Download or read book Financial Therapy written by Bradley T. Klontz and published by Springer. This book was released on 2014-09-10 with total page 381 pages. Available in PDF, EPUB and Kindle. Book excerpt: Money-related stress dates as far back as concepts of money itself. Formerly it may have waxed and waned in tune with the economy, but today more individuals are experiencing financial mental anguish and self-destructive behavior regardless of bull or bear markets, recessions or boom periods. From a fringe area of psychology, financial therapy has emerged to meet increasingly salient concerns. Financial Therapy is the first full-length guide to the field, bridging theory, practical methods, and a growing cross-disciplinary evidence base to create a framework for improving this crucial aspect of clients' lives. Its contributors identify money-based disorders such as compulsive buying, financial hoarding, and workaholism, and analyze typical early experiences and the resulting mental constructs ("money scripts") that drive toxic relationships with money. Clearly relating financial stability to larger therapeutic goals, therapists from varied perspectives offer practical tools for assessment and intervention, advise on cultural and ethical considerations, and provide instructive case studies. A diverse palette of research-based and practice-based models meets monetary mental health issues with well-known treatment approaches, among them: Cognitive-behavioral and solution-focused therapies. Collaborative relationship models. Experiential approaches. Psychodynamic financial therapy. Feminist and humanistic approaches. Stages of change and motivational interviewing in financial therapy. A text that serves to introduce and define the field as well as plan for its future, Financial Therapy is an important investment for professionals in psychotherapy and counseling, family therapy, financial planning, and social policy.

Download or read book Financial Counseling written by Dorothy B. Durband and published by Springer. This book was released on 2018-10-16 with total page 244 pages. Available in PDF, EPUB and Kindle. Book excerpt: "This text is a valuable new resource that we recommend for all of our professionals and are proud to incorporate as part of our AFC® certification program. With expertise representing the breadth and depth of the financial counseling profession, the content in this text provides you with a rigorous foundation of knowledge, considers critical theoretical models, and explores foundational skills of communication, self-awareness, and bias. This type of comprehensive approach aligns with our mission and vision—providing you with the foundational knowledge to meet clients where they are across the financial life-cycle and impact long-term financial capability." -Rebecca Wiggins, Executive Director, AFCPE® (Association for Financial Counseling and Planning Education®) This timely volume presents a comprehensive overview of financial counseling skills in accessible, practical detail for readers throughout the career span. Expert financial counselors, educators, and researchers refer to classic and current theories for up-to-date instruction on building long-term client competence, working with clients of diverse backgrounds, addressing problem financial behavior, and approaching sensitive topics. From these core components, readers have a choice of integrated frameworks for guiding clients in critical areas of financial decision-making. This essential work: · Offers an introduction to financial counseling as a practice and profession · Discusses the challenges of working in financial counseling · Explores the elements of the client/counselor relationship · Compares delivery systems and practice models · Features effective tools and resources used in financial counseling · Encourages counselor ethics, preparedness, and self-awareness A standout in professional development references, Financial Counseling equips students and new professionals to better understand this demanding field, and offers seasoned veterans a robust refresher course in current best practices.

Download or read book Resources in Education written by and published by . This book was released on 1996-05 with total page 380 pages. Available in PDF, EPUB and Kindle. Book excerpt:

Download or read book Financial Capability and Asset Building in Vulnerable Households written by Margaret S. Sherraden and published by Oxford University Press. This book was released on 2018 with total page 473 pages. Available in PDF, EPUB and Kindle. Book excerpt: Financial Capability and Asset Building in Vulnerable Households is the first book of its kind. It prepares students and practitioners for financial practice. This comprehensive text offers knowledge and skills to enable families to improve their financial circumstances, and to promote policies and services for household economic security and development.

Download or read book The Financial Planning Competency Handbook written by CFP Board and published by John Wiley & Sons. This book was released on 2013-04-03 with total page 555 pages. Available in PDF, EPUB and Kindle. Book excerpt: Whether you’re studying to become a financial planner or a practitioner looking for a comprehensive reference to help serve your clients' needs, this is the ultimate guide. Developed by Certified Financial Planner Board of Standards, Inc. (CFP Board), the Financial Planning Competency Handbook gives you everything you need to meet the daily challenges of your current or future profession. This all-inclusive handbook covers the entire list of nearly 90 vital topics on integrated financial planning, including such major components as: General Principles of Finance and Financial Planning Insurance Planning Employee Benefits Planning Investment and Securities Planning State and Federal Income Tax Planning Estate Tax, Gift Tax, and Transfer Tax Planning Retirement Planning Estate Planning Principles of Communication and Counseling And more

Download or read book How to Give Financial Advice to Couples Essential Skills for Balancing High Net Worth Clients Needs written by Kathleen Burns Kingsbury and published by McGraw Hill Professional. This book was released on 2013-09-06 with total page 289 pages. Available in PDF, EPUB and Kindle. Book excerpt: DISCOVER the SECRETS to ATTRACTING and RETAINING AFFLUENT COUPLES Fact: A startling 70 percent of widows fire the couple's financial advisor within one year of the death of their spouse--the main reason being that the advisor had failed to develop a trusting relationship with both partners. You can be the exception by developing the essential skills needed to be a couplefriendly advisor. And Kathleen Burns Kingsbury, a leading wealth psychology expert, shows you exactly how to develop these skills. How to Give Financial Advice to Couples teaches you how to avoid common traps like subtly siding with one member of the couple, failing to plan adequately with both partners, and sidestepping difficult financial conversations for fear of upsetting the wealth creator. A leading wealth psychology expert, Kathleen Burns Kingsbury reveals everything you need to know about the psychology of couples in order to serve them better. Along the way, she offers specific tips and techniques for managing the challenges inherent in advising traditional and nontraditional couples. Kingsbury reveals: The top myths about couples and money The five tenets of couple dynamics and how they unfold in your office Strategies for encouraging the nondominant partner to speak up in meetings Techniques for facilitating financial conversations and mediating differences Tips for empowering couples to raise financially intelligent children You'll learn how to develop and articulate your couple's philosophy to establish expertise and credibility, how your couple's mindset impacts your work, and how being a couple-friendly advisor will set you apart from the competition. This one-of-a-kind handbook is the key to unlocking the secrets to attracting and retaining high-net-worth couples now and after difficult life transitions. How to Give Financial Advice to Couples gives you the expert insight and proven tools for navigating the unique dynamics of two people planning for their financial future. "Why do 70 percent of widows fire their financial advisor upon the passing of their husbands? Kathleen Burns Kingsbury provides the answer. Providing financial advice to couples is a primary skill that has been overlooked in this profession for too long. Whether or not you hearken to Kathleen’s insights will have a profound impact on your business, for better or for worse, for richer or for poorer." -- Mitch Anthony, author of The New RetireMentality "A must-read text for financial advisors to help them build and grow their practices. Kingsbury's advice will transform the way you work with your coupled clients, making for more satisfying and prosperous advisory relationships." -- Eleanor Blayney, Consumer Advocate for CFP Board "There are four things we were all taught never to talk about: Sex, Politics, Religion, and Money. When it comes to money, the one place where these conversations MUST happen is in your office. That's why you need to read this book--for its insights into how you can help couples start talking about money!" -- Carl Richards, author of The Behavior Gap

Download or read book Financial Planning Competency Handbook written by CFP Board and published by John Wiley & Sons. This book was released on 2015-07-08 with total page 946 pages. Available in PDF, EPUB and Kindle. Book excerpt: The official guide for exam success and career excellence Financial Planning Competency Handbook, Second Edition is the essential reference for those at any stage of certification and a one-stop resource for practitioners looking to better serve their clients. This fully updated second edition includes brand new content on connections diagrams, new case studies, and new instructional videos, and a completely new section devoted to the interdisciplinary nature of financial planning. You'll gain insights from diverse fields like psychology, behavioral finance, communication, and marriage and family therapy to help you better connect with and guide your clients, alongside the detailed financial knowledge you need to perform to the highest expectations as a financial planner. This book contains over ninety chapters that are essential for practitioners, students, and faculty. Whether a practitioner, student, or faculty member, this guide is the invaluable reference you need at your fingertips. Comprehensive, clear, and detailed, this handbook forms the foundation of the smart financial planner's library. Each jurisdiction has its own laws and regulations surrounding financial planning, but the information in this book represents the core body of knowledge the profession demands no matter where you practice. Financial Planning Competency Handbook, Second Edition guides you from student to practitioner and far beyond, with the information you need when you need it.

Download or read book Communication Essentials for Financial Planners written by John E. Grable and published by John Wiley & Sons. This book was released on 2017-02-02 with total page 216 pages. Available in PDF, EPUB and Kindle. Book excerpt: Exploring the Human Element of Financial Planning Communication Essentials for Financial Planners tackles the counseling side of practice to help financial planners build more productive client relationships. CFP Board’s third book and first in the Financial Planning Series, Communication Essentials will help you learn how to relate to clients on a more fundamental level, and go beyond "hearing" their words to really listen and ultimately respond to what they're saying. Expert coverage of body language, active listening, linguistic signals, and more, all based upon academic theory. There is also an accompanied set of videos that showcase both good and bad communication and counseling within a financial planning context. By merging written and experiential learning supplemented by practice assignments, this book provides an ideal resource for any client-facing financial professional as well as any student on their pathway to CFP® certification. Counseling is a central part of a financial planner's practice, and attention to interpersonal communication goes a long way toward progressing in the field; this guide provides practical instruction on the proven techniques that make a good financial planner great. Build client relationships based on honesty and trust Learn to read body language and the words not spoken Master the art of active listening to help your clients feel heard Tailor your communications to suit the individual client's needs The modern financial planning practice is more than just mathematics and statistical analysis—at its heart, it is based on trust, communication, and commitment. While interpersonal skills have always been a critical ingredient for success, only recently has this aspect been given the weight it deserves with its incorporation into the certification process. Communication Essentials for Financial Planners provides gold-standard guidance for certification and beyond.

Download or read book CFP Board Financial Planning Competency Handbook written by CFP Board and published by John Wiley & Sons. This book was released on 2015-08-03 with total page 945 pages. Available in PDF, EPUB and Kindle. Book excerpt: The official CFP guide for career excellence CFP Board Financial Planning Competency Handbook is the essential reference for those at any stage of CFP certification and a one-stop resource for practitioners looking to better serve their clients. This fully updated second edition includes brand new content on connections diagrams, new case studies, and new instructional videos, and a completely new section devoted to the interdisciplinary nature of financial planning. You'll gain insights from diverse fields like psychology, behavioral finance, communication, and marriage and family therapy to help you better connect with and guide your clients, alongside the detailed financial knowledge you need to perform to the highest expectations as a financial planner. The only official CFP Board handbook on the market, this book contains over ninety chapters that are essential for practitioners, students, and faculty. Whether a practitioner, student, or faculty member, this guide is the invaluable reference you need at your fingertips. Comprehensive, clear, and detailed, this handbook forms the foundation of the smart financial planner's library. Each jurisdiction has its own laws and regulations surrounding financial planning, but the information in this book represents the core body of knowledge the profession demands no matter where you practice. CFP Board Financial Planning Competency Handbook guides you from student to practitioner and far beyond, with the information you need when you need it.

Download or read book Learning the Art of Helping written by Mark E. Young and published by Pearson Educacion. This book was released on 2012-03-01 with total page 416 pages. Available in PDF, EPUB and Kindle. Book excerpt: This best-selling resource is a great refresher and hands-on resource for counselors new to their professions. It's packed with step-by-step guidance for developing the skills and techniques they need to effectively help their clients. It covers not just the basic building blocks in the profession, but also what the author calls the megaskills and common curative factors that lie behind the methods. The tone is conversational and the references are very useful.

Download or read book Monthly Catalog of United States Government Publications written by and published by . This book was released on 1985 with total page 520 pages. Available in PDF, EPUB and Kindle. Book excerpt:

Download or read book Improving Financial Literacy Analysis of Issues and Policies written by OECD and published by OECD Publishing. This book was released on 2005-11-10 with total page 181 pages. Available in PDF, EPUB and Kindle. Book excerpt: This book describes the different types of financial education programmes currently available in OECD countries, evaluates their effectiveness, and makes suggestions to improve them.

Download or read book Social Work Licensing Advanced Generalist Exam Guide Third Edition written by Dawn Apgar, PhD, LSW, ACSW and published by Springer Publishing Company. This book was released on 2020-10-26 with total page 505 pages. Available in PDF, EPUB and Kindle. Book excerpt: Features improved ASWB exam prep strategies, expanded analysis of exam content, and proven test-taking tips! The third edition of the bestselling acclaimed exam guide for the ASWB Social Work Advanced Generalist Exam has been thoroughly updated to reflect current practice and core knowledge tested on the exam. Recognized for its unique test-taking tips and strategies, Dawn Apgar’s complete review of the Knowledge Skills and Abilities (KSAs) across the core social work content areas helps readers discover gaps in their knowledge so they can identify strengths and target weak areas. Included with every print purchase is a bonus 170-question practice test that mirrors the actual exam in length and structure, plus explains correct answers. KSAs are identified for each question so test-takers can easily locate relevant source material for further study. Dawn Apgar’s guide for the Social Work Licensing Advanced Generalist Exam is the best test-taking package available, ensuring success by providing invaluable tips on how to parse the questions, overcome test anxiety, avoid common pitfalls, and assess your own learning style -; all of which help to foster exam confidence. The new updated third edition not only reflects the 2018 test blueprint, but is significantly revised and reformatted to help test-takers pass the exam on the first try. Revised content includes content on racial/cultural groups, NASW Code of Ethics, including the ethical use of technology, and gender diversity. New to the Third Edition: How to Use This Guide - brand new chapter focused on how the book’s content structure links to the ASWB blueprint and how to use for more efficient study Examination Overview - expanded discussion and analysis of exam content Exam Preparation Strategies -; new content focused on essential strategies for success, how to deal with test anxiety, and how to maximize content retention based on learning styles Test Taking Tips -; a favorite with test takers, this feature has been updated to be more even more helpful New Content -; revised content on race, ethnicity, and culture, and macro practice Key Features: Authoritative -; developed and written by a renowned social work educator who has helped thousands of test takers pass the exam through her workshops and books Blueprints - provides a thorough content review of the ASWB exam core content areas, perfectly weighted to match licensing blueprints Self-assessment - begins with a self-assessment to help identify areas of strength and weakness Practice Test - includes a 170-question full practice test mirroring the actual exam with detailed explanations of correct answers

Download or read book The Essential Advisor written by Bill Crager and published by John Wiley & Sons. This book was released on 2016-05-02 with total page 181 pages. Available in PDF, EPUB and Kindle. Book excerpt: Leverage the financial services evolution to maximize your firm's value The Essential Advisor presents an insightful handbook for advisors looking to navigate the changing face of financial services. The industry is evolving, consumers are evolving, and many advisors are being left behind as old methods become less and less relevant. This book shows you how to turn this shift into a positive, by positioning your firm to maximize these new opportunities, and deliver the results and experience increasingly expected of financial advisors. You'll learn how to provide the transparency, hands-on interaction, and around-the-clock access today's clients demand, and how to consistently deliver service that robo-advisors cannot duplicate. Emerging technologies do not have to be a threat to your practice—they are tools that represent opportunities to provide greater service to your clients, and smart technology integration will be a hallmark of firms that survive the shift. This guide provides a clear vision of the future of financial services, and an indispensable management framework for maximizing your firm's future value. Advisors are increasingly confused about what clients are seeking, and clients are equally confused about what advisory firms offer that alternatives cannot. This book helps clear the air on both sides by examining the client's perspective of financial services, and helping advisors better communicate their strengths. Articulate the value of your services Leverage new technology to complement your practice Capitalize on opportunities and maximize your firm's value Position your firm to benefit from the changing consumer population Financial advisors can only grow their businesses if clients know what they do, know how to hire them, and can access them affordably. The Essential Advisor shows you to bring your firm into the future successfully.

Download or read book FAMILY THERAPY TECHNIQUES written by Salvador MINUCHIN and published by Harvard University Press. This book was released on 2009-06-30 with total page 316 pages. Available in PDF, EPUB and Kindle. Book excerpt: A master of family therapy, Salvador Minuchin, traces for the first time the minute operations of day-to-day practice. Dr. Minuchin has achieved renown for his theoretical breakthroughs and his success at treatment. Now he explains in close detail those precise and difficult maneuvers that constitute his art. The book thus codifies the method of one of the country's most successful practitioners.

Download or read book Essential Counselling and Therapy Skills written by Richard Nelson-Jones and published by SAGE. This book was released on 2002-01-11 with total page 403 pages. Available in PDF, EPUB and Kindle. Book excerpt: `This is another well planned and well organized textbook specifically aimed at students in training as counsellors and psychotherapists, who have already completed an introductory course′ - British Journal of Guidance and Counselling `Richard Nelson-Jones′ focus on skilling the client provides a valuable toolkit, making explicit what is implicit in many counselling models. His "Skilled Client Model" provides an excellent substitute for Egan′s "Skilled Helper" - Zoë Fitzgerald-Pool, Director of Training & Development, CSCT Limited `A text which provides trainers and trainees alike with a veritable treasure-house of creative ideas′ - Brian Thorne, Emeritus Professor of Counselling, University of East Anglia and Co-Founder, Norwich Centre `The "skilled client model" is a distinct advance, I think... and very helpful′ - Ron Perry, Director, Institute of Counselling, Sydney ′The book is written in a clear and orderly fashion.... Therapy is a process and learning is a process too, and this textbook will undoubtedly assist trainees to move along their own process of learning and becoming reflective and effective practitioners′ - Stefania Gribcic, Counselling Psychology Review Essential Counselling and Therapy Skills is written for trainees who are beginning to work with clients under supervision. Building on what has been learnt during introductory courses, the book supports students in the next stage of their practical skills development. Written by leading author, Richard Nelson-Jones, Essential Counselling and Therapy Skills is a step-by-step guide to therapeutic work using the`skilled client model′. Central to this innovative approach, is the assumption that the skill of counsellors and therapists lies in their capacity to impart skills to clients. The book focuses on: establishing collaborative working relationships; working with clients to find shared definitions of their problems; enabling clients to improve how they think, communicate and act; and dealing with questions of diversity, ethical practice and the value of supervision. Accessibly written, the book contains numerous skill-building activities and case examples, making Essential Counselling and Therapy Skills an ideal textbook for practical skills training in counselling, counselling psychology, psychotherapy and other helping professions.

Download or read book Proceedings Annual Conference of the American Council on Consumer Interests written by American Council on Consumer Interests. Conference and published by . This book was released on 1982 with total page 1136 pages. Available in PDF, EPUB and Kindle. Book excerpt: