Texas Tech offering new financial planning certificate - FOX34 Lubbock

Texas Tech offering new financial planning certificate

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LUBBOCK, Texas -

The Texas Tech University Department of Personal Financial Planning in the College of Human Sciences announces the new Life Centered Financial Planning certificate.

The graduate-level certificate is composed of three courses: fundamentals of life-centered planning, planning with emotional intelligence, and communication and counseling skills.

The curriculum was developed by industry pioneer Mitch Anthony, founder of the Financial Life Planning Institute, in partnership with two Texas Tech faculty members: assistant professor Sarah Asebedo and retired professor Deena Katz, both certified financial planners (CFP). This program teaches both the personal skill sets and discovery methodologies necessary to succeed as a practitioner of life-centric financial advice.

“I think this certificate program focuses on the change in the industry, away from portfolios and toward people,” said Katz, co-chair of the Evensky & Katz/Foldes Financial investment firm and who retired from Texas Tech in 2018. “I am proud to be a part of this program and genuinely respect the education and experience coming out of it.”

This course is designed to be especially beneficial to those looking to implement a life-centric planning approach. The Life Centered Financial Planning certificate can help elevate a planner to a professional who places the person, not the assets, as the most important aspect of their process.

“This certificate will be an indicator to clients that you are capable of deeper dialogues beyond how the markets are doing and will help financial advisers see the benefits of life-centered planning rather than money-centered advice for both themselves and their clients,” Anthony said.

Participants can take up to two courses at a time, which provides an opportunity to complete the certificate in as little as nine months. For course descriptions and to register, visit the certificate program’s website.

Course offerings begin this month. 

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