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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 financial planner better understand their own biases and behaviors as well as those of their clients. The Practitioner's Toolkit includes exercise related to all of the learning...

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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(r), 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 wri...