charles R., author.

附加个人名称:

Klontz, Ted, author.

论题主题:

Finance, Personal-Psychological aspects.

论题主题:

Money-Psychological aspects.

中图法分类号:

F830.59

书目附注:

Includes bibliographical references and index.

摘要附注:

"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"--

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