| Course ID: | FHCE 7200E. 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 Fina Counsel Clien Comm |
| Duplicate Credit: | Not open to students with credit in FHCE 7200 |
| Nontraditional Format: | This class will be taught 95% or more online. |
| Prerequisite: | FHCE 3200 or FHCE 3200E or FHCE 3250 or FHCE 3250E or HACE 3200 or HACE 3200E or HACE 3250 or HACE 3250E |
Semester Course
Offered: | Offered fall and spring 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 |