000			04314cam a2200577 i 4500
001			on1022077361
005			20250919141832.0
006			m o d
007			cr |||||||||||
008			180205s2018 njua ob 001 0 eng
010			_a 2018005451
020			_a9781119440901 _q(electronic book)
020			_a1119440904 _q(electronic book)
020			_a9781119440895 _q(electronic book)
020			_a1119440890 _q(electronic book)
020			_a9781119440918 _q(electronic book)
020			_a1119440912 _q(electronic book)
020			_z9781119436263 _q(hardcover)
029	1		_aCHNEW _b001003107
029	1		_aCHVBK _b516427644
035			_a(OCoLC)1022077361
040			_aDLC _beng _erda _epn _cDLC _dOCLCO _dNST _dYDX _dDG1 _dEBLCP _dYDX _dNLE _dOCLCO _dCNCGM _dOCLCQ _dUAB _dMERER _dIDB _dUPM _dOCLCQ _dDEBBG _dOCLCQ _dRECBK
042			_apcc
049			_aMAIN
050	1	4	_aHG179.5 _b.C55 2018
072		7	_aBUS _x027000 _2bisacsh
082	0	0	_a332.0240068/5 _223
245	0	0	_aClient psychology / _cCharles Chaffin, editor.
264		1	_aHoboken, New Jersey : _bJohn Wiley & Sons, Inc., _c[2018]
300			_a1 online resource
336			_atext _btxt _2rdacontent
337			_acomputer _bc _2rdamedia
338			_aonline resource _bcr _2rdacarrier
504			_aIncludes bibliographical references and index.
505	0		_aAbout 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.
588	0		_aOnline resource; title from digital title page (viewed on March 14, 2018).
520			_aA Client-Centered approach to Financial Planning Practice built by Research for Practitioners The second in the CFP Board Center for Financial Planning Series, Client Psychology explores the biases, behaviors, and perceptions that impact client decision-making and overall financial well-being. This book, written for practitioners, researchers, and educators, outlines the theory behind many of these areas while also explicitly stating how these related areas directly impact financial planning practice. Additionally, some chapters build an argument based solely upon theory while others will have exclusively practical applications. -Defines an entirely new area of focus within financial planning practice and research: Client Psychology -Serves as the essential reference for financial planners on client psychology -Builds upon and expands the body of knowledge for financial planning -Provides insight regarding the factors that impact client financial decision-making from a multidisciplinary approach If you're a CFP professional, researcher, financial advisor, or student pursuing a career in financial planning or financial services, this book deserves a prominent spot on your professional bookshelf.
650		0	_aFinancial planning industry _xCustomer services.
650		0	_aFinancial planning _xPsychological aspects.
650		7	_aBUSINESS & ECONOMICS _xFinance. _2bisacsh
655		4	_aElectronic books.
700	1		_aChaffin, Charles R., _eeditor.
773	0		_tWiley e-books
776	0	8	_iPrint version: _tClient psychology. _dHoboken : Wiley, [2018] _z9781119436263 _w(DLC) 2017059961
856	4	0	_uhttps://eresourcesptsl.ukm.remotexs.co/user/login?url=https://doi.org/10.1002/9781119440895 _zWiley Online Library
907			_a.b16814459 _b2022-09-21 _c2020-07-17
942			_n0
998			_ae _b2020-07-17 _cm _dz _feng _gnju _y0 _z.b16814459
999			_c648855 _d648855