Certificate in Financial Psychology & Behavioral Finance

These courses will be offered beginning in Summer of 2016 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;Facilitate client financial health, including assisting clients in developing a healthy relationship with money, decreasing financial stress, while increasing income and net worth, and overcoming resistance to change and taking positive actions.
  • 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 (Aug 21 - Oct 14, 2017)
  2. Applied Behavioral Finance (Oct 23 - Dec 16, 2017)
  3. The Psychology of Personal Finances (Jan 8 - Mar 3, 2018)
  4. The Psychology of Family Finances (Mar 12 - May 5, 2018)
  5. Communication and Client Interviewing Skills (May 14 - Jul 7, 2018)

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


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