Introductory course examines intersection of financial planning, counseling, mental health, and relationship therapy. Relevant research and applications on money psychology; establishing client rapport; client money behavior change; client resistance; couple and family dynamics; and integrating financial therapy tools into practice. Review of financial therapy professional certification, ethics, and competencies.

Introductory course examines intersection of financial planning, counseling, mental health, and relationship therapy. Relevant research and applications on money psychology; establishing client rapport; client money behavior change; client resistance; couple and family dynamics; and integrating financial therapy tools into practice. Review of financial therapy professional certification, ethics, and competencies.