Psychology of Financial Planning: Practitioner's Toolkit

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This practical companion resource enhances the authors' previous work by providing assessments, reflections, and exercises that help financial planners understand their own biases and behaviors, as well as those of their clients. It includes exercises aligned with the learning objectives found in the Psychology of Financial Planning relevant to the CFP® Exam. The toolkit offers a variety of tools designed to deepen the concepts explored in the companion book, facilitating discussions and interactions between planners and clients. Readers will find strategies to comprehend client and planner attitudes, values, and biases, alongside explorations of multicultural competence and behavioral finance. It also addresses how to help clients navigate crises and resolve common money conflicts, encouraging action, goal-setting, and effective communication. This resource is aimed at current and aspiring financial planning professionals and educators across various roles and business models. The Psychology of Financial Practitioner’s Toolkit is an essential addition to the bookshelves of practitioners in firms of all sizes.