Client psychology
By: Charles R. Chaffin, editor
Series: CFP Board center for financial planning series; CFP Board financial planning series
Published: 2018
Language: eng
Number of pages: 312
ISBN-13: 9781119436263
Subjects: Customer services; Financial planning industry; Financial planning; Psychological aspects
Notes: Includes bibliographical references and index.
Table of contents: title: About the contributors; title: Introduction / Charles R. Chaffin, Ed. D, CFP Board Center for Financial Planning; title: Client psychology; title: Behavioral finance; title: Behavioral finance; title: Heuristics and biases; title: Prospect theory; title: The role of mental accounting in household spending and investing decisions; title: Intentional choice architecture; title: Cognition, distraction and the financial planning client; title: Personality and financial behavior; title: Risk literacy; title: Automated decision aids : understanding disuse and designing for trust, with implications for; title: Marriage and family therapy, financial therapy, & client psychology; title: Client diversity : understanding and leveraging difference to enhance financial planning practice; title: Client psychology : the older client; title: Financial psychology; title: Money disorders and other problematic financial behaviors; title: Situation awareness in financial planning : research and application; title: Final thoughts; title: Index.