Client Psychology (eBook)

CHARLES R. CHAFFIN, ED.D., is Director of Academic Initiatives at the CFP Board Center for Financial Planning. He is Executive Editor of Financial Planning Review, the academic journal from the CFP Board Center for Financial Planning. In addition, he leads the Academic Research Colloquium and the Columbia University-CFP Board Teaching Seminar and serves as editor of the CFP Board Center for Financial Planning Series. He is a published researcher with a multitude of papers that focus on the cognitive workload of learners in different task settings, reflective practice, and best practices in higher education curriculum and instruction, both within education as well as within financial planning. He has taught all levels of learners, from elementary school, baccalaureate, graduate, and doctoral studies through a variety of instructional platforms. He holds a graduate degree from the University of Michigan and a doctorate from the University of Illinois at Urbana-Champaign.

Certified Financial Board of Standards, Inc. (CFP Board) (Washington, DC) is a non-profit organization acting in the public interest by fostering professional standards in personal financial planning. CFP Board sets and enforces the standards for CFP® certification, the recognized standard of excellence for personal financial planning.

Dr. Charles Chaffin (editor) is Director of Academic Programs and Initiatives for CFP Board.