Spring 2023
CRN: 13865
FIN 3010 - Financial Coaching

This course covers the various elements of both the art and the science of personal financial coaching. Pertaining to the art of personal financial coaching, topics include Effective Planner/Client Communication, Coordinating the Planning Process, Establishing Credibility, and The Commitment to Ethics. Regarding the science of personal financial planning, topics include Cash Management, Using Credit, Loan Utilization, Investment Planning, Tax Planning, Insurance Planning, Retirement Planning, and Estate Planning, as well as technological innovations in the financial services industry. This course provides a foundation for helping others work towards achieving financial wellness. As such it the capstone for what we call the "Pathway to Financial Wellness". Having mastered Financial Literacy (FIN 2010) built on Information Literacy (BCM 1420) and Quantitative Literacy (ACTY 2010), student completing this course will be able to guide themselves and others towards Financial Wellness with expert advice, time, discipline, and luck as additional factors. Financial Wellness, in turn, is one of the components of Personal Wellness, which makes it part of the response to the question that everyone tries to answer: "How do I use the skills I have learned in the classroom to live the best life possible?" This course also completes the education requirement for the Accredited Financial Counselor® designation in partnership with AFCPE. This course satisfies WMU Essential Studies Level 3: Connections – Local and National Perspectives Category.

Additional Information

Campus: Main
Schedule Type: Lecture
Instructional Method: Traditional
Attribute: Ethical&Critical Thinking SLO           Local & National Perspectives           Oral&Digital Communication SLO           Work Independntly&in Teams SLO

Prerequisites and Restrictions:
 FIN 2010  Minimum Grade of D
This course is restricted to the following level:
Undergraduate
Instructor(s): Mora, Todd D (Primary)

Required and recommended course materials, including cost.

To view a list of books required for this section click here.

In making available the Western Michigan University textbook information on this website, we cannot and do not guarantee that the books we have listed will actually be the books used for any given course and section - the individual instructors can and do make final decisions about course book usage and changes and errors do occur.

Textbooks may be returned for a full refund within the guidelines listed under the Textbook Return Policy.


For more information on programs at Western Michigan University, please go to http://catalog.wmich.edu/.