Financial Counseling. ((3 Credits))

Catalog description

Prerequisite(s): FIN 3060 and University Advanced Standing. For Financial Planning and Wealth Management Majors Only Prepares students to be effective financial counseling practitioners. Trains students to begin their role as effective financial counselors and planners. Develops counselor and client relationships skills as well as communication techniques to help identify and assist clients in an integrated financial planning environment. Provides an overview of the learning process needed to recognize the financial issues and concerns of many individuals and families and how to appropriately recommend solutions to help clients help themselves, while focusing on counselor sincerity and effectiveness in client reality.