ALM announces the release of a new title, The Psychology of Financial Planning, in partnership with the CFP Board

NEW YORK, May 3, 2022 /PRNewswire/ — ALM has released a new headline, The psychology of financial planningdeveloped in partnership with the Certified Financial Planner Board of Standards, Inc. (CFP Board).

The psychology of financial planning is the first title to cover the six core knowledge topics in the field of psychology of financial planning and evaluated in the call for proposals® exam. Written by subject matter experts under the direction of CFP’s Editorial Advisory Board, this new title is available in eBook, digital and print formats. The psychology of financial planning discusses the theoretical underpinnings of each of the six topics and provides practical advice, including “In Practice” sections with practical advice and case studies that illustrate how the concepts play out in real-life situations. This pioneering resource will not only serve CFP aspirants® professionals, but help financial planners to improve their skills in this area.

This book is structured around the six core knowledge topics that make up the CFP Board’s Psychology of Financial Planning subject area:

  1. Attitudes, values ​​and biases of clients and planners
  2. Behavioral finance
  3. Sources of monetary conflicts
  4. Board Principles
  5. General principles of effective communication
  6. Crisis events with severe consequences

“We are thrilled to partner with such a respected organization as CFP Board and to be the first to cover this new core knowledge area,” said Molly Miller, chief content officer of ALM. “The psychology of financial planning joins our well-established series of financial planning titles that help students prepare for the CFP® exam and provide lifelong learning for financial planners.”

Online and eBook versions are available for immediate access. Printed copies are available for pre-order and will ship in June.

Use code POFP22 to receive $20 on your purchase of our online + eBook versions or on your pre-order of the printed version. Bundle print + online + eBook for the biggest savings! *

To print: $199
eBook + online: $169
Print + eBook + online set: $320

* Introductory rate savings from $20 is valid on The psychology of financial planning only. Enter coupon code POFP22 at checkout. Offer valid until May 27, 2022 at 11:59 p.m. EDT.

About ALM Global

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Amanda Beasley
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The Certified Financial Planner Board of Standards, Inc. is a professional body for personal financial planners in the United States. The CFP Board sets standards for financial planning and administers the prestigious CFP® certification – one of the most respected certifications in financial services – so that the public has access to and benefits from competent and ethical financial planning. . CFP’s Board of Directors, along with its Financial Planning Center, is committed to increasing public awareness of CFP® certification and access to a diverse, ethical and responsible financial planning workforce. competent. Widely recognized by businesses as the standard in financial planning, the CFP® certification is held by more than 92,000 people worldwide. United States. Visit for more information.