Psych of Financial Planning Cheat Sheet
Behavioral finance nerd here 🤓. I noticed when doing my research on this sub that people who failed using Dalton and Kaplan mentioned they didn't feel well prepared for the Psychology of Financial Planning portion (7% of exam).
So I made a notes sheet with 22 behavioral finance concepts, plain English definitions, and concise more formal definitions.
Feel free to chime in if I'm missing any frequently tested ones. These are the ones that come up when you read books like Nudge, Thinking Fast and Slow, Freakonomics, etc.
Good luck to those in their last month of studying.
➡️ PDF download, no email required, just trying to help out stressed people
🎧 video version in case you want to listen to it like a podcast
