Webinars
Join the Financial Therapy Association’s educational webinars to learn the latest developments, research, practice methods, and trends in financial therapy.
Featured Webinar
Let’s Talk About Money, But How? A Look at the Role of Financial Socialization in Financially Transparent Communication
August 6, 2021 l 1 PM ET
Speaker: Emily Koochel, PhD
We have been learning about money, before we knew we were learning about money. From the early stages of life, we experience financial socialization, much of which is attributed to the incidental transfer of knowledge, establishing our individual money standards and norms that are carried into adulthood. This presentation will explore how our perceptions and normative attitudes about finances influence the exchange of privately held financial information, financial transparency. Financial therapists will learn how to assess financial transparency and identify factors that influence communication dynamics related finances.
Coming Soon
Helping Clients Tap into a New Way of Thinking
September 10, 2021 l 1 PM ET
Speaker: Kristy L. Archuleta, Ph.D., LMFT, CFT-I™
Too often, clients become stuck and/or overwhelmed in their journey toward financial well-being. Solution-focused therapy is an approach that can help clients change the way they think about a problem by altering how they talk about a problem and utilizing their strengths to identify solutions that work best for them. Borrowed from the mental health discipline, solution-focused financial therapy is one of the few evidence-based modalities within financial therapy that has shown to help clients reduce financial anxiety and depressive symptoms, improve financial well-being, financial behaviors, and overall client functioning, and move toward their financial goals. This webinar will review foundational assumptions and principles of solution-focused financial therapy and highlight key interventions to incorporate into practice. This webinar is geared toward financial therapists, financial planners, financial counselors, and mental health therapists who want to help their clients tap into a new way of thinking about their situation and themselves.
Webinar Pricing
Cancellation and Refund Policy for Live Webinars:
Cancellations are accepted through the day prior to the live presentation and will incur a $5.00 administrative charge. FTA webinars are very low cost, and if you register for a live webinar and miss it for some reason, including logon challenges, the recording will be made accessible to you. The recording carries the same CEUs as the live session.
No refunds for the registration fee will be made for no shows.
Previous Webinars
Watch any of the following past webinars to learn more about financial therapy, and earn CEUs!
- 2021-337: Breaking Money Silence® on Negotiating: January 2021
- 2020-333: Worn-Out Clients, Worn-Out Advisors. What Could Possibly Go Wrong?
- 2020-332: The Ongoing Financial Impact of COVID-19: How to Help Your Clients Find Surer Financial Footing
- 2020-331: Behavioral Economics of Retirement: Financial Therapy Within Workplace Retirement plans
- 2020-330: Insights from the Stories of Family Identity Theft Victims
- 2020-329: Advancing the Profession of Financial Therapy: An Overview & Update on CFT
- 2020-328: CARE ACT Provisions for Financial Therapists
- 2020-327: Managing Family Relationships and Finances Through Quarantine
- 2020-326: Managing Clients’ Money Fears and Anxieties During These Uncertain Times
- 2020-325: Self-Care & Finances: Being Your Best Self for Your Clients
- 2020-324: Towards Trauma Informed Financial Therapy
- 2020-323: Financial Anxiety: What is it and How Can Therapists Use Existing Skills to Help
- 2020-322B: Utilize Personality Traits to Enhance Client Connection, Communication & Convincing
- 2020-322: A Look at Financial Capability in the U.S.
- 2020-321: Sex, Money and Power: Revisioning the Therapeutic Narrative
- 2019-320: True Boundaries: How to Create Safety and Respect in Relationships Around Money
- 2019-319: Diversity, Trust and Your Clients: How to develop trust while working with a diverse client base
- 2019-318: Home-Work:When Your Client Experiences Conflict in a Family Business Responses to Economic Distress
- 2019-317- Attitudinal, Behavioral and Relational Domains that May Buffer Married Couples’ Negative Relationship Responses to Economic Distress
- 2019-316- Money As a Symbol for Healing: A Jungian Perspective
- 2019-315: Supporting Clients Through Tax Season
- 2019-314: How Financial Therapy Can Aid in Mental Health Practices
- 2018-313: Academic Research Colloquium, Financial Planning Review
- 2018-312: “CFT-I™ Certification Update”
- 2018-311: Bridging the Relational Gap: How to be More Productive and Profitable When Serving Married Clients with Relationship Challenges
- 2018-310: “Financial Behavior: The Psychology of Client Communications”
- 2018-309: Your Financial Mindset: Simple Psychology for Better Financial Well-being
- 2018-308: Am I Doing The Right Thing?: Client Anxieties Around Wealth Transfers and How to Help, February 2, 2018
- 2017-301: Spenders and Savers: Conflict and Resolution Strategies, March 3, 2017
- 2017-302: Diversity in Financial Therapy, April 7, 2017
- 2017-303: Building Financial Peace: A Conflict Resolutions Framework for Money Arguments, June 2, 2017
- Special Update: What’s Going on with FTA: An Update with Megan Ford and Kristy Archuleta, August 2017
- 2017-304: Help Clients Get a Financially Smart Divorce, September 8, 2017
- 2017-305: Millennials and the Unrealities of Student Debt, October 13, 2017
- 2016-201: Integrating Financial Therapy with Couples Therapy, February 5, 2016
- 2016-204: Serving the Wealthy: A Financial Psychological Profile That Can Help Your Clients, June 3, 2016
- 2016-206: How to Launch and Grow a Financial Wellness Program, August 5, 2016
- 2016-207: Revealing Family Financial Stories Using Genograms, September 9, 2016
- 2016-210: Ethical Issues and Decision Making in Collaborative Styles of Financial Therapy, December 2, 2016
- 2015-103: It Takes Two: A Look at Conjoint Financial Therapy, August 28, 2015
Join FTA Today!
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