Annotatie

A Client-Centered approach to Financial Planning Practice built by Research for Practitioners
The second in the CFP Board Center for Financial Planning Series, Client Psychology explores the biases, behaviors, and perceptions that impact client decision-making and overall financial well-being.

Flaptekst

CFP BOARD CENTER FOR FINANCIAL PLANNING The CFP Board Center for Financial Planning seeks to create a more diverse and sustainable financial planning profession so that every American has access to competent and ethical financial planning advice. The Center brings together CFP(R) professionals, firms, educators, researchers, and experts to address profession- wide challenges in the areas of diversity and workforce development, and to build an academic home that offers opportunities for conducting and publishing new research that adds to the financial planning body of knowledge. More about the Center and its initiatives can be found at www.CenterforFinancialPlanning.org. CFP BOARD Certified Financial Planner Board of Standards, Inc., is a nonprofit organization acting in the public interest by fostering professional standards in financial planning. CFP Board sets and enforces the standards for CFP(R) certification, the recognized standard of excellence for personal financial planning. Individuals who successfully complete CFP Board's initial and ongoing certification requirements--including requirements related to education, examination, experience, and ethics--are awarded the right to use the CFP(R) certification marks. CFP(R) certification identifies financial planners who are true professionals in one of the fastest-growing and exciting careers today, allowing the public to find professionals qualified to provide competent and ethical financial planning services delivered with a fiduciary standard of care, putting the client's best interests first. They are located in Washington, D.C.