Professionals
CLIENTS' MONEY FEELINGS ARE HARD
We all know that money, emotions, and psychological processes are connected but most financial and mental health professionals don't get the training needed to actually address the intersection of these topics with their clients. As a professional, you really want to be better at handling when your clients are overwhelmed with their money stress or are arguing in your office about choosing option A or option B.
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That is where we come in.
We can help
OUR TRAINING SOLUTION
We provide therapeutically-informed training courses that actually lay out how you can work with clients’ money challenges more effectively. Whether you are a mental health therapist trying to better support your clients’ money stressors or a financial professional looking to better help your clients follow their financial plan, you will get the support you need here.
Our training courses work with your schedule through on-demand videos and downloadable worksheets you can use with your clients. We also include a full-length meeting role play where you can see these skills in action from experienced financial therapists. You also have the freedom to pick the topics most applicable to your work, so you won’t have to commit to days of training if that isn’t what you need.
Our training courses are approved for CEU credits through AFCPE and NBCC and each course comes with a certificate of completion if you prefer to self-report to your professional body. They also come with life-long access so you can revisit the content as much as you’d like!
Choose your own adventure with 5 self-paced courses sold individually or in a package deal
See skills in action with full-session role-plays and take home printable worksheets for your next client meeting
Get CEUs for learning about financial trauma, financial therapy models, and working with couples and families
SELF-PACED COURSES
FINANCIAL THERAPY TRAINING BUNDLE
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$549
Save on all our courses by buying the bundle! This bundle includes all 6 of our courses along with a certificate of completion for each course. Includes 14.5 hours of content.
You can expect to see every printable worksheet, role-play, and slide deck that we offer to help your clients make progress.
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FINANCIAL THERAPY MASTER SERIES
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$149
This Master Series highlights 5 different models of financial therapy with some of the best minds in financial therapy. Learn from the best and see which tools you can use in your work.
You’ll get a summary of each model, a roleplay showing main interventions, and a debrief with each expert on their thought process in the session.
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FINANCIAL TRAUMA
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$99
Trauma can be a difficult topic to broach with clients, but it has a huge impact on their financial functioning and experience. Gain basic skills in approaching financial trauma for when, not if, it comes through your door.
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You will get access to multiple worksheets detailing types of financial trauma and how to work with them, and a full length session on helping someone in “trauma mode”.
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STARTING YOUR FINANCIAL THERAPY BUSINESS
$60
If you love the concepts in financial therapy and are ready to put them into your practice, this course will help you get started building your own financial therapy practice.
You will get access to important checklists for building your business practice, learn more about building professional support systems, and even some marketing basics in financial therapy.
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MASTERING SOFT SKILLS FOR FINANCIAL PROFESSIONALS
$199
If you are passionate about helping clients achieve their financial goals and want to enhance your ability to connect with them on a deeper level, this course is designed to equip you with the foundational soft skills needed for client success.
You will learn practical techniques for fostering client follow-through and engage with valuable handouts and role-playing exercises to refine your approach.
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COUPLES AND MONEY
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$99
Couples have a unique relationship with money and often that leads to conflict, frustration, and pain. Learn key pain points in this relationship and how to help a couple navigate them with research-informed tools.
You will get worksheets on reducing the Couple Conflict Cycle, a full-length session role play of a financial therapist helping a couple with financial conflict, and a certificate of completion.
ENGAGING FAMILIES WITH MONEY
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$99
Families can have a lot of money feelings that get in the way of financial decision making and family connection. Learn how you can better help families create financial rules so they can collectively thrive.
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You will get access to worksheets on common family dynamics around money, and how to set boundaries that provide structure for family financial decisions. You’ll also see a full-length session on working with an adult family making estate decisions.
LIVE TRAININGS AND EVENTS
Training
MEET THE TRAINERS
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REACH OUT TODAY
Have more questions about our training or exploring financial therapy in your professional work? We’d love to hear from you and point you in the right direction!
Fill out the contact form below and we will get back to you within 2 business days.