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Center for Financial Wellness

The mission of Westminster University’s Center for Financial Wellness is to:

  • Improve the financial well-being of the broader Westminster community
  • Increase financial literacy and preparedness for the community’s individuals and households
  • Strengthen the small businesses and non-profit ecosystems
  • Improve outcomes for start-ups and entrepreneurs needing resources to overcome cultural and economic barriers to success

While our focus begins with students, staff, and faculty, we also provide for needs throughout the community, with a special focus on low-income, minority, female-led, underrepresented, and otherwise marginalized groups.



Business Certificate Series

The Business Certificate Series is designed for non-business students wanting to learn business language for career advancement. Offered by Westminster’s Center for Financial Wellness and the Bill and Vieve Gore School of Business, it includes online courses in various business topics such as accounting, finance, and entrepreneurship.

Courses are available live, hybrid, or self-paced and are free, non-credit bearing, but noted on transcripts. They provide practical knowledge without requiring a business degree and can prepare students for further education or refresh existing skills.

LEARN MORE ABOUT THE BUSINESS CERTIFICATE SERIES

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Gore Consulting

Gore Consulting features well-trained undergraduate and graduate consultants who assist small businesses in the region for free. They support various projects, including marketing plans, cash flow projections, and business valuation analysis, providing students with hands-on experience while helping local entrepreneurs succeed.

Under Professor Richard Haskell's guidance, Bill and Vieve Gore School of Business students work with small businesses in the community, enhancing their understanding of business concepts while transitioning to professional careers. This hands-on experience fosters skills in communication, expectation management, and accountability.

The program offers more than coursework; it provides businesses with insights and solutions while giving students practical experience. This collaboration enhances students' professional readiness and supports local business success.

LEARN MORE ABOUT GORE CONSULTING

Financial Counseling Clinic

The Financial Counseling Clinic provides vital support for personal and household financial issues, offering resources for financial literacy and personalized assistance from trained professionals. Its mission is to empower individuals and families to achieve financial goals amid economic challenges, focusing on skills like budgeting, banking, credit, and savings. Services are free for Westminster students, staff, faculty, and the community. Additionally, the clinic combines counseling with the Personal Financial Wellness Series courses to enhance financial skills and promote overall financial wellness.

LEARN MORE ABOUT THE FINANCIAL COUNSELING CLINIC

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Utah Business Stories: Showcasing Success and Growth

Utah has achieved significant economic growth, gaining recognition for its advancements in advanced manufacturing sectors such as aerospace, finance, life sciences, healthcare, and IT. This success is attributed to a skilled workforce and a supportive business ecosystem fostered by state agencies, chambers of commerce, and educational institutions, promoting small businesses and innovation.

The Utah Business Stories initiative captures the journeys of small businesses, aiming to:

  • Showcase the impact of local resources on growth
  • Highlight successes to inspire entrepreneurs and attract investments
  • Provide data for policymakers to enhance program effectiveness

Sharing these stories across digital channels, the initiative aims to boost businesses' marketing efforts, leading to increased revenues and stronger communities while emphasizing Utah's commitment to economic innovation.

READ UTAH BUSINESS STORIES

Deal Flow Report

The deal flow report provides an extensive overview of capital market activity within a state, offering insights for investors, business leaders, and policymakers. Developed by student-led teams using PitchBook for data collection, the reports highlight key trends, sector performance, and regional distributions. They are categorized into: 

  • Deal Type Segments transactions into Private Equity, Mergers & Acquisitions, Venture Capital, Debt Transactions, and Public Offerings.
  • Sector Analysis Examines investment trends by industry to identify growth sectors.
  • Geographical Distribution Analyzes capital activity by economic regions, highlighting localized investment variations.

The report serves as a valuable resource for understanding state-level capital market dynamics through data-driven insights and in-depth analysis.

LEARN MORE ABOUT THE DEAL FLOW REPORT

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Small Business Conference

The Small Business Conference is an annual event hosted by the Bill and Vieve Gore School of Business and Center for Financial Wellness. The conference features workshops and keynote speakers and is designed to help small business owners connect with the broader small business community and address issues affecting businesses.

LEARN MORE ABOUT THE SMALL BUSINESS CONFERENCE

 

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Tax Services

Westminster offers tax preparation services to community members and continuing education opportunities for tax professionals.

EXPLORE TAX SERVICES

 

Meet the Center for Financial Wellness Team

Richard Haskell, Ph.D

Richard Haskell, Ph.D


Professor

Delara Hosseini

Delara Hosseini


Senior Assistant, WCFW