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About the Course

Financial planners, therapists, and financial therapists will be introduced to the psychological theory of attachment theory, its implications and applications for financial planning, and financial therapy. The students will have the opportunity to acquire new knowledge and practice skills in action during this course that will directly improve how they engage with their clients around money and relationships. With this new knowledge and skills, it is expected that the professionals will be able to help clients and couples more effectively communicate their emotional, relational, and financial needs in their relationship, helping them to foster greater financial intimacy and financial well-being. 

After the course you will be able to:

  • Understand a proven six-step process for handling conflict including both a quick fix and true resolution.
  • Understand how the interaction of client and professional attitudes, values, and behaviors impact forward progress.
  • Understand source of conflict.
  • Learn communication strategies that produce lasting improvements and reduced conflict.
  • Develop strategies for building empathy and compassion to reduce conflictual conversation.
  • Gain a holistic understanding of how conflict resolution and wellness are related.

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Meet your Instructor

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

Ed Coambs, LMFT, CFP®, CFT-I™, MS, MBA, MA – Ed seeks to expand the awareness and practice of Financial Therapy in the fields of mental health and financial planning. Ed operates a private practice counseling center dedicated to serving couples and their relationship with money. His area of speciality is in helping clients through the intersections of their developmental attachment history, trauma and its impact on their ability to experience financial well-being.

Ed also operates HealthyLoveAndMoney.com an online self-help website dedicated to providing support for couples and their financial well-being. Ed has served on the Financial Therapy Association board for six years in a number of 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 a 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.

Course Reading

Required

  • Compassionomics: The Revolutionary Scientific Evidence that Caring Makes a Difference by Stephen Trzeciak & Anthony Mazzarelli

Recommended

General Liability:

FTA disclaims all liability for any personal injury, property or other damages of any nature whatsoever, whether direct, indirect, incidental, special, exemplary, or consequential damages, however caused and on any theory of liability, including, but not limited to, contract, tort, or strict liability, arising in any way out of the acts or omissions of any person who has purchased FTA educational programs.

Disability/Special Accommodations:

Please contact FTA at admin@financialtherapyassociation.org.

Complaint Policy:

If you have a complaint regarding the services or actions of an FTA educational program or program participant, you may submit the pertinent information to the Disciplinary Committee via email at admin@financialtherapyassociation.org. The sole responsibility of FTA will be to review the complaint and determine whether the complaint warrants further investigation or disciplinary action. 

Refund Policy:

Cancellations are accepted 48 hours prior to live programs and will incur an administrative charge. No refunds for registration fees will be made for no shows.

Our goal is to provide courses that mirror hands-on experiences sourcing the knowledge of the top minds in financial therapy. 

Here’s what people are saying about our recent FTA experiential course “Fostering Financial & Relational Security”:

  • Date

    Fridays 12:00-1:30 p.m. CST
    January 19-March 1

  • Live Online Course

    Space is limited to ensure ample time for interaction. Kindly note recordings are not available for continuing education credit as this is an interactive experiential course.

  • Time Commitment

    Outside of class time, there may also be weekly pre-reading, self-assessment quizzes, and group discussion forums.

  • Weekly Class Format

    - CASE STUDY - Group review of a case study using real-world examples
    - SKILLS IN ACTION - Demonstrations by the Instructor showing how to apply learned material to cases of conflict
    - PRACTICE - Small group workshops giving participants the chance to roll play resolution scenarios using learned methods
    - FEEDBACK - Group review of lesson materials, goals, and implications

  • Tuition

    Non-Member: $999
    Member: $850
    Member Early by November 24 $800

  • CE/CEUs

    12.5 CFT-I™ CEs
    12.5 CFP® CEs