Certified Financial Planner Book – Not the book you’re looking for? Preview – The Psychology of Financial Planning by Board of Standards, Inc. Certified Financial Planner. (UCP)
Part 1: Client and Designer Attitudes, Values and Preconceptions Part 1 includes Chapters 1, 2 and 3 and provides an overview of client and designer attitudes, values and preconceptions. This section considers the importance of understanding how a client’s psychology, background, learning style and values can influence the financial planning process. It also discusses the importance of section 1: Client and designer attitudes, values and prejudices. Part 1 includes Chapters 1, 2 and 3 and provides an overview of client and designer attitudes, values and prejudices. This section considers the importance of understanding how a client’s psychology, background, learning style and values can influence the financial planning process. It also discusses the importance of framing a financial planner’s advice in a way that takes into account all of these psychological characteristics, resulting in a more effective client-planner relationship and a higher likelihood of success. Research has shown that when clients see that financial planning recommendations are clearly aligned with their personal values and goals, they are more likely to act on the recommendations and achieve success. Chapter 1: Formulating Advice Based on Client Risk Tolerance (Swarn Chatterjee and Dave Yeske) Chapter 2: Developing a Productive Client Planner Relationship Addressing the Psychological Elements of Financial Planning (Megan McCoy and Neal Van Zutphen) Chapter 3: Identifying and Responding to Client Values and Goals (Megan McCoy and Meghaan Lurtz) Part 2: Behavioral Finance Part 2 includes Chapters 4 and 5 and introduces key concepts in the field of behavioral finance. This section provides an understanding of the impact of cognitive biases and heuristics on people’s financial decision-making and well-being, and discusses strategies for overcoming some of the common psychological barriers clients face in the financial planning process. Chapter 4: The Impact of Cognitive Biases and Heuristics on Financial Decision Making and Well-Being (Ron Sages and Swarn Chatterjee) Chapter 5: Clients’ Psychological Barriers to the Financial Planning Process and Strategies to Overcome Them (Ron Sages and Swarn Chatterjee) Section 3: Resources Money Conflicts Section 3 includes Chapters 6-10 and provides an overview of the main causes of monetary conflicts. This section focuses on leveraging the client’s motivation to achieve their financial goals, examines the couple’s and family’s financial transparency, and discusses strategies for mediating potential financial conflicts and facilitating goal setting. This section also covers advisory strategies to identify when money is being used for manipulative purposes. Chapter 6: Increasing Clients’ Motivation to Achieve Their Financial Goals (Rick Kahler) Chapter 7: Exploring Couple and Family Financial Openness (Emily Koochel and Meghaan Lurtz) Chapter 8: Mediating a Financial Dispute (Sonya Lutter and Emily Koochel) Chapter 9: Facilitating Goal Compliance ( Rick Kahler) Chapter 10: Identifying Money Used to Manipulate Money (Saundra D. Davis, Meghaan Lurtz, and Megan McCoy) Section 4: Principles of Counseling Section 4 contains Chapters 11 and 12 and represents the principles of counseling. This section includes the application of counseling theory to the financial planning process and discusses strategies for establishing trusting relationships between the client and the planner. Chapter 11: Applying Financial Counseling Skills to the Financial Planning Process (Emily Koochel, Megan McCoy, and Saundra D. Davis) Chapter 12: Building Trusting Relationships (Megan McCoy and Sonya Lutter) Section 5: General Principles of Effective Communication Section 5 includes Chapter 13 and provides an overview of the general principles of effective communication . This topic is of great importance because effective communication has been shown to be the single largest predictor of client trust and relationship commitment, which can lead to increased client propensity to disclose personal and financial information, engage in effective conflict resolution, and follow financial planning recommendations. . Chapter 13: Multilevel Communication (Swarn Chatterjee and Ron Sages) Section 6: Impactful Crisis Events Chapter 6 includes Chapters 14 and 15 and discusses strategies for helping clients who have experienced impactful crisis events. The strategies discussed in this section focus on helping clients manage unexpected personal and environmental crises and the importance of empathy when working with clients who have experienced such events. As with all topics in this book, a financial planner’s self-knowledge and self-development are just as important as understanding the client’s psychology to help them navigate difficult circumstances. Chapter 14: Navigating Change (Sonya Lutter, Megan McCoy, Saundra D. Davis, and Lance Palmer) Chapter 15: The Need for Empathy (Megan McCoy and Sonya Lutter) … more
Certified Financial Planner Book
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