Financial Therapy Education Video Series

The Financial Therapy Association has developed an Education Video Series that is designed to help prepare interested individuals for the CFT-I™ certification. The video series may also be used by individuals who do not desire to seek certification or who may not be eligible based on certification requirements. 

To purchase the Financial Therapy Education Video Series - Click Here.

To learn more about  CFT-I™ Certification - Click Here

Financial Therapy Education Video Series

Series 1 - Standards of Practice and Ethical Considerations

Video 1 – An Introduction to Ethics & Standards in Financial Therapy
Presenters: Megan Ford, LMFT & Dr. Bruce Ross, LMFT
Description: This video introduces ethical considerations for CFT-I™ professionals, covering the FTA Standards of Practice and Code of Ethics, FTA’s core values and the purpose of the CFT-I™ certification program, the fiduciary rule as it applies to CFT-I™, and how to appropriately use the CFT-I™ marks once earned.

Video 2 – Differentiating Financial Therapy within the Professional Landscape
Presenter: Megan Ford, LMFT
Description: This video introduces important aspects of financial therapy's history, as well as key differences between financial therapy and other complementary and collaborative fields of study and practice.

Video 3 – Navigating Special Ethical Issues (“Red-Flag” Issues)
Presenters: Megan Ford, LMFT & Dr. Bruce Ross, LMFT
Description: This video introduces the important area of "red flag" issues for CFT-I™s and outlines the signs and symptoms of these issues in order to build better awareness. This video also explores the importance of collaboration and referral when "red flag" issues exist.

Series 2 - Self-of-the-Financial Therapist

Video 4 – An Introduction to Self-of-the-Financial Therapist (SOTFT): Building Awareness of our own Money Selves
Presenter: Dr. Megan McCoy, LMFT
Description: This video explores the term "self-of-the-financial therapist" and outlines the importance of personal awareness and one's own money work within the pursuit of becoming a financial therapist, CFT-I™. The video also walks through how personal past experiences, blind spots, and other biases may affect the work of a financial therapy practitioner.

Series 3 - Money and Relationships 

Systems Theory: An Important Lens in Financial Therapy
Presenter: Ed Kizer, LPC, CFP®
Description: This video introduces Systems Theory as an important lens for CFT-I™s, outlining Bertalaffy's General Systems Theory as well as core components of Family Systems Theory.

Additional Theoretical Lenses for Financial Therapists
Presenter: Dr. Meghaan Lurtz
Description: This video introduces additional theoretical lenses from which to view issues found within financial therapy work, outlining the key assumptions and techniques of each theory, as well as providing brief examples of each theory's application.

Framing Money Patterns and Behaviors
Presenter: Elaine Lutrull, CPA
Description: This video outlines several different frames from which to view money patters and behaviors exhibited by clients within financial therapy.

Video 8 – Exploring Financial Enmeshment
Presenter: Dr. Sarah Asebedo, CFP®
Description: This video explores the issue of financial enmeshment, defining it, outlining its origins and signs & symptoms, as well as how a CFT-I™ can help.

Video 9 – Emotional Aspects of Intergenerational Wealth Transmission
Presenter: Rick Kahler, MSFP, ChFC, CFP®, CCIM
Description: This video explores the special topic of wealth transmission between family generations and how a CFT-I™ practitioner can help.

Video 10 – Exploring Money Conflict
Presenter: Dr. Sarah Asebedo, CFP®
Description: This video introduces the concept of money conflict and its origins. The video also explores the connections between both stress and gender as they relate to money conflict.

Video 11 – Exploring Money & Relationship Dissolution and Divorce
Presenters: Dr. Kristy Archuleta, LMFT & Dr. Bruce Ross, LMFT
Description: This video will introduce how money dynamics and financial conflict impact relationships and also how they are related to the ending of intimate partnerships.

Video 12 – Exploring Relational & Financial Infidelity
Presenter: Ed Coambs, MBA, CFP®, MA, LMFTA
Description: This video will introduce the concept of "financial infidelity" and also discuss it within the context of relational infidelity. The video outlines financial infidelity's prevalence and signs, as well as how a CFT-I™ may help.

Video 13 – Identifying Relational & Financial Abuse
Presenter: Ed Coambs, MBA, CFP®, MA, LMFTA
Description: This video will explore the topic of "financial abuse", its signs, and its co-occurrence with relational abuse or intimate partner violence. The video also outlines a CFT-I™s potential role in helping those experiencing relational or financial abuse.

Video 14 – Identifying Financial Trauma
Presenter: Ed Coambs, MBA, CFP®, MA, LMFTA
Description: This video will explore the topic of financial trauma, its signs and manifestations, as well as how it forms. The video also outlines a CFT-I™s potential role in helping those experiencing issues related to financial trauma.

Series 4 - Evaluation of Financial Therapy Research

Video 15 – Evaluation of Financial Therapy Research
Presenter: Dr. Sarah Asebedo, CFP®
Description: This video will outline foundational knowledge concerning how to read and interpret research, as well as why research is important to financial therapy and CFT-I™s.

 

While purchasing and watching the Video Education Series is required for any CFT-I™ Candidate prior to sitting for the CFT-I™ Exam, the purchase of the Video Education Series does not constitute an obligation on behalf of the Financial Therapy Association to approve the application of any CFT-I™ Applicant to become a CFT-I™ Candidate or CFT-I™ Practitioner.
The Video Education Series is intended for individual use. Commercial and Non-Profit licensing options are under development. 

Disclaimer of Liability:

Certification by the Financial Therapy Association (the “Association”) demonstrates that the individual holding such certification has met the application criteria, has completed the education requirements, and has passed the examination or examinations to receive such certification.  Certification is not a guarantee of the competence or ability of any individual practitioner, nor is it an endorsement of any practitioner.  It is the responsibility of the individual seeking treatment to independently determine if the therapy relationship or the treatment sought or received is appropriate and effective for the individual’s circumstances.

 

The Association 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 been certified by the Association.

 

If you have a complaint about the services or actions of an Association certificant, you may submit the pertinent information to the Disciplinary Committee via email at [email protected].  The sole responsibility of the Association will be to review the complaint and determine whether the complaint warrants further investigation or disciplinary action against the certificant.  Other than the above, the Association does not assume any responsibility for the actions of its certificants.

 

Disclaimer of Warranties and Liability of Educational and Examination Materials:

The educational and examination materials (the “Materials”) are intended to assist candidates in achieving the requirements for certification by the Financial Therapy Association (the “Association.”)  They are not intended to supplant any other educational or certification prerequisite other than the certifications conferred by the Association.  The user is solely responsible for his or her own use of the Materials.  Furthermore, the Materials may include technical inaccuracies or typographical errors.  While the materials are maintained and updated as necessary to reflect the most current information, the Association cannot warrant that the Materials will at all times reflect such information.  Changes may be made to the Materials at the discretion of the Association at any time and without notice.

 

The Association 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 use of the Materials.

 

THE MATERIALS ARE PROVIDED ‘AS-IS’ AND WITHOUT WARRANTY OF ANY KIND, EITHER EXPRESS OR IMPLIED, INCLUDING, BUT NOT LIMITED TO, THE IMPLIED WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE, OR NON-INFRINGEMENT.