Client psychology / [edited by] Charles Chaffin, CFP Board.

Other author Chaffin, Charles R.
Format Electronic
Publication InfoHoboken : Wiley, [2018]
Description1 online resource.
Supplemental ContentFull text available from Ebook Central - Academic Complete
Subjects

Contents About the contributors -- Introduction / Charles R. Chaffin, Ed.D, CFP Board Center for Financial Planning -- Client psychology -- Behavioral finance -- Behavioral finance -- Heuristics and biases -- Prospect theory -- The role of mental accounting in household spending and investing decisions -- Intentional choice architecture -- Cognition, distraction and the financial planning client -- Personality and financial behavior -- Risk literacy -- Automated decision aids : understanding disuse and designing for trust, with implications for -- Marriage and family therapy, financial therapy, & client psychology -- Client diversity : understanding and leveraging difference to enhance financial planning practice -- Client psychology : the older client -- Financial psychology -- Money disorders and other problematic financial behaviors -- Situation awareness in financial planning : research and application -- Final thoughts -- Index.
General noteIncludes index.
Access restrictionAvailable only to authorized users.
Technical detailsMode of access: World Wide Web
Source of descriptionDescription based on print version record and CIP data provided by publisher.
Issued in other formPrint version: Client psychology Hoboken : Wiley, [2018] 9781119436263
Genre/formElectronic books.
LCCN 2018005451
ISBN9781119440901 (pdf)
ISBN9781119440918 (epub)

Availability

Library Location Call Number Status Item Actions
Electronic Resources Access Content Online ✔ Available