Oct 01, 2023  
2022-2023 Undergraduate Catalog 
2022-2023 Undergraduate Catalog [ARCHIVED CATALOG]

FIN 3500 - Fieldwork in Financial Coaching

Credits: 4


This course is designed to provide students from all majors with the knowledge, skills, and practical experience necessary to become effective financial coaches. Students intern for a semester at the Financial Capability Center and upon successfully completing the academic, management, and service components of the course, earn a certificate in financial coaching. To be trained as coaches, students participate in faculty-led workshops where they learn personal finance, coaching, and cultural competences. After completing the training, students are matched with clients from our local non-profit partners. Student coaches offer financial capability workshops that provide clients with basic knowledge and skills, and one-on-one coaching sessions that help clients plan a path for realizing their own goals. Student coaches are supported by faculty, staff, counselors from local partners, translators and industry expert volunteers. In addition to providing direct services to clients and peers, team of students support the Center with general management, data management, research, grant writing, outreach and/or marketing functions. Students dedicate between 10-15 hours per week to coaching and center support activities.
Prerequisite(s): Faculty consent required