Financial Planning, Goals, and Behavioral Biases: Key Concepts for CFP is a focused study guide designed for Certified Financial Planner (CFP®) candidates seeking a clear understanding of client goal setting and behavioral finance principles. This document covers the financial planning process, short- and long-term goal identification, prioritization techniques, client risk tolerance, and common behavioral biases such as overconfidence, loss aversion, anchoring, mental accounting, and confirmation bias. Aligned with the CFP curriculum, this resource helps candidates apply behavioral insights to real-world financial planning scenarios, improve client communication, and strengthen exam performance.
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