With this combined approach informed by both therapeutic and financial competencies, financial therapists are equipped to help people reach their financial goals by thoughtfully addressing financial challenges, while at the same time, attending to the emotional, psychological, behavioral, and relational hurdles that are intertwined. 

 

2020 FTA Conference

Registration Opening Soon!

The Financial Therapy Association is co-locating with XY Planning Network this year for our 2020 Conference. Sessions will be focused for practitioners, researchers, students, including keynote and breakout sessions, and academic poster sessions. 

When: Friday, October 9 - Sunday, October 11, 2020

Where: Sheraton Downtown Denver Hotel, Denver, CO

Schedule: TBA

If you're interested in being a 2020 conference sponsor, contact us today: [email protected]


 Webinar: March 6, 2020 at 1 p.m. EST

Utilize Personality Traits to Enhance Client Connection, Communication, & Convincing (3 C’s) Within the Financial Planning Process 

profile shot of Preston Cherry

This presentation aims to increase the attendee's overall knowledge of personality trait history, theory, and assessment with a particular focus on The Five-Factor Moded personality traits.  A complimentary presentation focus is to present recent empirical research findings to provide an example of how financial practitioners can use personality trait assessment in their financial planning practices, and where the assessment can integrate into their processes.  Ultimately, personality trait identification may help enhance the 3'C of client interaction and motivation:  Connect, Communicate, & Convince (i.e. recommend, nudge, implement).

 

Presenter:  Preston D. Cherry, MS, CFP ®

Register Here


Join FTA Today!

Become a Member of the Financial Therapy Association and join a dynamic group of professionals and scholars. Help us continue the important work of building this new field!

Benefits of Membership:

  • Receive the newest issues of the The Journal of Financial Therapy publication right to your inbox
  • Grow your practice and media exposure through the Financial Therapy Network tool
  • Obtain discounts on FTA’s conference events
  • Explore interesting monthly webinars at a discounted rate
  • Engage with other FTA Members in the Members-only Community Forum
  • Impact others by helping develop the growing field of Financial Therapy
  • Gain access to financial therapy tools and resources
  • Serve on collaborative and passionate committees
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What's New in Financial Therapy Research?

Journal of Financial Therapy
Volume 10, Issue 2