New Book Explores Unique Area of Financial Planning Practice: Client Psychology
The CFP Board Center for Financial Planning’s book is second in a series now available
The CFP Board Center for Financial Planning announced today that Client Psychology, a new book featuring groundbreaking research on a client-centered approach to financial planning, is now available. Edited by the Center’s Director of Academic Initiatives, Charles Chaffin, Ed.D., it is available in bookstores and through major online retailers. Published by John Wiley & Sons, Inc. (NYSE: JWA and JWB), the book is the second in a series for faculty, students, practitioners, and researchers who work within the profession or discipline of financial planning.
“Client Psychology marries multiple academic disciplines to define a path forward for new client research and most importantly, helping financial planning practice become more client-centered,” said Dr. Chaffin. “Client Psychology defines an entirely new area of research and practice, builds upon the financial planning body of knowledge, and is a practical resource for students and practitioners.”
The 336-page book explores the biases, behaviors, and perceptions that impact client decision-making and overall financial well-being. Informed by research from practitioners, it outlines the theory behind many of these areas while also explicitly stating how they directly impact financial planning practice.
This book is the second in a series. Over the next four years, the series will include a number of content areas within and beyond financial planning, helping to expand the body of knowledge for practitioners while fueling research and preparing the next generation of financial planners to serve the public.
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Certified Financial Planner Board of Standards, Inc. is the professional body for personal financial planners in the U.S. CFP Board sets standards for financial planning and administers the prestigious CFP® certification – one of the most respected certifications in financial services – so that the public has access to and benefits from competent and ethical financial planning. CFP Board, along with its Center for Financial Planning, is committed to increasing the public’s awareness of CFP® certification and access to a diverse, ethical and competent financial planning workforce. Widely recognized by firms and consumer groups as the standard for financial planning, CFP® certification is held by more than 83,000 people in the United States.
Dan Drummond, Director of Communications
The CFP Board Center for Financial Planning seeks 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 CFP® 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