Help the FTA grow the field of financial therapy by sharing your expertise. We need thought leaders, researchers, and financial therapy experts to speak at our conferences and webinars, and to create courses for our membership.

Current Calls for Proposals

Throughout the year, FTA accepts proposals for different types of speaking engagements and education development.

Help the FTA grow the field of financial therapy by sharing your expertise! We need thought leaders, researchers, and financial therapy experts to speak at our conferences and webinars, and to create courses for our membership.

Below you will find more information about deadlines for submission and other details about how to submit your proposal.

Section 1. Program Description

About the Course:

The FTA is developing a series of experiential skills-building courses to help financial and mental health practitioners bridge the gap between theory and application. The expectation is that through participation in these courses, participants will gain in-depth practice and skill in applying therapeutic techniques in the context of finances.

The courses will operate on the flipped classroom model. This instructional strategy is a type of blended learning which aims to increase student engagement and learning by having students complete readings on their own and work on live problem-solving during class time.

The FTA is seeking financial therapy experts to serve as creators and instructors for these courses. Based on the model, instructors will supply advanced reading for any required theoretical knowledge, along with self-knowledge quizzes, which enables the in-class sessions to be fully utilized for interactive learning and discussion between course participants.

Instructors must create interactive learning experiences and evaluation mechanisms to ensure that, by the end of the course, all participants will have attained enough proficiency in using the tool or intervention, that they will then feel confident to implement it in a client facing situation.

Class size will be capped at 30 to ensure a meaningful learning experience for all participants.

We encourage individuals who are queer, trans, non-binary, Black, Indigenous, people of color, parents, are/have been system-impacted, have different abilities, are immigrants, and anyone who has experienced systemic oppression and/or gender-based violence to apply.

Level of Difficulty – Intermediate to Advanced:

These courses are intended to be in-depth and assume that participants will have an advanced knowledge and skills in their primary area of professional orientation (financial or mental health), and at least a basic to intermediate theoretical knowledge of the other area. Some participants may already have significant knowledge and skills in both areas.

Timeline and Delivery:

Each course will be delivered weekly for four to six consecutive weeks. The final length will depend on the extent of material being covered and will be up to the discretion of the content creator.

Live sessions will be interactive, with a length of 90 minutes per class. Throughout the remainder of 2021, live sessions will be delivered via Zoom. The goal will be to begin delivering courses in-person in 2022 onward.

Section 2. Proposed Topics

Included below is a list of potential areas in which FTA members have expressed interest. The goal of each course would be to focus on one subject or intervention. This list is not exhaustive, and proposals for topics not listed here, are welcome.

  1. Incorporating Parts Work from a financial perspective
  1. Motivational Interviewing
  1. Financial conflict due to personal factors
  1. Financial conflict due to cultural factors
  1. Skillful use of genograms in financial context
  1. Integration of mindfulness techniques
  1. Compulsive spending
  1. Use and limitations of assessments in financial therapy practice
  1. Financial trauma
  1. Somatic and energy techniques and applications
  1. Sudden wealth/financial windfalls
  1. Self-of-the financial therapist and how to use one’s self as a tool in client work
  1. Financial and sexual dynamics within a relationship

Section 3. Proposed Guidelines

Proposal Inquiries:

All inquiries concerning this RFP, including but not limited to requests for clarifications, questions, and any changes to the RFP, shall be emailed and submitted to


Proposals submitted in response to this RFP must be received by the FTA by May 30, 2021. Late submissions may be accepted at the sole discretion of the FTA. Proposals must be submitted electronically to

Confidentiality of Proposals:

All proposals will remain confidential until the effective date of any resulting contract.


Notwithstanding any other provision of this RFP, this RFP does not commit the FTA to award a contract. The FTA reserves the right, at its sole discretion, to reject any and all Proposals, or any portions thereof, at any time; to waive any requirement of this RFP; to cancel this RFP; and to solicit new proposals under a different acquisition process.

Proposal Preparation Cost:

By submitting a proposal, instructor agrees that in no event shall the FTA be either responsible or held liable for any costs incurred by an instructor in the preparation of or in connection with the Proposal, or for work performed prior to the effective date of a resulting contract.

Oral Presentations/Interviews and Discussion:

The FTA reserves the right to require instructors to make oral presentations of their Proposals or engage in an interview with key FTA stakeholders. Any and all costs associated with oral presentations/interviews shall be borne entirely by the instructor.

Section 4. Proposal Submission Instructions

Required Items:

Please submit the following items as part of your proposal:

  1. Curriculum Vitae or Resume
  2. Detailed proposed course outline including:
    1. Course overview
    2. Required pre-reading for participants
    3. Outline for each session
    4. Final learning outcomes
  3. You must also provide a response to the following questions:
    1. What is your experience with financial therapy?
    2. What is your experience with the tools/interventions within your own financial therapy practice?
    3. What is your experience in training and supervising adult learning?


The FTA will provide an honorarium for the course creation and delivery.

The honorarium will be a combination of:

  • One-time payment of $2,000 for course creation
  • Session delivery payment – $250 per session that you facilitate


Proposals will be reviewed using a blind review process, and evaluated based on the following criteria:


  • Instructor has appropriate qualifications necessary create coursework for our members
  • Instructor has prior experience creating similar courses
  • Instructor’s professional and educational background straddles both mental health, and financial

Scope of Proposal

  • The proposed course would be valuable to the professionals coming from both mental health, and financial backgrounds
  • The proposed coursework is sufficiently robust and in-depth to provide useful skills acquisition for the participants.

FTA is very excited to announce the call for presentations for our 2021 conference! This year’s conference will be held virtually on November 8-9, 2021. This past year has brought sharply into focus the need to promote mental, financial, and relational well-being. The current atmosphere of fear, isolation, political divide, and acts of violence is affecting mental and financial well-being in ongoing ways we are yet to fully understand.

This year’s conference is an opportunity for members of academia, mental health, and financial professions to come together to share, listen, learn, and cultivate meaningful and robust discussions in our shared passion for financial therapy and well-being.

Submit Proposals Here: 

Who Should Submit

Persons interested in the cognitive, emotional, behavioral, relational, economic, and integrative aspects of financial health and well-being. Mental health and financial professionals, academics, scholars, and students in the practice, research, or in scholarly pursuit of financial therapy and financial therapy related topics. All topics related to financial therapy are welcome.

FTA recognizes that economic disparity and systemic racism, prevalent in our society, are barriers to achieving mental and financial well-being. FTA is committed to minimizing these barriers through advancing diversity and equity in our practice with clients/patients, research, and within our organization. We welcome and invite all people regardless of race, religion, culture, socioeconomic status, gender, ethnicity, sexual orientation, and disability to participate, speak, or attend this year’s conference.


The goal of this year’s conference is to identify, address, and promote financial self-care and well-being practices. Presenters are invited to facilitate a session that helps attendees define concepts of financial self-care, integrate these frameworks into their practices, and elevate the level of financial self-care of individuals. Presentations that integrate financial self-care with behavioral, cognitive, emotional, or relational aspects are of particular interest.

Please submit your ideas and propose sessions in one or more of the following general types.

Any topic related to the following topics:

  • Financial well-being
  • Self-of-the-financial therapist and/or self-care
  • Experiential self & client practice
  • Financial therapy modalities
  • Financial therapy skills, interventions, and exercises
  • Money & relationships
  • Behavioral economics
  • Application of financial therapy research
  • Education programming
  • Diversity, equity, and inclusion
  • Sound financial management practice
  • Ethical and professional standards of practice

However, any topic relating to financial therapy will be considered. Qualified submissions will be peer-reviewed, and evaluation will consider completeness; quality of writing; relevance to the conference theme; impact on field; innovativeness; attention given to diversity, equity, and inclusion; and usefulness in financial therapy practice and research. A limited number of spots are available for selected submissions and therefore only high quality and competitive proposals will be selected.

The two main types of submissions that are sought include:

  • Poster Presentations – Posters feature elements of research, theory, practice, and/or showcase a specific approach as applied to financial therapy. Submissions should include a 1-2 page, single-spaced, detailed abstract in APA format of the proposed poster content. Poster exhibitors will present their posters during the poster session.
  • A Best Poster Award – Research and a Best Poster Award – Non-Research (Practice, Theory, Approach) will be presented at the conference. Posters will be judged during the poster session at the conference. Presenters must be present at the session.
  • Full Presentations – These presentations will showcase high quality, relevant research, theory, practice, and/or a specific approach that furthers the field of financial therapy. Presentations may range in length from 30 to 50 minutes depending upon the accepted number of presentations. Submissions should include a detailed summary of at least 2-3 single spaced pages, with a five-page maximum including references. Presentation summaries should highlight the purpose of the presentation, the significance to the field of financial therapy, a brief literature review, the methodology and results if appropriate, and a discussion including limitations and implications.
  • A Best Presentation Award will be presented at the conference.


Author(s) that submit for the conference may also choose to participate in the Outstanding Conference Paper Award competition, sponsored by the Journal of Financial Therapy. To compete, full papers must be submitted to no later than August 23, 2021 with the email subject heading of “Outstanding Conference Paper Award Submission – First Author Last Name”. Please see the Journal of Financial Therapy website ( for further journal submission details and suggestions. The winner of the competition will be announced at the conference and will be featured in the Journal of Financial Therapy if editorial requirements are met.

Please note, in addition to the full paper, you must submit a presentation proposal to the FTA conference and be willing to present to be considered for this award. The author(s) may only submit original work and may not submit a paper that is already published in another journal.

Submission Guidelines

  • All submissions should be single-spaced, Times New Roman, 12-point font, and use APA formatting.
  • Evaluation criteria will include completeness, quality of writing, impact on field, innovativeness, usefulness in financial therapy practice and research, and APA and proposal submission guideline adherence.
  • A separate Role Form will be completed for authors names. No authors names should be included in the uploaded proposal submission to ensure blind review of submissions.

Target dates

  • Submission of conference proposals due by August 1, 2021.
  • Accepted proposal authors will be notified of acceptance by August 18, 2021.
  • Submission for Outstanding Conference Paper Award competition due by August 23, 2021.
  • At least ONE author will need to CONFIRM their acceptance by August 25, 2021.
  • At least ONE author will need to REGISTER by September 27, 2021.
  • Notification for Outstanding Conference Paper Award by September 27, 2021.
  • FTA 2021 Virtual Conference – November 8-9, 2021.


Each submission is blind, peer reviewed, by at least 2-3 FTA Board and Conference Committee members.


  • Submission of a proposal certifies the acknowledgement that plagiarism is the unacknowledged use of another person’s ideas, words, or work, either verbatim or in substance, without specific and appropriate acknowledgement and citation. And in such, that the author(s) declare the submitted proposal and, if accepted, the presentation, will be their own work and have correctly acknowledged and cited the work of others, when applicable.
  • I acknowledge that plagiarism is the unacknowledged use of another person’s ideas, words, or work, either verbatim or in substance, without specific and appropriate acknowledgement and citation.
  • I declare that my submitted proposal and, if accepted, my presentation, will be my own work and that I have correctly acknowledged and cited the work of others.

Submit Proposals Here: