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Recommended Books from Leading Experts in the Fields of Financial Psychology and the Psychology of Financial Planning

On January 26, panelists Dr. Jim Grubman, Dr. Sonya Lutter, Dr. Brian Portnoy, CFA, and our moderator and Wealth Management program lecturer, Dr. Meghaan Lurtz, unpacked the differences between client psychology and the psychology of financial planning. In addition to recommending a list of great books to read, the panelists provided actionable and practical advice on how to use EQ skills to enhance the planner/client relationship. Review the list of books below and watch the recording to learn about strategies such as implementing positive psychology and focusing on anti-goals, the person, and the story.   

A More Beautiful Question


Changing to Thrive

Crucial Conversations

Dare to Lead


How I Invest My Money

Maybe You Should Talk to Someone

Mind Over Money


Strangers in Paradise

Stumbling on Happiness

The Geometry of Wealth

Thinking Fast and Slow

A sixteen-month online program with asynchronous instruction, specially designed to accommodate working professionals, Columbia University’s Master of Professional Studies in Wealth Management program is taught by distinguished faculty with deep, applied experience in their respective fields. Additionally, it is a CFP Board Registered Program designed to help students meet the educational requirements for CFP® certification. 

The priority application deadline for fall 2023 enrollment is February 15, and the final deadline is June 15. Students who have international transcripts are encouraged to apply by March 15. Learn more.