ISBN 9781119350781 | Better Education Books

For more books and school booklists, please visit BEBooks

ISBN/Title
Title: Communication Essentials for Financial Planners
ISBN: 9781119350781
Format: BB

Authors: John E. Grable Joseph W. Goetz
Pub. Date: 20170210
Publisher: Wiley University
RRP: $82.95
Click Buy Now to find discount. Contact us for more discount for bulk orders*.
In stock

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.


  • All submitted orders subject to stock availability.  If a book is out of stock at its publisher or other suppliers, most likely it's the same here.
  • Discount and free delivery available: up to 20% off depending on order value and products/publishers. Further discount is available for bulk buy.
  • Free shipping and handling thresholds depend on order value and products / publishers as well. It will be worked out automatically when you order online. If the ordered items are from multiple publishers, there may have a separate shipping and handling fee for each publisher. However free shipping and handling will be provided when the total order value is over the thresholds. TIPS: bulk or group buy to save the shipping and handling cost.
  • News from Better Education Books Schools, libraries, parents, students, teachers, lecturers, professionals or businesses are welcome to request a quote for bulk orders or booklists to find out how much you can save. We are happy to consider orders where the quantity exceeds 20 units of any one item or total value is over $1000 from a single publisher as bulk orders. To ensure correct items are quoted, we recommend you provide ISBN. In booklist season, it may take days to give you a quotation due to large amounts of requests.
  • School generated purchase orders are welcome.
  • Request a tax invoice.
Save on school book lists, free delivery available