Course Catalog

Research in Financial Health & Wellness

The Research in Financial Health & Wellness microcredential examines the research and theories that inform financial health and wellness practice. Participants develop evidence-based knowledge applicable to personal finance, financial planning, financial counseling, financial coaching, and financial therapy. This microcredential is composed of the following nanocredentials:

Financial Psychology Theory
Financial Psychology Research
Motivating Change

After completing the three nanocredentials to earn the full microcredential, participants may apply to convert the microcredential to 3 credit hours of PFP 5175 Topics in PFP.

Financial Psychology Theory
Fee: $500.00
Dates: 10/1/2026 - 12/31/2026
Location: Online
Instructor: Dr. Sonya Lutter
Support Contact: School of Financial Planning

Participants will deepen their understanding of financial health and wellness through research and theory with a special focus on traditional strategies that can be adjusted for use in psychology of financial planning.

This is the first of three nanocredentials that build up to the Research in Financial Health & Wellness microcredential.

Financial Psychology Research
Fee: $500.00
Dates: 1/1/2027 - 3/31/2027
Location: Online
Instructor: Dr. Sonya Lutter
Support Contact: School of Financial Planning

Participants will deepen their understanding of financial health and wellness through research and theory with a special focus on interdisciplinary approaches.

This is the second of three nanocredentials that build up to the Research in Financial Health & Wellness microcredential.

Motivating Change
Fee: $500.00
Dates: 4/1/2027 - 6/30/2027
Location: Online
Instructor: Dr. Sonya Lutter
Support Contact: School of Financial Planning

Participants will study research-based strategies for motivating behavioral change in clients.

This is the third of three nanocredentials that build up to the Research in Financial Health & Wellness microcredential.

Financial Psychology Theory
Fee: $500.00
Dates: 7/1/2027 - 9/30/2027
Location: Online
Instructor: Dr. Sonya Lutter
Support Contact: School of Financial Planning

Participants will deepen their understanding of financial health and wellness through research and theory with a special focus on traditional strategies that can be adjusted for use in psychology of financial planning.

This is the first of three nanocredentials that build up to the Research in Financial Health & Wellness microcredential.

Financial Psychology Research
Fee: $500.00
Dates: 10/1/2027 - 12/31/2027
Location: Online
Instructor: Dr. Sonya Lutter
Support Contact: School of Financial Planning

Participants will deepen their understanding of financial health and wellness through research and theory with a special focus on interdisciplinary approaches.

This is the second of three nanocredentials that build up to the Research in Financial Health & Wellness microcredential.

Motivating Change
Fee: $500.00
Dates: 1/1/2028 - 3/31/2028
Location: Online
Instructor: Dr. Sonya Lutter
Support Contact: School of Financial Planning

Participants will study research-based strategies for motivating behavioral change in clients.

This is the third of three nanocredentials that build up to the Research in Financial Health & Wellness microcredential.

Financial Psychology Theory
Fee: $500.00
Dates: 4/1/2028 - 6/30/2028
Location: Online
Instructor: Dr. Sonya Lutter
Support Contact: School of Financial Planning

Participants will deepen their understanding of financial health and wellness through research and theory with a special focus on traditional strategies that can be adjusted for use in psychology of financial planning.

This is the first of three nanocredentials that build up to the Research in Financial Health & Wellness microcredential.

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