Psychology of Financial Planning, Practitioner's Toolkit

Improve your ability to serve clients with this collection of practical financial planning tools

Psychology of Financial Planning: Practitioner’s Toolkit is an indispensable companion to the authors’ new Psychology of Financial Planning, which teaches financial planning professionals and students the knowledge they’ll need to serve and retain clients.

The Practitioner’s Toolkit includes a collection of resources designed to contextualize aspects of Psychology of Financial Planning through vignettes, cases, and personal reflections. It also walks readers through several tools and techniques taught in that text and encourages discussion and sharing within professional financial planning firms to advance the members’ understanding of financial psychology.

The tools and techniques contained within assist the reader in understanding client and planner attitudes, values, and biases, behavioral finance, the sources of money conflict, the principles of counseling, and general principles of effective communication.

An essential volume for financial planning professionals in practice, Psychology of Financial Planning: Practitioner’s Toolkit will also earn a place in the libraries of financial planners across business models.