Contact Information

Jennifer L. Metzler, Director


Creighton Business Institute
Heider College of Business
Creighton University
2500 California Plaza
Omaha, NE 68178

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Introduction to Financial Psychology

Course Description

This course is designed to develop knowledge and skills for personal financial planners, business professionals, coaches, counselors, and therapists to help to use with individuals, families, and business owners to help them meet their financial goals. This course is an introductory financial psychology course that examines the intersection between financial planning, financial coaching, and financial therapy.  This course introduces students to:

a) the impact of early financial experiences on money beliefs, financial behaviors, and an individual’s ability to achieve business and personal financial goals;

b) money disorders frequently seen by financial professionals;

c) techniques to establish rapport with clients;

d) tools to help clients change problematic/destructive money-related behaviors;

e) techniques to deal with client resistance to change;

f) tools to work with couples and families;

g) cognitive biases that influence investing behavior; and

h) methods for integrating financial psychology knowledge and tools into personal financial planning.


Course Learning Objectives

  1. To provide an environment conductive to the study of financial psychology using written and oral presentations and applied financial psychology theory and techniques.
  2. To strengthen students' ability to understand financial psychology and its implications with regard to financial health of clients and clients' ability to reach their financial goals.
  3. To apply theory and technique to gain a deeper understanding of the student’s own personal financial psychology.
  4. Identify financial flashpoints and their impact on beliefs and behaviors.
  5. Identify the impact of culture and gender on financial flashpoints.
  6. Describe a method for helping clients identify their financial flashpoints and resulting money beliefs.
  7. Identify one’s own money scripts and their impact on financial health and behaviors.
  8. Demonstrate knowledge regarding the latest research findings on money scripts.
  9. Learn to administer and interpret the Klontz Money Script Inventory – II (KMSI-II), Klontz Money Behavior Inventory (KMBI), and Financial Health Scale (FHS).
  10. Describe a method for helping clients identify, challenge, and change their money scripts.
  11. Define and identify financial health and its components.
  12. Identify and describe money disorders and associated money behaviors.
  13. Describe several methods for helping clients work through their money disorders and make progress towards financial health.
  14. Identify cognitive biases that impact investor behaviors.

This is an online course through Creighton University worth 3 credits.  It is one of five courses in the Certificate in Financial Psychology & Behavioral Finance

1Intro to Financial Psychology
2Financial Flashpoints
3Multicultural Financial Psychology
4Money Scripts & Financial Comfort Zone
5Money Disorders
6Intro to Behavioral Finance
7Financial Therapy
8My Money Story Paper

Required Materials

Klontz, B. & Klontz, T. (2009). Mind Over Money: Overcoming the money disorders that threaten our financial health. New York, NY: Crown Business.

Klontz, B., Kahler, R., & Klontz, T. (2016). Facilitating financial health: Tools for financial planners, coaches, & therapists, 2nd edition. Cincinnati, OH: National Underwriter Company.

Klontz, B.T., Britt, S.L., & Archuleta, K.L. (2015). Financial therapy: Theory, research, and Practice. New York, NY: Springer.

Articles as assigned.

Scheduled Classes

No classes currently scheduled.