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Presents the latest research used in facilitating change in individuals to help students and their clients understand the roots of destructive financial behaviors, and describes specific techniques to help students and their clients make positive changes. Facilitating financial health in clients requires more than presenting spreadsheets and asset allocation models. It requires an understanding of the kind of life the client envisions and how the client's emotional and psychological predispositions facilitate or obstruct the realization of successful financial plans. Integrating the fields of psychotherapy, coaching and financial planning provides new skill sets for students, which allow them to go beyond the traditional boundaries of financial planning and to serve clients far more effectively in creating and maintaining financial health.
Prerequisite: FI 420 or consent of department., Units: 3