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CFP Board financial planning competency handbook
Chaffin, Charles R. (contributor) - Certified Financial Planner Board of Standards - 2015 - 2. ed.
Persistent link: https://www.econbiz.de/10011312802
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CFP Board financial planning competency handbook
Chaffin, Charles R. (contributor) - Certified Financial Planner Board of Standards - 2013
Persistent link: https://www.econbiz.de/10009735146
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Client psychology
Chaffin, Charles R. (ed.) - Certified Financial Planner Board of Standards - 2018
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...
Persistent link: https://www.econbiz.de/10011789519
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Do as I say, not as I do : an analysis of portfolio development recommendations made by financial advisors
Grable, John; Hubble, Amy; Kruger, Michelle - In: The journal of wealth management 22 (2020) 4, pp. 62-73
Persistent link: https://www.econbiz.de/10012302829