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Transpersonal practices for certifie...

Snow, Renee M.

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Transpersonal practices for certified financial planners.

Record Type:	Language materials, printed : Monograph/item
Title/Author:	Transpersonal practices for certified financial planners./
Author:	Snow, Renee M.
Description:	103 p.
Notes:	Source: Dissertation Abstracts International, Volume: 71-02, Section: A, page: 0655.
Contained By:	Dissertation Abstracts International71-02A.
Subject:	Religion, Philosophy of. -
Online resource:	http://pqdd.sinica.edu.tw/twdaoapp/servlet/advanced?query=3390316
ISBN:	9781109586961

Transpersonal practices for certified financial planners.
Snow, Renee M.

Transpersonal practices for certified financial planners. - 103 p.

Source: Dissertation Abstracts International, Volume: 71-02, Section: A, page: 0655.

Thesis (Ph.D.)--Institute of Transpersonal Psychology, 2010.

This study explored correlations among spirituality, client retention, job satisfaction, and compensation structure in a population of Certified Financial Planners (CFPs) (n = 109). Participants completed Howden's Spirituality Assessment Scale (SAS); provided 5-year client retention rates; filled in a 10-point, 10-question job satisfaction survey created by the Financial Planning Standard's Council; and provided information on the percentage of annual income derived by fee-based planning and asset management. The first part of the quantitative study examined the correlation between scores on the SAS and client retention rate using a Pearson product-moment correlation coefficient. Results from this examination showed the correlation for the 1-tailed test was significant at the 0.05 level with a positive correlation of .220. The second part of the quantitative study examined the levels of spirituality, job satisfaction, and fee structure that maximize client retention rate using multiple regression analysis. The results indicate that the 3 independent variables---fee-based percentage, SAS score, and job-satisfaction totals---are not significant predictors of client retention. The third part of the quantitative study determined the intercorrelations (Pearson's r) of all 4 studied variables with each other in a 4 x 4 correlation matrix. Results show fee-based planning was positively and significantly correlated to job satisfaction (r = .17, p ≤ .05). The matrix also revealed that CFPs who scored relatively higher on the SAS had higher self-reported job-satisfaction scores (r = .39, p ≤ .01). Depth was added to the quantitative study through the interviews of 3 CFPs who scored above 150 on the SAS. These interviews were analyzed using the Integral Constructivist Grounded Theory method. Open coding uncovered 4 main themes among the transpersonal CFPs: integrity, holistic client approach, tolerance, and inner spiritual knowing. These 4 practices created an upward spiral that defined the nature of conscious financial planning.

ISBN: 9781109586961Subjects--Topical Terms:

1017774
Religion, Philosophy of.

Transpersonal practices for certified financial planners.
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020 $a 9781109586961
035 $a (UMI)AAI3390316
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040 $a UMI $c UMI
100 1 $a Snow, Renee M. $3 1674075
245 1 0 $a Transpersonal practices for certified financial planners.
300 $a 103 p.
500 $a Source: Dissertation Abstracts International, Volume: 71-02, Section: A, page: 0655.
500 $a Adviser: Mark L. McCaslin.
502 $a Thesis (Ph.D.)--Institute of Transpersonal Psychology, 2010.
520 $a This study explored correlations among spirituality, client retention, job satisfaction, and compensation structure in a population of Certified Financial Planners (CFPs) (n = 109). Participants completed Howden's Spirituality Assessment Scale (SAS); provided 5-year client retention rates; filled in a 10-point, 10-question job satisfaction survey created by the Financial Planning Standard's Council; and provided information on the percentage of annual income derived by fee-based planning and asset management. The first part of the quantitative study examined the correlation between scores on the SAS and client retention rate using a Pearson product-moment correlation coefficient. Results from this examination showed the correlation for the 1-tailed test was significant at the 0.05 level with a positive correlation of .220. The second part of the quantitative study examined the levels of spirituality, job satisfaction, and fee structure that maximize client retention rate using multiple regression analysis. The results indicate that the 3 independent variables---fee-based percentage, SAS score, and job-satisfaction totals---are not significant predictors of client retention. The third part of the quantitative study determined the intercorrelations (Pearson's r) of all 4 studied variables with each other in a 4 x 4 correlation matrix. Results show fee-based planning was positively and significantly correlated to job satisfaction (r = .17, p ≤ .05). The matrix also revealed that CFPs who scored relatively higher on the SAS had higher self-reported job-satisfaction scores (r = .39, p ≤ .01). Depth was added to the quantitative study through the interviews of 3 CFPs who scored above 150 on the SAS. These interviews were analyzed using the Integral Constructivist Grounded Theory method. Open coding uncovered 4 main themes among the transpersonal CFPs: integrity, holistic client approach, tolerance, and inner spiritual knowing. These 4 practices created an upward spiral that defined the nature of conscious financial planning.
590 $a School code: 0669.
650 4 $a Religion, Philosophy of. $3 1017774
650 4 $a Psychology, Social. $3 529430
650 4 $a Economics, Finance. $3 626650
690 $a 0322
690 $a 0451
690 $a 0508
710 2 $a Institute of Transpersonal Psychology. $b Global Psychology with a concentration in Transpersonal Psychology. $3 1674076
773 0 $t Dissertation Abstracts International $g 71-02A.
790 1 0 $a McCaslin, Mark L., $e advisor
790 1 0 $a Dufrechou, Jay $e committee member
790 1 0 $a Furnham, Adrian $e committee member
790 $a 0669
791 $a Ph.D.
792 $a 2010
856 4 0 $u http://pqdd.sinica.edu.tw/twdaoapp/servlet/advanced?query=3390316