Читать книгу CFP Board Financial Planning Competency Handbook - Board CFP - Страница 19

Part Three is devoted to many of the related areas to the discipline and profession of financial planning. Many of these areas involve areas such as psychology, sociology, behavioral finance, marriage and family therapy, and elements related to certifications in this profession. The goal with this section is multi-faceted. The hope is that practitioners will read these chapters and begin to visualize how theory from other disciplines can be applied to their work, questioning current assumptions and considering new strategies for serving clients based upon the work of practitioners and researchers from other academic disciplines. For faculty, the hope is that these chapters will fuel new ideas for lines of research that incorporate theory from other disciplines into financial planning, engaging bodies of knowledge and researchers from other areas into financial planning. Many of the topics that are part of this section have been tested in multiple contexts and are grounded in theory that has been part of research and practice in other contexts for decades. It is our hope that regardless of experience in research or practice, that the reader be challenged relative to many of the important facets of financial planning.