Family Financial Planning Graduate Programs

Master's Degree Course Information

Seminar: Psychology of Financial Planning

University:

Iowa State University

Course Number:

FFP 5900

Credit Hours:

3 credit hours - $610 per credit

Start/End Dates:

January 21, 2025 - May 16, 2025

Overview

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

Charles Chaffin
chaffin@iastate.edu

Campus Coordinator

For course access questions, contact the teaching university’s campus coordinator. For enrollment questions, contact your home university campus coordinator.

Textbooks

Psychology of Financial Planning: The Practitioner's Guide to Money and Behavior
Klontz, Chaffin & Klontz
Edition: 1st
ISBN: 9781119983729
Publisher: Wiley

Psychology of Financial Planning: Practitioner's Toolkit
Klontz, Chaffin & Klontz
Edition: 1st
ISBN: 9781394153343
Publisher: Wiley

Course Access

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.

Exam Proctor

This course does not require an exam proctor.

Synchronous Components

This course does not include synchronous components.

Information is subject to change.

Please revisit this page again before the semester starts to make sure you have all the current information.

Drops and Refunds:

Students adhere to the drop and refund policies and deadlines of their home university.

Meet Our Faculty

Click on the faculty name to get their contact information. To learn about this program at each institution, click on the university name.

University Contact

Click on the campus coordinator name to get their contact information. Click on the university name to learn more about how IDEA works at that campus.