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Survey of Financial Therapy


Course Description

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.


Athena Title

Survey of Financial Therapy


Equivalent Courses

Not open to students with credit in FHCE 8500E


Prerequisite

FHCE 3200 or FHCE 3200E or FHCE 3250 or FHCE 3250E or FHCE 8200 or FHCE 8200E or permission of department


Pre or Corequisite

FHCE 5200 or FHCE 7200 or FHCE 7200E or permission of department


Semester Course Offered

Offered spring


Grading System

A - F (Traditional)


Student Learning Outcomes

  • To introduce financial therapy
  • To understand the interplay among cognitions, emotions, behavior, and money
  • To examine relevant research in financial therapy
  • To understand ethical standards in financial therapy
  • To examine personal thoughts on attitudes, expectations, and feelings about money and money management habits
  • To understand approaches and models utilized in working with clients who present with financial therapy related issues

Topical Outline

  • Broad Introduction to Financial Therapy
  • Money Scripts and Disorders
  • Self of the Therapist, Multicultural Issues
  • Building Trust/Client Resistance to Change
  • Client Change Factors
  • Financial Therapy Ethics
  • Financial Therapy Models and Approaches (e.g., Systemic, Cognitive Behavioral, Solution Focused, Collaborative Relational)

Syllabus