Financial health and wellness are maximized with feelings of contentment and achievement with one's current and future financial status. One's financial status supports optimal relational, physical, and other major life functioning with ideal financial health and wellness. 
 
Health is systemic, meaning that it is hard to maximize financial health and wellness if physical health and social health are ignored. Equally as true, it is difficult to maximize relational health if financial health is ignored. All elements of health and wellness interact and are maximized with a focused attention on holistic wellness. 

How is Financial Health & Wellness relevant to me?

• Personally:
  • To live your best life, growing contentment with your current and future financial status is paramount. Developing competency and confidence in your abilities will support optimal wellness. Simultaneously, focusing on how your financial situation impacts your relational, physical, environmental, community, and nutritional behaviors creates holistic wellness
• Professionally:
  • • Once you fully appreciate the multidimensional elements of health and wellness, you will be better prepared to help your clients. It is difficult to guide conversations about using resources to meet one's core values and goals without an understanding of what elements of health and wellness are deficient.

How Do I Get Started?

Do you want college course credit?

Our graduate certificate options are ideal for working professionals interested in earning college credit and continuing education for professional certifications.  

• Current students can enroll through Raiderlink using schedule builder.
• Not a TTU student? No problem. Students may enroll in up to 12 credit hours as a non-degree seeking student. You must apply as a non-degree seeking student through TTU Graduate School.

Do you want continuing education only?

All Financial Health and Wellness courses are available for continuing education through the CFP Board, AFCPE, and the FTA (10 CFT CEs). By enrolling in CE only, you will not receive college credit should you decide later to apply the courses toward a graduate degree program. 

 

What are my course options?

We have two certificate options available for graduate-level students. 

1. Financial Health and Wellness  
The Financial Health and Wellness certificate program consists of a set of courses focused on promoting feelings of contentment and achievement within the financial planning space. The program takes a systemic approach to financial health and wellness by incorporating elements of optimal communication under stress and best-practice approaches garnered from complementary disciplines. 
 
Course List:

• PFP 5377 Client Communication and Counseling
• PFP 6394 Psychology of Financial Planning
• PFP 5378 Interdisciplinary Approaches in Financial Health and Wellness (coming soon)

2. Life-Centered Financial Planning  
The Life-Centered Financial Planning certificate program consists of a set of courses focused on financial life planning developed by industry pioneers Mitch Anthony and Deena Katz that teach both the personal skill-sets and the discovery methodologies necessary to succeed as a practitioner of life-centric financial advice.  

Course List: 

• PFP 5365 Fundamentals of Life-Centered Financial Planning
• PFP 5383 Financial Planning with Emotional Intelligence  
• PFP 5377 Client Communication and Counseling 

Do the courses count toward a graduate degree? 

Yes! If you enroll in the for-credit option (follow links above to enroll on Schedule Builder or first apply to the Graduate School), your courses can apply to a graduate degree program. 

If you decide to apply for the PFP M.S. or Ph.D. degree:

Client Communication and Counseling applies toward the leveling requirements of the PFP Ph.D. degree program and the main requirements of the PFP M.S. degree program. 

Psychology of Financial Planning applies toward the main requirements of the PFP Ph.D. degree program and is an elective in the PFP M.S. degree program. 

The following courses apply toward elective requirements in both the PFP Ph.D. degree program and the PFP M.S. degree program:

• Interdisciplinary Approaches in Financial Health and Wellness  
• Fundamentals of Life-Centered Financial Planning
• Financial Planning with Emotional Intelligence

Register for CE

Register for Course Credit