Psychology of Financial Planning provides 350 practice questions to prepare for the six-hour CFP® certification exam. This study guide assesses your ability to apply principles of behavioral finance and financial psychology within the financial planning process. Each question is aligned with the knowledge, skills, and professional judgment required to demonstrate competency and achieve a passing exam score.
Included are seven 50-question tests covering the following topics:
• Client and planner attitudes, values, biases
• Behavioral finance
• Sources of money conflict
• Principles of counseling
• General principles of effective communication
• Crisis events with severe consequences
About the CFP® Program
The CERTIFIED FINANCIAL PLANNER® credential is the most respected and widely recognized financial planning designation in the world. Founded in 1973, the CFP® program provides a strong foundation of advanced financial planning analysis that certificants use through all stages of their careers. With particular emphasis placed on ethics and commitment to clients, the CFP® professional has earned a distinguished reputation backed by security and stewardship. By earning the CFP® designation, you will join a vast professional network and gain unmatched credibility and career resources.
