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.
Testpro is your one-stop destination for all academic materials — including test banks, solution manuals, study guides, mirror exams, and a wide range of other exam preparation resources.
Quality you can trust: written by students who passed their tests and reviewed by others who've used these notes.
No worries! You can instantly pick a different document that better fits what you're looking for.
No subscription, no commitments. Pay the way you're used to via credit card and download your PDF document instantly.
“Bought, downloaded, and aced it. It really can be that simple.”