• FCS 5515: Money & Relationships

  3.00 Credits

  University of Utah

  
  This course will explore the connection between family and couple relationships surrounding money. The objective of the course is to help students understand the factors that influence how individuals, couples, and family systems think about, discuss and manage money. Students will gain in-depth knowledge of current literature, research, and theory in the field and gain an understanding of their own relationship with money and how money influences their relationships. The goal of the course is to prepare students to help and work with clients to improve their financial well-being. Prerequisites: "C-" or better in FCS 3210 AND (FCS 3500 OR FINAN 1200 OR equivalent).
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• FCS 5520: Fam retirement Planning

  3.00 Credits

  University of Utah

  
  The intent of this course is to provide individuals with knowledge of both retirement plans and employee benefits. The public retirement plans include Social Security, Medicare, and Medicaid. The private plans include defined benefit and defined contribution plans and their regulatory provisions. The specifics of the various plans are analyzed as well as non-qualified deferred compensation plans. Employee benefits such as health insurance and disability insurance will also be discussed. Finally, issues that individuals face in retirement such as life-style choices, community choices, and medical issues are discussed. Prerequisite: FCS 3450 or 3500 or instructor's permission.
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• FCS 5525: Fin Counseling Therapy

  3.00 Credits

  University of Utah

  
  This course is a survey of the transdisciplinary skills involved in financial planning, financial counseling, and financial therapy. Mental, relational, and financial skills will be taught which can assist individuals and families in building financial empowerment, getting out of bad financial situations, and developing a good relationship with money. This course will assist those who are on their journey toward becoming an Accredited Financial Counselor (AFCr), a Certified Financial Therapist, level 1 (CFT-I'), or any financial professional who wishes to have a more impactful relationship with their clients. Topics covered in this course include: ' Debt management and reduction ' Budgeting ' Helping clients make meaningful change ' Behavioral finance ' Communication and listening skills ' Managing money conflicts ' Dealing with problematic money behaviors ' Understanding money scripts Prerequisites: "C-" or better in FCS 3210 AND (FCS 3500 OR FINAN 1200 OR equivalent).
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• FCS 5530: Fam Income Tax Planning

  3.00 Credits

  University of Utah

  
  The course focuses on principles and current law and practice of income taxation and its impact on financial planning for individuals, couples and families in their roles as investors, employees, and business owners. Prerequisite: FCS 3450 OR FCS 3500 OR Instructor Consent
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• FCS 5535: Behavioral Finance

  3.00 Credits

  University of Utah

  
  This behavioral finance course delves into the convergence of behavioral finance and financial planning. It assesses the body of research encompassing behavioral finance, neuroeconomics, and investor psychology, examining the influence of human emotions and cognitive errors on financial decisions and the overall financial planning process. Emphasizing the practical application of behavioral finance theory and research, the course aims to empower financial planners to enhance the financial well-being of their clients. Additionally, it elucidates the decision-making processes of individuals and firms in the financial realm, revealing how such decisions deviate from predictions based on traditional financial or economic theories. Students explore the presence of psychological biases in financial decision-making, analyzing their impacts on financial markets and various financial contexts. Ultimately, the course elucidates how the insights from behavioral finance complement the conventional finance paradigm. Prerequisites: "C-" or better in FCS 3210 AND (FCS 3500 OR FINAN 1200 OR equivalent).
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• FCS 5540: Protct Trnsfr Fam Welth

  3.00 Credits

  University of Utah

  
  The course in estate planning focuses on the efficient conservation and transfer of wealth, consistent with the client's goals. It is a study of the legal, tax, financial, and non-financial aspects of this process, covering topics such as trusts, wills, probate, advanced directives, charitable giving, wealth transfers and related taxes. Prerequisite: FCS 3450 or 3500 or instructor's permission.
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• FCS 5550: Financial Planning Caps

  3.00 Credits

  University of Utah

  
  This course will begin with a review of the different areas of financial planning necessary in completing a comprehensive plan of action for clients. During this course students will work on their own and as a group in evaluating personal financial situations through case study review. Students will also enhance their learning through visits from current financial planning professionals who will present cases that deal with different issues that commonly arise in professional financial planning. Students will also learn and discuss their ethical responsibilities to clients. Finally, students will review the different areas of financial planning that will be required to pass the certification exam. Prerequisite: FCS 3500, FCS 5510, 5520, 5530, AND 5540.
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• FCS 5560: Fin Plan-Theory & Rsch

  3.00 Credits

  University of Utah

  
  Incorporating key theories, frameworks, and models employed in Consumer Economics and Financial Planning & Counseling research and practice, this course offers articles and lectures that highlight seminal literature in these disciplines. The content is enhanced with noteworthy examples from empirical and practitioner-oriented literature, with the goal of providing students with the knowledge and skills required to approach research and practice through diverse theoretical frameworks. Prerequisites: "C-" or better in (FCS 3210 AND FCS 5500 AND FCS 5515 AND FCS 5525 AND FCS 5535) AND (FINAN 1200 OR FCS 3500 OR equivalent).
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• FCS 5630: Healthy Communities

  3.00 Credits

  University of Utah

  
  A variety of disciplines offer insights into why we live in the place-based communities we currently inhabit their social, physical psychological, and policy contexts. Researchers also advocate for a variety of community criteria to provide healthy and viable settings for humans and the planet. This course examines research from a variety of disciplines, including psychology, sociology, public health, environmental health, and planning, to address threats to and meanings of healthy communities. Graduate students should enroll in FCS 6630 and will be held to a higher standard and/or more work.
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• FCS 5700: Analyzing Cmty Growth

  3.00 Credits

  University of Utah

  
  Capstone class. Students learn to use demographic data to assess the needs of consumers, households, and communities and conduct research projects on changing communities. These analyses are central to understanding a variety of community issues regarding homeownership, household crowding, immigration, racial and ethnic change, education, employment, transportation, and poverty. The course places emphasis on the interface between theory, measurement, and communication of scientific findings. Service learning may be offered on an optional basis. Prerequisite: FCS 3200 or ARCH/CMP Majors.
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