ALM ThinkAdvisor’s announced today the release of Financial Planning Counseling Skills, a Companion to John Grables’ capstone title, The Case Approach to Financial Planning: Bridging the Gap between Theory and Practice, Fourth Edition (Revised), a textbook that provides experiential foundations and tools for practice in real-world scenarios.
Financial Planning Counseling Skills is designed to enable professors to add supplemental instruction on working with client behaviors and biases, such as money disorders and addiction, by taking a deeper dive into existing course topics without making formal curriculum changes.
The fundamental issue faced by nearly all financial planning academic programs is the lack of institutional flexibility in adding new classes or significantly altering existing classes. This book offers a solution to that challenge.
Financial Planning Counseling Skills will help instructors fill the learning gap in their financial planning programs as well as support student skills development for navigating challenges that financial planners report to the CFP Board as impactful to their practices.
With essay questions, matching questions, true-false questions, multiple choice questions and sample discussion and essay questions, the goal of Financial Planning Counseling Skills is to provide professors with a seamless way to incorporate teaching needed skills without making curricula changes. Chapters cover client and planner attitudes, values and biases; behavioral finance; sources of money conflict; principles of counseling; and general principles of effective communication.
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