Client Psychology
商品資訊
ISBN13：9781119436263
出版社：John Wiley & Sons Inc
作者：Cfp Board
出版日：2018/02/20
裝訂／頁數：精裝／336頁
規格：22.9cm*15.2cm*2.5cm (高/寬/厚)
商品簡介
A Client-Centered approach to Financial Planning Practice built by Research for Practitioners
The second in the CFP Board Center for Financial Planning Series, Client Psychology explores the biases, behaviors, and perceptions that impact client decision-making and overall financial well-being.
This book, written for practitioners, researchers, and educators, outlines the theory behind many of these areas while also explicitly stating how these related areas directly impact financial planning practice. Additionally, some chapters build an argument based solely upon theory while others will have exclusively practical applications.
- Defines an entirely new area of focus within financial planning practice and research: Client Psychology
- Serves as the essential reference for financial planners on client psychology
- Builds upon and expands the body of knowledge for financial planning
- Provides insight regarding the factors that impact client financial decision-making from a multidisciplinary approach
作者簡介
Certified Financial Board of Standards, Inc. (CFP Board) (Washington, DC) is a non-profit organization acting in the public interest by fostering professional standards in personal financial planning. CFP Board sets and enforces the standards for CFPR certification, the recognized standard of excellence for personal financial planning.
Dr. Charles Chaffin (editor) is Director of Academic Programs and Initiatives for CFP Board.
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