This book is conceptualized to provide tangible information and examples to help financial planners improve interpersonal skills necessary to recognize “client and planner attitudes, values, and biases to interpreting nonverbal behaviors to listening attentively and effectively.” i Rather than rely solely on written instruction, this book will incorporate experiential learning and practice assignments via the use of a DVD that will provide visual illustrations of both effective and less than optimal communication and counseling skills.
Specifically, this book is designed to match Job Tasks Domain 75 from the CFP Board’s learning outcomes documentation: Principles of Communication and Counseling.
a. Explain the applications of counseling theory to financial planning practice.
b. Demonstrate how a planner can develop a relationship of honesty and trust in client interaction.
c. Assess the components of communications including linguistic signs and non-verbal communications.
d. Apply active listening skills when communicating with clients.
e. Select appropriate counseling and communication techniques for use with individual clients.
This book is also designed to be an effective educational and training tool for practitioners as well as students.
JOHN E. GRABLE, PhD, CFPR, holds an Athletic Association Endowed Professorship at the University of Georgia (UGA), where he conducts research and teaches financial planning.
JOSEPH W. GOETZ, PhD, is an associate professor of financial planning at UGA and co-founder of the ASPIRE Clinic and Elwood & Goetz Wealth Advisory Group.
CHARLES R. CHAFFIN, EdD, Editor, is Director of Academic Home, CFP Board Center for Financial Planning, where he oversees all initiatives related to academic research, teaching pedagogy, and building the body of knowledge for financial planning.
THE CFP BOARD CENTER FOR FINANCIAL PLANNING is an initiative to create a more diverse and sustainable financial planning profession so that every American has access to competent and ethical financial planning advice. The Center brings together CFPR professionals, firms, educators, researchers, and experts to address profession-wide challenges in the areas of diversity and workforce development, and to build an academic home that offers opportunities for conducting and publishing new research that adds to the financial planning body of knowledge. More about the Center and its initiatives can be found at www.CenterforFinancialPlanning.org.
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