Benefits of Membership

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

To Join, please go here

To Renew, please go here

Networking Opportunities

Members have exclusive access to a closed discussion group hosted on Facebook. Members also have exclusive access to monthly coffee chats, hosted by members to discuss recent client experiences, what they're focusing on with their practice, and so much more. All coffee chats are hosted virtually, on the third Thursday of the month. 

Continuing Education

Members receive a discount on all continuing education events, including monthly webinars and the annual conference. 

Partner Discounts

Members receive various discounts from our valued partners listed below:

DataPoints provides financial professionals with behavioral assessments to help clients understand their financial competencies. Our assessments, based on the research from The Millionaire Next Door, provide a science-based framework for identifying and enhancing money-related habits. Our powerful analytics provide personalized insights into patterns of financial behaviors, money-related attitudes, and characteristics that impact saving, spending, investing and advising outcomes. Through assessment and reporting capabilities, DataPoints empowers individuals and the professionals who work with them to succeed in the behavioral side of financial management.

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Financial DNA is a proprietary solution for comprehensively and reliably discovering all dimensions of a client’s financial personality for making life and financial decisions based on extensive behavioral finance research. The end result is an improved goals-based financial plan for clients.The objective of using the Financial DNA Discovery Process is to help advisors and investor clients determine what life and financial decisions should be made by closing the behavioral management gap that exists between who they are, what they do and what they have. Further, the process provides a highly structured and tangible framework for delivering services and behaviorally managing the client on an ongoing basis.

FinancialDNA
Right Capital is a leading provider of financial planning software, with innovative features that help create value for financial planners and their clients. Right Capital logo

TherapyNotes™ is online EHR, practice management, and billing software designed for mental health professionals, that integrates all aspects of a therapy practice to help improve patient care. Person‑centered documentation, searchable diagnoses, and more time in‑session helps provide clients with the care they deserve.

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