Certificate in Financial Psychology & Behavioral Finance

These courses are offered using the 8-week online schedule at Creighton University Heider College of Business, and will be instructed by Brad Klontz, Psy.D, CFP® and Ted Klontz, Ph.D. All five courses in the program are offered each calendar year. Courses in the program DO NOT have to be taken consecutively.

Students who are trained through this program and earn the Certificate in Financial Psychology & Behavioral Finance:

  • Differentiate themselves as experts in the field of financial behavior, behavioral finance, financial therapy, and financial psychology;
  • Improve their client acquisition, client retention, client service, client communication, and client relationship skills;
  • Identify and intervene on financial beliefs and behaviors that are likely to adversely impact a client's financial health;
  • Facilitate financial health in their clients, including developing a healthy relationship with money, helping clients overcome resistance to change and take positive actions, and helping clients decrease financial stress and increase their income and net worth.
  • Work with couples and families around financial matters;
  • Have met the educational requirements for the Certified Financial Behavior Specialist® (FBS®) professional designation.

Curriculum and Schedule:

  1. Introduction to Financial Psychology (August 19 - October 13, 2019)
  2. Applied Behavioral Finance (October 21 - December 14, 2019)
  3. Personal Financial Psychology (January 13 - March 8, 2020)
  4. The Psychology of Family Finances (March 16 - May 10, 2020)
  5. Financial Communication and Client Interviewing (June 15 - August 9, 2020)

For more information and/or to enroll, please visit Creighton University here.


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