The CFP Board (2024) states that a financial planner's personal beliefs, values, and biases influence the planner–client relationship, as described in the principal knowledge topic of the psychology of financial planning.

Authors

• Person: Not available Organization: Journal of Financial Planning
  An Exploratory Study of the Wealthy's Investment Beliefs ...

Sources

• An Exploratory Study of the Wealthy's Investment Beliefs ... www.financialplanningassociation.org Journal of Financial Planning via serper

Referenced by nodes (1)

• financial planner concept