Products
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Mastering Soft Skills for Financial Professionals
CourseThis 3 hour course helps financial professionals master the basics of soft skills crucial to client success. Content comes from financial psychology to better help clients follow through on their financial goals and includes handouts and role plays.
$199
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Financial Therapy Training Course Bundle
CourseAccess all 5 of our Financial Therapy Training Courses on-demand and save on the bundle! Includes 11.5 hours of content and a certificate of completion for each course. Course approved for AFCPE® and NBCC ACEP 10.5 CEs.
$449
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Financial Therapy Master Series
CourseExplore modalities and interventions within Financial Therapy through role plays from experts in IFS, Solution-Focused, CBT, Narrative, and EFT in this 3.5 hour training. Handouts of each modality included. Course approved for AFCPE® & NBCC 3.5 CEs.
$149
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Starting Your Financial Therapy Business
CourseWondering what you need to know when setting up and starting your Financial Therapy business? Navigate business building blocks, identify professional supports, and explore marketing strategies in this 1.0 hour course. This Course is not CE eligible.
$60
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Engaging Families and Money
CourseExplore family systems, boundaries needs, and effective communication strategies for money conversations in this 2.5 hour on-demand course. Includes handouts and certificate of completion. Course approved for AFCPE® and NBCC ACEP 2.5 CEs.
$99
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Treating Financial Trauma
CourseIn this 2 hour, on-demand course, learn how to treat Financial Trauma as a professional. Includes video content, 7 handouts, and a certificate of completion. Course approved for AFCPE® and NBCC ACEP 2.0 CEs.
$99