We provide an informed discussion about challenges, opportunities and the future of research and practice in the field of financial planning over the next 10 years. As editors of Financial Planning Review, using a mix‐methods approach and a survey of subject‐matter expert views, we outline...

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...

"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...

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...