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CNSR SCI 355

FINANCIAL COACHING

3 credits.

Financial coaching is an approach influenced by the fields of positive psychology and behavioral economics to help individuals build financial capability. Prepare for financial, social work, and asset building services.

Prerequisites & course information

Requisites: None Course Designation: Core GenEd - Natural Science & Wellness + Lab Repeatable for Credit: No Last Taught: Fall 2026 Learning Outcomes: 1. Differentiate between financial coaching and other financial approaches, including counseling, planning, and financial education. Audience: Undergraduate 2. Explain financial capability and financial competencies as components of financial well-being, and how to address these components through financial coaching. Audience: Undergraduate 3. Identify values and biases affecting financial decision-making for themselves and a diverse range of audiences. Audience: Undergraduate 4. Recognize theories of behavior change and how these theories apply to financial coaching. Audience: Undergraduate 5. Understand and demonstrate the financial coaching framework and coaching skills, including effective communication techniques and theories of change. Audience: Undergraduate Learning Outcomes: 1. Differentiate between financial coaching and other financial approaches, including counseling, planning, and financial education. Audience: Undergraduate 2. Explain financial capability and financial competencies as components of financial well-being, and how to address these components through financial coaching. Audience: Undergraduate 3. Identify values and biases affecting financial decision-making for themselves and a diverse range of audiences. Audience: Undergraduate 4. Recognize theories of behavior change and how these theories apply to financial coaching. Audience: Undergraduate 5. Understand and demonstrate the financial coaching framework and coaching skills, including effective communication techniques and theories of change. Audience: Undergraduate

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