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Nov 22, 2024
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2020-2021 Catalog [ARCHIVED CATALOG]
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FI 448 Introduction to Financial Life Planning
3 unit(s)
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.
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