Golden Gate University’s innovative, research-based program is designed to equip financial planners with the tools necessary to become effective change agents for clients. Research in psychology and behavioral finance offers insight in how to facilitate positive change in the lives of clients. This is the new frontier for financial planners.

From financial therapy, to coaching skills, positive psychology, therapeutic interviewing, and behavioral finance, this certificate program provides the knowledge and abilities to apply these powerful insights to work with clients. Students will survey the landscape and meet the innovators who develop the tools and perspectives of financial life planning.