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.

Benefits:
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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