Master's Degree - Family Financial Planning

Spring 2023 Course Information
Seminar: Psychology of Financial Planning

Course Description
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.
Contacts
Instructor

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

Campus Coordinator

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 >>

Disability Support Services

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.


Textbooks

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


Course Access
 
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 coordinators:

Katie Mott for Dietetics, ECEMS, FFP, Gerontology, and Youth Development
Sydney Hadacek for Community Development, Swine Science, Food Safety, Agriculture Mechanization, and Quantitative Genetics & Genomics

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.


Exam Proctor

This course does not require an exam proctor.

Synchronous Components

This course does not include synchronous components.


Comments

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

University Members
Members of the Great Plains IDEA are universities accredited by a regional accrediting agency recognized by the U.S. Department of Education. Member universities recruit, admit and graduate students, teach in an academic program and contribute to the leadership and maintenance of the alliance. Membership in the alliance is a selective process that engages institutional leadership at all levels.

– – Sonya Carney, Gerontology Student,
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