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Psychology of Financial Planning - Practitioner's Toolkit (Paperback)
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Psychology of Financial Planning - Practitioner's Toolkit (Paperback)
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Tools to help financial planners become more effective Psychology
of Financial Planning: Practitioner's Toolkit is a practical,
hands-on companion resource to the authors' Psychology of Financial
Planning. It brings assessments, reflection and exercises that
helps the financial planner better understand their own biases and
behaviors as well as those of their clients. The Practitioner's
Toolkit includes exercise related to all of the learning objectives
in the Psychology of Financial Planning that are found on the
CFP(R) Exam. This Practitioner's Toolkit offers a collection of
tools designed to expand on aspects of the companion book,
including assessments and exercises financial planners can use with
their clients. It guides readers through the application of
concepts explored in the Psychology of Financial Planning and
encourages discussion and sharing with clients and members of
planning firms. Readers will also find: Tools and strategies to
assist the financial planner in understanding client and planner
attitudes, values, and biases, Explorations of multicultural
competence, behavioral finance, and helping client's navigate
crisis events across a broad range of circumstances and financial
planning clients, Exercises that focus on resolving common sources
of money conflict, avenues to get the client to take action, client
goal-setting, and principles of effective communication and
facilitating change. Designed for current and aspiring financial
planning professionals and educators in financial planning across
roles and business models, The Psychology of Financial Planning:
Practitioner's Toolkit is a must-have on bookshelves of
practitioners from firms large and small.
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