Psychology of Financial Planning

The Practitioner's Guide to Money and Behavior

By: Brad Klontz, Charles R. Chaffin, Ted Klontz

Narrated by: Jamie Renell

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 overview of the psychological factors that impact the financial planning client.

Designed for both professional and academic audiences, Psychology of Financial Planning is written for those with thirty years in practice as well as those just beginning their journey.

With a focus on how psychology can be applied to real-world financial planning scenarios, Psychology of Financial Planning provides a much-needed toolbox for practicing financial planners who know that understanding their client's psychology is critical to their ability to be effective.

The Psychology of Financial Planning is also a much-needed resource for academic institutions who now need to educate their students in the CFP Board's newest category of learning objectives: psychology of financial planning.

©2023 Brad Klontz, Charles R. Chaffin, and Ted Klontz (P)2022 Ascent Audio

This upgrades my practice!

Easy to follow along. Great examples used throughout the book. Financial plans are useful but if people are not following through with plan you need to take a step back and find out why. This book will help on that journey.

Thorough

Studying for CFP board exam and wanted to take a deeper dive into the psychological component.

Outstanding

As a behavioral financial advisor, this book is amazing to me. These financial psychologists are improving the financial planning field a great deal. ❤️‍🔥🙏🏿

Audio textbook

Better read as an actual book. Very formulaic and straightforward. Lot of it feels like common sense.