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《Client psychology /》

Client psychology /

ISBN:9781119436263 (cloth) :
编目源:DLC DLC DLC BJZK
语种代码:eng
个人名称:Chaffin, Charles R.
题名:Client psychology / / edited by Charles R. Chaffin, EdD
出版发行项:Hoboken, New Jersey : Wiley, [2018]
载体形态:xxiv, 312 pages ; 23 cm
书目附注:Includes bibliographical references and index.
格式化内容附注: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 -- 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.
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