Financial health and physical health are highly connected, and understanding financial concepts is essential to wellbeing. Learn money management essentials to reduce financial stress and promote financial security. Upon completion of this micro-credential, you’ll have the knowledge to pursue a professional certification in financial services, such as Financial Fitness Coach (FFC).
This course examines the cross-functional relationships between personal finance and financial wellness. Individuals learn how consumer behaviors, personal values, and life-stage choices have an influence on the multiple dimensions of wellness and the planning process used in personal finance. This process includes developing a personal financial road map to help minimize financial stress, reduce anxiety, and promote financial health and well-being. Topics include personal finances, essentials of money management, consumer behaviors, financial services, debt and credit analysis, investments, risk management, retirement, wellness opportunities, and long-term action plans for financial planning.
3 Credits
$2,121
Thursdays, 6:30-8:30 p.m. EST
Nov. 5, 12, 19; Dec. 3, 10
This course focuses on the fundamental theories of financial planning, emphasizing goal and priority setting and data analysis. Topics covered include financial plans; ethical codes of conduct; financial planning standards; financial statements; cash flow management; financing strategies; ownership of assets, annuity options and financial regulations.
3 Credits
$2,121
Spring 2021 Semester
Dates & Time TBD
This course covers the theory and practice of investment planning as specifically related to field of personal financial planning. The purpose of this course is to provide participants with an in-depth understanding of the concepts of investment regulation, client assessment, investment theory, environment and financial markets, investment strategies and modern portfolio theory.
3 Credits
$2,121
Spring 2021 Semester
Dates & Time TBD
Certification available: Financial Fitness Coach (FFC) through Association for Financial Counseling & Planning Education (AFCPE)
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Start training for a stronger career. Ursuline College’s micro-credential certifications can be stacked for a bachelor or master’s* degree. Check out our other certification programs.
*Micro-credentials can be applied to proposed 2021 New Masters Programs in Integrated Health & Wellness, pending approval by the Higher Education Learning Commission, and the Ohio Department of Higher Education.