Webinar 2017-302: Diversity in Financial Therapy

April 7, 2017 (1:00 PM EDT, 12:00 CDT, 11:00 MDT, and 10:00 PDT)

  • Webinar Description: 
  • Diversity is a broad topic. This webinar will provide a primer supporting the idea that a systemic approach to recognizing and appreciating the myriad ways in which clients experience the world can help you better serve their needs. Deepening understanding of the nuances of perspective and action embedded in races, genders, social classes, or any intersection thereof other than our own, is an ongoing and rewarding endeavor. Ultimately, competence and sensitivity to diversity is not an end goal in itself, but rather a practice towards an ideal.
  • CEUs:
    • AFC® - Application has been applied for one (1) hour of AFC® credit.
    • CFP® - Application has been approved for one (1) hour of CFP® credit.
    • Mental Health CEUs - Application has been applied for one (1) hour of LMFT, LMHC, LCSW credits through the Florida Board.
  • Who Should Attend: 
    • Financial Professionals, including but not limited to Comprehensive Financial Planners
    • Mental Health Professionals, including but not limited to Couple Therapists
  • Cost: $25 Non-members, $10 Members, $5 Student Members
  • At the end of this session, participants should be able to:
    • Understand Ecological Systems Theory in human development
    • Describe how issues of diversity are created, maintained, and challenged
    • Define key points of diversity (race, gender, social class, etc.)
    • Demonstrate critical thinking regarding implicit assumptions
    • Employ self-awareness and mindfulness
    • Demonstrate an increased level of comfort and openness with critical questioning ‘of others’ and ‘by others'

About the Presenter - Alycia DeFraff, MS, LMFTA

Read CV Here

Alycia DeGraff, is a Licensed Marriage and Family Therapist Associate, Secretary for the Financial Therapy Association, and doctoral student at the University of Georgia in Human Development and Family Science with an emphasis in Family Therapy. She currently works as a program therapist at a residential treatment center for substance abuse and dependency in Austin, Texas.



  1. Presentation of Ecological Systems Theory
  2. Define key points of diversity (race, gender, sex, social class) within a systems theory
  3. Discuss points of diversity as they systemically intersect with finances through a review of the literature
  4. Present models and techniques for financial therapists to develop practices that are respectful to diversity and cultural competence
Note: This webinar will focus on self-of-the-therapist techniques for financial therapists to develop personal growth

Reference List

  • Brenner, M., & Homonoff, E. (2004). Zen and clinical social work: A spiritual approach to practice. Families in Society: The Journal of Contemporary Social Services, 85(2), 261-269.
  • Bronfenbrenner, U. (1992). Ecological systems theory. Jessica Kingsley Publishers.
  • Greenwald, T., Banaji, M., & Nosek, B. (2011). Project implicit.
  • Knudson-Martin, C., & Mahoney, A. (2009). Couples, gender and power.
  • Marmot, M. (2005). Social determinants of health inequalities. The Lancet, 365(9464), 1099-1104.
  • Morgan, W. D., & Morgan, S. T. (2005). Cultivating attention and empathy. Mindfulness and psychotherapy, 73-90.
  • Neff, K. D., Kirkpatrick, K. L., & Rude, S. S. (2007). Self-compassion and adaptive psychological functioning. Journal of research in personality, 41(1), 139-154.
  • Risman, B. (2004). Gender as social action: Theory wrestling with activism. Gender and Society, 18, 429-450.
  • Schwalbe, M., Godwin, S., Holden, D., Schrock, D., Thompson, S., & Wolkomir, M. (2000). Generic processes in the reproduction of inequality: An interactionist analysis. Social Forces, 7, 419-452.
  • VandenBos, G. R.. (2015). APA dictionary of psychology. American Psychological Association, Washington, DC
  • Von Bertalanffy, L., & Sutherland, J. W. (1974). General systems theory: Foundations, developments, applications. IEEE Transactions on Systems, Man, and Cybernetics, 4(6), 592-592.
  • Ying, Y. W. (2009). Contribution of self-compassion to competence and mental health in social work students. Journal of Social Work Education, 45(2), 309-323.

Registration Notes: Registration fee is due and payable upon registration. Login information will be sent about three days before the webinar. In order to receive your CEU credit, you must login with your full name.

Cancellation and Refund Policy: Cancellations are accepted through April 6, 2017, and will incur a $5.00 administrative charge. FTA webinars are very low cost, and if you register for a live webinar and miss it for some reason, including logon challenges, the recording will be made accessible to you. The recording carries the same CEUs as the live session. No refunds for the registration fee will be made for no shows. 


Register Here

  • FTA Professional Members: $10
  • FTA Student Members: $5
  • Non-members: $25 Please consider joining FTA! Click here: Membership