Master's Degree - Family Financial Planning

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This course is designed to equip the student with the knowledge and tools to better understand, engage, and serve a broad range of financial planning clients across all business models. This course focuses on areas from behavioral finance, communication and counseling, and elements of clinical and cognitive psychology to help better respond and serve a broad range of clients. Students will also gain a better understanding of their own biases and financial behaviors which can help them in better serving a broad range of clients.

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Jonathan Fox
Office: 515-294-6993
jjfox@iastate.edu

For course access questions, contact the teaching university’s campus coordinator. For enrollment questions, contact your home university campus coordinator.
View the Campus Coordinator Directory >>

To request accommodations for this course, contact the disability support office at your home university. You must register each semester and for each course. Read more about the Great Plains IDEA process for requesting accommodations.

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Psychology of Financial Planning: The Practitioner's Guide to Money and Behavior
Charles R. Chaffin, Ted Klontz, and Brad Klontz
Edition: 1st edition (2022)
ISBN: 978-1119983729
Publisher: Wiley

Psychology of Financial Planning: Practitioner's Toolkit
Charles R. Chaffin, Ted Klontz, and Brad Klontz
Edition: 1st edition (2022)
ISBN: 978-1394153343
Publisher: Wiley

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Canvas at ISU

 

In the three weeks prior to the start of class, students will receive course information and access instructions via email from the Iowa State campus coordinator, Iowa State Online. 

 

The email will include instructions for how students can set up their Iowa State Net-ID and password which is needed to log into Iowa State’s Canvas system. It typically takes 1-2 business days after setting up a Net-ID before students can log into Iowa State’s Canvas. Courses may not be visible in Canvas until the first day of class.

If students experience problems registering for a Net-ID, they can contact the Iowa State Solution Center for assistance at 515-294-4000. Students will need their 9-digit ISU university ID (provided in the ISU campus coordinator email) for the Solution Center to assist them. The Solution Center is open evenings and weekends.  View the Solution Center's hours of operation.

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This course does not require an exam proctor.

This course does not include synchronous components.

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This course is being co-taught by Dr. Charles Chaffin.