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Tools to help financial planners become more effective Psychology of Financial Planning: Practitioner's Toolkit is a practical, hands-on companion resource to the authors' Psychology of Financial Planning. It brings assessments, reflection and exercises that helps the...
Psychology of Financial Planning: The Practitioner’s Guide to Money and Behavior In PSYCHOLOGY OF FINANCIAL PLANNING: The Practitioner’s Guide to Money and Behavior, distinguished authors Drs. Brad Klontz, CFP®, Charles Chaffin, and Ted Klontz deliver a comprehensive...
Discover how to manage this noisy world without it managing you. In Numb, distinguished author Dr. Charles R. Chaffin delivers a fun and evidence-based exploration of how you can devote more attention on what you believe is important while ignoring the distractions that...
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...
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