About the Program
The Graduate Certificate in Behavioral Planning and Financial Therapy is designed to prepare students in financial planning with knowledge of the psychological and relational aspects that drive financial decision-making in the financial planning profession. The Certified Financial Planner Board of Standards has recently added client psychology as a learning objective, as they recognize the need for financial planners to understand the human aspects of money.
Behavioral financial therapy is a relatively new field that combines the principles of financial planning with the insights of psychology to help clients overcome financial stress and achieve greater financial well-being. The certificate is designed for financial and mental health professionals who want to meet the educational requirements of the CFT-1™ certification provided by the Financial Therapy Association and who desire to improve their knowledge and skill of working with their clients around money.
A trained Financial Therapist helps their client focus on the emotional side of money. Few therapists have training in how money impacts a person’s well-being. Financial therapy can help people understand and unpack how they think, feel, and behave with their finances.
If this topic interests you, a Graduate Certificate is a way to explore the field. Speak to an enrollment coach today!
