Dr. Charles Chaffin’s work encompasses a broad range of fields, from educational psychology to financial planning to life in the Information Age. His research and teaching focuses on learner cognition in a variety of formats, including various delivery methods and learning styles as well as the client behaviors and attitudes within financial planning. Most recently, he has written and spoke regarding one of the biggest issues of our time: information, most notably how we manage it, retain, and use it in all aspects of our lives.

Psychology of Financial Planning: The Practitioner’s Guide to Money and Behavior, co-authored with Dr. Brad Klontz and Dr. Ted Klontz, focuses on all of the biases and experiences that impact client behavior. This book, designed for practitioners, is a detailed approach to how advisors can better serve their clients. Brad and Charles consult with a variety of financial services firms about ways to build stronger client relationships and get clients to stick with their financial plan…and their financial advisor. Learn more about their Psychology of Financial Planning work here:

Numb, released in 2021, focuses on all of the pushes and pulls on our attention, as well as the byproducts of life in the Information Age, ranging from confirmation bias and tribalism to choice overload and compassion fatigue. The purpose of Numb is to help readers use information, and the technology that goes along with it, as a tool for better productivity, deeper relationships, and authentic experiences…as opposed to a destination.

Charles delivers keynotes speeches, workshops, as well as teaching in a variety of executive education programs.

Learn about Charles’ partnership with WeLearn for workshops and consulting https://welearnls.com/workshops/.

The Psychology of Financial Planning (2022)

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