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- W4252516119 abstract "CHAPTER 12 Client and Planner Attitudes, Values, Biases, and Behavioral Finance Book Editor(s):Charles R. Chaffin EdD, Charles R. Chaffin EdDSearch for more papers by this author First published: 03 August 2015 https://doi.org/10.1002/9781119642473.ch12 AboutPDFPDF ToolsRequest permissionExport citationAdd to favoritesTrack citation ShareShareShare a linkShare onFacebookTwitterLinked InRedditWechat Summary In all aspects of financial planning, an understanding of both the client and planner's attitudes, values, and biases is needed to effectively gather client information and communicate recommendations. The field of behavioral finance has provided insights and tools that aid in this process. The financial planner must be able to identify the client's risk tolerance and be able to communicate effectively so as to keep the client's risk perception aligned with reality. Understanding a client's learning style is crucially important for the financial planner when developing and communicating recommendations. It is also important when gathering information about goals, objectives, and preferences. A client's cultural and religious background will often influence attitudes toward financial decisions as a consequence of varying beliefs related to such things as borrowing and debt or acceptable investment categories. Cultural and religious background can also influence how competing financial goals are prioritized. CFP Board Financial Planning Competency Handbook, Second Edition RelatedInformation" @default.
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- W4252516119 date "2015-08-03" @default.
- W4252516119 modified "2023-09-23" @default.
- W4252516119 title "Client and Planner Attitudes, Values, Biases, and Behavioral Finance" @default.
- W4252516119 doi "https://doi.org/10.1002/9781119642473.ch12" @default.
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