Join the Financial Therapy Association’s educational webinars to learn the latest developments, research, practice methods, and trends in financial therapy.

Featured Webinar

Facilitating Virtual Client Meetings for Money Conversations: A Multidisciplinary Perspective

October 1, 2021 l 1 PM ET

Speakers: Kristy L. Archuleta, Ph.D., LMFT, CFT-I™; Sarah D. Asebedo, Ph.D., CFP®; Blake T. Gray, CFP®; Megan McCoy, Ph.D., LMFT, CFT-I™; Jaclyn Cravens Pickens, Ph.D., LMFT; and Gerald “Jerry” Sheridan

FINANCIAL PLANNERS ARE accustomed to communicating with clients virtually and in multiple formats (phone, video conference, email) given increased client mobility and preferences (Sheils, Tucker, Fox, and Dunkerley 2013). However, the COVID-19 pandemic has significantly accelerated the virtual meeting modality to the extent that it is now a necessity.

The unique environmental circumstances and increased stress caused by COVID-19 have impacted clients and financial planners (Bareket-Bojmel, Shahar, and Margalit 2020; Osterland 2020). Client communication and relationship development in a virtual setting presents unique challenges. For example, a virtual setting can affect how a family communicates and can potentially exacerbate or alter power imbalances amongst family members (Arellano 2020; Grady et al. 2011). Money conversations in any format are challenging as they have the potential for an array of emotions, psychological responses, and relational processes such as stress, anxiety, and conflict (Engelberg and Sjoberg 2006). With these considerations in mind, the need for effective client communication in a virtual format should be at the forefront of financial planning research and practice.


Financially Empowering Widows

October 2, 2020 at 1PM EST

Coming Soon

Helping Clients Tap into a New Way of Thinking 

October 1, 2021 l 1 PM ET

Speaker: Sarah Asebedo, Ph.D., CFP

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. 

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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.

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Previous Webinars

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