Overview

In Psychology of Financial Planning: The Practitioner's Guide to Money and Behavior, distinguished authors Drs. Brad Klontz, CFP, Charles Chaffin, and Ted Klontz deliver a comprehensive overview of the psychological factors that impact the financial planning client. Designed for both professional and academic audiences, Psychology of Financial PLanning is written for those with thirty years in practice as well as those just beginning their journey. With a focus on how psychology can be applied to real-world financial planning scenarios, Psychology of Financial Planning provides a much-needed toolbox for practicing financial planners who know that understanding their client's psychology is critical to their ability to be effective. The Psychology of Financial Planning is also a much-needed resource for academic institutions who now need to educate their students in the CFP Board's newest category of learning objectives: psychology of financial planning.

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Ted Klontz is associate professor of practice in financial psychology and behavioral finance at Creighton University's Heider College of Business and a founder of the Financial Psychology Institute. Charles Chaffin's work encompasses a broad range of fields, from educational and cognitive psychology to financial planning. He has served as the author or lead editor of six different books within financial planning and cognitive psychology, helping practitioners become more client-centered and helping individuals and companies address the pushes and pulls on attention in the workplace. He has taught at the undergraduate and graduate level, as well as in a variety of executive education programs. For over a decade, Dr. Chaffin served as director of Academic Initiatives with CFP Board in Washington DC, working with a variety of financial planning programs and led research initiatives that directly or indirectly related to financial planning practice. He consults with financial service firms and is a regular keynote speaker at a variety of conferences. Brad Klontz is a Certified Financial Planner and a financial psychologist who helps individuals and families understand their views about money. He is associate professor of practice in financial psychology and behavioral finance at Creighton University's Heider College of Business. Jamie Renell originally hails from New England and is a rabid Red Sox fan. After graduating high school, he moved to Tallahassee, Florida, and attended Florida State University, where he received his BFA in acting. Upon graduating, Jamie moved to Atlanta to pursue his acting career in the burgeoning film community there. He has been involved in films, TV, and voice-over for more than ten years, and has credits that run the gamut, including Prison Break, Homeland, Jumanji, and Pitch Perfect, not to mention voicing nearly 200 audiobooks! He is the father to four wonderful, amazing children and husband to the most incredible woman in the world.

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