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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
LIVE TRAININGS AND EVENTS
Training
MEET THE TRAINERS
Contact Us
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.