{"product_id":"psychology-of-financial-planning-practitioners-toolkit-9781394153343","title":"Psychology of Financial Planning: Practitioner's Toolkit","description":"\u003cp\u003e\u003cb\u003eTools to help financial planners become more effective \u003c\/b\u003e \u003c\/p\u003e\u003cp\u003e\u003ci\u003ePsychology of Financial Planning: Practitioner's Toolkit\u003c\/i\u003e is a practical, hands-on companion resource to the authors' \u003ci\u003ePsychology of Financial Planning\u003c\/i\u003e. It brings assessments, reflection and exercises that helps the financial planner better understand their own biases and behaviors as well as those of their clients. \u003ci\u003eThe Practitioner's Toolkit\u003c\/i\u003e includes exercise related to all of the learning objectives in the Psychology of Financial Planning that are found on the CFP(R) Exam. \u003c\/p\u003e\u003cp\u003eThis \u003ci\u003ePractitioner's Toolkit\u003c\/i\u003e offers a collection of tools designed to expand on aspects of the companion book, including assessments and exercises financial planners can use with their clients. It guides readers through the application of concepts explored in the \u003ci\u003ePsychology of Financial Planning\u003c\/i\u003e and encourages discussion and sharing with clients and members of planning firms. \u003c\/p\u003e\u003cp\u003eReaders will also find: \u003c\/p\u003e\u003cul\u003e \u003cli\u003eTools and strategies to assist the financial planner in understanding client and planner attitudes, values, and biases, \u003c\/li\u003e \u003cli\u003eExplorations of multicultural competence, behavioral finance, and helping client's navigate crisis events across a broad range of circumstances and financial planning clients, \u003c\/li\u003e \u003cli\u003eExercises that focus on resolving common sources of money conflict, avenues to get the client to take action, client goal-setting, and principles of effective communication and facilitating change.\u003c\/li\u003e\n\u003c\/ul\u003e\u003cp\u003eDesigned for current and aspiring financial planning professionals and educators in financial planning across roles and business models, \u003ci\u003eThe\u003c\/i\u003e \u003ci\u003ePsychology of Financial Planning: Practitioner's Toolkit \u003c\/i\u003eis a must-have on bookshelves of practitioners from firms large and small.\u003cbr\u003e\u003cbr\u003e\u003cb\u003eBinding Type:\u003c\/b\u003e Paperback\u003cbr\u003e\u003cb\u003ePublisher:\u003c\/b\u003e Wiley\u003cbr\u003e\u003cb\u003ePublished:\u003c\/b\u003e 12\/08\/2022\u003cbr\u003e\u003cb\u003eISBN:\u003c\/b\u003e 9781394153343\u003cbr\u003e\u003cb\u003ePages:\u003c\/b\u003e 208\u003c\/p\u003e","brand":"Brad Klontz, Charles R. Chaffin, Ted Klontz","offers":[{"title":"Default Title","offer_id":42478431731893,"sku":"9781394153343","price":33.96,"currency_code":"USD","in_stock":false}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0473\/0804\/6492\/products\/img_d8d36621-d97d-47bb-8c55-97510137510c.jpg?v=1666752227","url":"https:\/\/pastforward.org\/products\/psychology-of-financial-planning-practitioners-toolkit-9781394153343","provider":"Past Forward","version":"1.0","type":"link"}