Webinars
Join the Financial Therapy Association’s educational webinars to learn the latest developments, research, practice methods, and trends in financial therapy.
Technology Across the Financial Care Continuum
September 16, 2022 l 1 PM ET
Over the last two decades we have seen tremendous growth in the utilization of financial technology, and the people it serves. As the number of financial designations and professionals providing financial advice continues to expand and evolve, so too must the role of technology.
Join Saundra Davis, MSFP, APFC®, FBS®, CSC of Sage Financial Solutions and eMoney Advisor’s Joe Burhmann CFP®, ChFC®, CLU®, Dr. Emily Koochel, Ph.D., CFT-I™, AFC®, and Sasha Grabenstetter, AFC ® as they discuss the current landscape of financial technology and offer guidance and insight on future considerations for professionals across the continuum of financial care.
Continuing Education: 1 hour CFT, 1 hour CFP
Presenters
Saundra Davis, MSFP, APFC®, FBS®, CSC | Sage Financial Solutions
Joe Burhmann CFP®, ChFC®, CLU®| Senior Financial Planning Consultant |eMoney Advisor
Emily Koochel, Ph.D., CFT-I™, AFC® | Senior Financial Planning Education Consultant | eMoney Advisor
Sasha Grabenstetter, AFC® | Financial Planning Education Consultant | eMoney Advisor
Coming Soon
Maslow’s Motivational Theory Applied Toward Self Actualization of Wealth In the Black Community
April 1, 2022 l 1 PM ET
Speaker: Anita R. Johnson, Financial Behaviorist
This webinar will examine all the financial conflicts experienced in the Black community and equip Financial Therapist and Planners with the tools needed to assist those historically and presently struggling to move forward from the physiological obstacles camouflaged by the basic needs in life, such as breathing, food, water to the following four levels of Maslow’s pyramid until self-actualization is realized.
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.
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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