Client Psychology

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    

If you’re a CFP^® professional, researcher, financial advisor, or student pursuing a career in financial planning or financial services, this book deserves a prominent spot on your professional bookshelf.

CHARLES R. CHAFFIN, ED.D., is Director of Academic Initiatives at the CFP Board Center for Financial Planning. He is Executive Editor of Financial Planning Review, the academic journal from the CFP Board Center for Financial Planning. In addition, he leads the Academic Research Colloquium and the Columbia University–CFP Board Teaching Seminar and serves as editor of the CFP Board Center for Financial Planning Series. He is a published researcher with a multitude of papers that focus on the cognitive workload of learners in different task settings, reflective practice, and best practices in higher education curriculum and instruction, both within education as well as within financial planning. He has taught all levels of learners, from elementary school, baccalaureate, graduate, and doctoral studies through a variety of instructional platforms. He holds a graduate degree from the University of Michigan and a doctorate from the University of Illinois at Urbana-Champaign.

FINANCIAL PLANNING IS FIRST AND FOREMOST, A HUMAN ENDEAVOR The second in the CFP Board Center for Financial Planning Series, Client Psychology , explores the biases, behaviors, and perceptions that impact the decision-making and overall financial well-being of the individual who lies at the center of the entire profession: The Client. This book, written for practitioners, researchers, and educators, outlines the theory behind the motivations, relationships, and decisions that impact the financial planning client, while drawing a direct link to how these factors impact financial planning practice. Some chapters build an argument based solely upon theory, while others will confirm and even challenge practice through research. Client Psychology builds an entirely new body of knowledge through relevant theory in academic disciplines such as behavioral finance, cognitive and clinical psychology, sociology, financial therapy, and a multitude of other areas that impact both theory and practice. Client Psychology is for the entire profession, as theory and practice are not treated as binary, but rather, interconnected in an accessible way so that relevant research is directly connected to financial planning practice. Client Psychology: Defines an entirely new area of focus within financial planning practice and research in Client Psychology Serves as the essential reference for financial planners on biases, behaviors, and perceptions that impact client decision-making and financial well-being Builds upon and expands the body of knowledge for financial planning; and Provides insight regarding the factors that impact client financial decision- making from a multidisciplinary approach If you're a CFP

FINANCIAL PLANNING IS FIRST AND FOREMOST, A HUMAN ENDEAVOR The second in the CFP Board Center for Financial Planning Series, Client Psychology , explores the biases, behaviors, and perceptions that impact the decision-making and overall financial well-being of the individual who lies at the center of the entire profession: The Client. This book, written for practitioners, researchers, and educators, outlines the theory behind the motivations, relationships, and decisions that impact the financial planning client, while drawing a direct link to how these factors impact financial planning practice. Some chapters build an argument based solely upon theory, while others will confirm and even challenge practice through research. Client Psychology builds an entirely new body of knowledge through relevant theory in academic disciplines such as behavioral finance, cognitive and clinical psychology, sociology, financial therapy, and a multitude of other areas that impact both theory and practice. Client Psychology is for the entire profession, as theory and practice are not treated as binary, but rather, interconnected in an accessible way so that relevant research is directly connected to financial planning practice. Client Psychology: Defines an entirely new area of focus within financial planning practice and research in Client Psychology Serves as the essential reference for financial planners on biases, behaviors, and perceptions that impact client decision-making and financial well-being Builds upon and expands the body of knowledge for financial planning; and Provides insight regarding the factors that impact client financial decision- making from a multidisciplinary approach If youre a CFP

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