Fostering Financial and Relational Security with Attachment Theory

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

  • Date

    Fridays from 12-2:30 CST
    October 27-December 15, 2023

  • 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 Bird: $800 until March 15

  • CE/CEUs

    10.5 CFT-I™ CEs (pending)
    12.5 CFP® CEs
    NBCC:“Resolving Financial Conflict Through Financial Therapy has been approved by NBCC for NBCC credit. Financial Therapy Association is solely responsible for all aspects of the program. NBCC Approval No. SP-4196.

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 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


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


  • Maybe you Should Talk to Someone by Lori Gottlieb
  • The Empathy Effect by Helen Reiss

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

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 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”:

“ This was the best CE course I have ever taken. The role playing brought home how difficult this work is, and greatly expanded my understanding of the concepts.” Jeffrey Y.
“Ed and Jonathan’s workshop was truly wonderful. I learned effective techniques and skills that I have already implemented, and as happens in the best of workshops, I learned so much about myself. I left the workshop with the lens through which I view the world, vastly expanded and much more compassion for myself and my fellow human beings. I HIGHLY recommend this workshop.” Julia K.
“If you believe money = feelings this is a great step into the world of financial therapy” Shelbi R.
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