| Course ID: | FHCE 7200. 3 hours. |
| Course Title: | Advanced Financial Counseling and Client Communication |
Course
Description: | Best practices in assisting individuals and families facing
financial challenges and increasing levels of capability;
minimizing sub-optimal financial decisions; proactive debt/credit
management and credit score planning; communication skills and
development of planner-client working alliance; recent advances
in behavioral economics/neuroeconomics and their importance in
the financial planning and counseling process. |
| Oasis Title: | Adv Fin Counsel and Clien Com |
| Duplicate Credit: | Not open to students with credit in FHCE 7200E |
Semester Course
Offered: | Offered fall semester every year. |
| Grading System: | A-F (Traditional) |
|
| Course Objectives: | • Students will learn best practices in debt and credit
management within the context of the financial planning process
• Students will learn how to help others with maladaptive
financial behaviors and assist those experiencing financial
stress
• Students will become familiar with theories from various
disciplines that may assist them in their work with clients
• Students will be able to describe strategies for facilitating
positive financial behavior
• Students will develop their own theoretical approach to helping
and working with clients or advanced knowledge in providing
financial counseling and planning services to a specific
population
• Students will be able to describe the latest findings from the
new fields of behavioral economics and neuroeconomics, and how
this information is valuable to the financial planning process |
| Topical Outline: | Module (1)
Introduction to financial planning and counseling process,
ethical frameworks, and ASPIRE Clinic operations
Module (2)
Best practices and strategies - Credit and debt management
Module (3)
Theory - Theories in counseling, family therapy, and working
alliance development
Module (4)
Interventions - Strategies for facilitating positive change in
financial behavior
Module (5)
Financial psychology/behavioral economics - Psychology of
financial decision-making |