Fall 2025 Wealth Management PS5200 section D01

FINANCIAL PSYCHOLOGY

Call Number 11706
Points 3
Grading Mode Standard
Approvals Required None
Instructor Meghaan Lurtz
Type LECTURE
Method of Instruction On-Line Only
Course Description

Financial Psychology focuses on the intersection of human psychology and wealth
management and the basic elements of consumer behavior. Students will explore
all of the biases, behaviors and perceptions that impact client decision-making and
financial well-being. Most importantly, this course is specifically designed to help
prepare the advisor to better understand all of the factors that impact client
decisions in an effort to help them achieve their own personal goals.

Web Site Vergil
Department Wealth Management
Enrollment 0 students (35 max) as of 9:05AM Friday, April 11, 2025
Subject Wealth Management
Number PS5200
Section D01
Division School of Professional Studies
Open To Professional Studies
Note Fall term: 10/20-12/14/25
Section key 20253WMGT5200KD01