Financial Life Planning Get the necessary tools to become an effective change agent for your clients.
From financial therapy, to coaching skills, positive psychology, therapeutic interviewing, and behavioral finance, this certificate program provides the knowledge and abilities to apply these powerful insights to work with clients. Students will survey the landscape and meet the innovators who develop the tools and perspectives of financial life planning.
- Become an effective change agent in this growing, well-paid profession.
- Prepare for the CFP®.
- Learn from instructors from powerful Bay Area financial institutions.
- Apply credits towards a Master's in Financial Planning or an MBA.
- No GRE or GMAT required.
What You'll Learn
Gain insight into how to facilitate positive change in the lives of clients.
Principles of behavioral economics, theories of adult learning, positive psychology, coaching and more.
How to create greater potential for financial well-being, self-awareness, and resiliency for your clients.
Practical application of financial therapy, coaching, positive psychology, behavioral finance, and therapeutic interviewing.
Presents a new model to help clients achieve balanced and healthy financial lives. Integrated financial planning brings together the fields of psychotherapy, coaching and financial planning. It enables students to go beyond the traditional boundaries of financial planning to help clients build healthy relationships with money, to explore the roots of destructive financial behaviors, and to develop specific techniques to support constructive change.
Presents a context for the concentration in Financial Life Planning. Financial Life Planning offers a holistic and humanistic approach to financial planning that encourages students to consider the clients themselves "beyond the numbers" to create greater potential for financial well-being, life satisfaction, self-awareness and resiliency. Students are introduced to an expanded perspective of the breadth and depth of financial planning that includes investigation into the key theories, research, tools and processes applied within the field. The course draws from principles of behavioral economics, theories of adult learning, psychology and coaching.
Financial professionals often find that clients are very motivated during the planning process yet do not follow through on implementing the plan once it is developed. Coaching skills can improve our client communication and support collaborative implementation of financial plans. Upon completion of this course, the student should be able to (1) identify and summarize the essential components of coaching and understand the role of coaching skills in financial planning; (2) develop a personal process for integrating coaching skills into their existing engagements; and (3) understand the basic coaching skills and utilize them in a coaching session.
Step up to a Master's Degree
1 - COURSE
Start by taking a course or two.
2 - CERTIFICATE
Add a few more courses to earn a certificate.
3 - DEGREE
Apply your certificate directly toward a master's degree.
What Students Say
My GGU professors brought firsthand experiences directly to the classroom.
GGU provided a framework for tackling problems strategically and methodologically.
As a result of my GGU education, my confidence has risen to a new level.