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Intro -- Client Psychology -- Contents -- Acknowledgments -- Preface -- References -- About the Contributors -- Chapter 1 Client Psychology -- References -- Chapter 2 Behavioral Finance -- What Is Behavioral Finance? -- Applications of Behavioral Finance in Understanding and Changing Clientsâ...
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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...
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"In the Fall of 2021, the CFP Board announced the creation of a new category of learning objectives: Psychology of Financial Planning. As such, aspiring financial planners are now all required to gain knowledge in several key areas of financial psychology. Along with this announcement came a...
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