Fostering Financial & Relational Security with Attachment Theory

  • Start Date

    January 12, 2022 at 3:00pm EST

  • Duration

    Seven weeks
    Every Wednesday
    3:00 pm EST for 90 mins per week
    Ending February 23, 2022

  • Tuition

    Non-Member: $999
    Member Early Bird: $800 until Dec 31, 2021
    Member: $850

  • Course Format

    Online learning, with live interactive lessons
    Maximum of 30 participants

  • CE/CEUs

    10.5 CFP® CEs
    10.5 NBCC CEs
    10.5 CFT-I™ CEs

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Are you a Financial or Mental Health Professional? This course will teach you how to use attachment theory to understand client responses to relationships and money across the spectrum of financial and relational situations.

Instructors: Ed Coambs, Jonathan Kolmetz

About the Course

This course will help financial therapists, mental health professionals and financial planning professionals to conceptualize their clients through the lens of attachment styles and attachment theory. Attachment theory has over six decades of research in developmental and relational psychology.

During this course participants will be encouraged, supported and guided in applying and determining appropriate interventions for each of the attachment styles during the process of financial therapy.

Participants will explore how different patterns of thought, feeling, and behaving occur for each attachment style in general and as it may show up around their financial life. This course will introduce students to attachment theory and some of its implications for financial therapy.

After the course you will be able to:

  • Assess your own attachment style, and that of your client’s during your work with them
  • Understand how different attachment styles interact with each other
  • Know when and how to disclose different attachment styles during therapy
  • Use attachment styles to explain and adapt to client responses to marriage and money, market volatility, job loss, sudden wealth, financial infidelity, grief, new marriage, parenting, spending and wealth inequality in the family system

Recommended Reading

General Audience Books
Professional Textbook

            To be read for overview and introduction.

Meet the instructors

Ed Coambs, LMFT, CFP®, CFT-I™, MS, MBA, MA

Ed is a licensed marriage and family therapist, practicing couples therapy with an emphasis on Financial Therapy. He has served on the Financial Therapy Association board for six years in many different capacities, recently completing work on the development of the Certified Financial Therapist – I.

Ed has earned an MBA from Queens University, an MA in Counseling from Gordon Conwell Theological Seminary, and an MS in financial planning from Kansas State University. He also holds the CFP® and CFT-I™ professional certifications. Ed’s vision for the future of Financial Therapy is that it is a well-researched, integrated, and integral part of helping people develop financial well-being

Jonathan Kolmetz CFP®, MBA, MS

Jon is a successful financial advisor whose career spans more than 19 years. His passion in serving others lead him to transition to a financial therapy focus financial practice in 2019 and he is one of very few professionals in the US who are dual certified and licensed in both the financial and mental health fields. This allows him to provide financial advice and counsel to clients with the goal of helping them understand the myriad of emotions, history, and familial concerns that accompany all important financial decisions.

With an undergraduate degree in political science from Texas A&M University, Jon went on to earn an MBA from the University of Houston and later earned the Certified Financial Planner™ Certification. He graduated from the University of St. Thomas with a Master of Science degree in Clinical Mental Health Counseling and is a Licensed Professional Counselor – Associate*.

He is a member of the American Counseling Association and the Financial Therapy Association where he serves on the social media and marketing subcommittee.

*Supervised by Megan Pollock, MS, LPC-S, CST