Course curriculum

    1. Meet Nate and Khara

    2. How'd You Find Us?

    1. Soft Skills Learning Objectives

    2. Building Blocks of Client Work

    3. Broaching and Identities

    4. Reflection of Feeling and Active Listening

    5. Open and Closed Questions

    6. Handout: Self-of-Helper Reflection

    7. Maslow's Hierarchy and Stages of Change

    8. Gentle Challenging

    9. Immediacy and Self-Disclosure

    10. Coping Skills Practice

    11. Fostering Change Role Play

    12. Action Interventions

    13. Action Interventions Role Play

    14. Course Wrap Up and Resources

    15. Mastering Soft Skills for Financial Professionals Competency Quiz

    16. Mastering Soft Skills for Financial Professionals Course Feedback

    17. Certificate of Completion

    1. Treating Financial Trauma Learning Objectives

    2. Trauma and the Body

    3. Trauma and the Body Quiz

    4. What is Financial Trauma?

    5. Money Genogram

    6. Circle of Influence

    7. Identities Exercise

    8. Financial Trauma Quiz

    9. Financial Trauma Client Behaviors

    10. Financial Trauma Client Behaviors Quiz

    11. Tools to Support Healing of Financial Trauma

    12. Healing of Financial Trauma Quiz

    13. Financial Trauma Client Session Role Play

    14. Treating Financial Trauma Course Feedback

    15. Treating Financial Trauma Certificate of Completion

    1. Stats of Money and Couples

    2. Understanding Power Dynamics in Couples

    3. Introduction to the Couple Conflict Cycle

    4. Couples and Money Quiz #1

    5. Helping Couples Uncover their Money Story

    6. Application of the Couple Conflict Cycle

    7. Couples and Money Quiz #2

    8. Couples and Money Session Role Play

    9. Couples and Money Course Feedback

    10. Couples and Money Certificate of Completion

    1. Engaging Families and Money Learning Objectives

    2. Family Systems

    3. Engaging Families Quiz #1

    4. Boundary Setting

    5. Engaging Families Quiz #2

    6. Strategies for Managing Conflict

    7. Engaging Families Quiz #3

    8. Family Financial Therapy Role Play Video

    9. Engaging Families and Money Course Feedback

    10. Engaging Families and Money Certificate of Completion

    1. Intro to Cognitive Behavioral Financial Therapy with Dr. Bruce Ross

    2. Demonstration of Cognitive Behavioral Financial Therapy with Dr. Bruce Ross

    3. Debrief of Cognitive Behavioral Financial Therapy with Dr. Bruce Ross

    4. Intro to Narrative Financial Therapy with Dr. Megan McCoy

    5. Demonstration of Narrative Financial Therapy with Dr. Megan McCoy

    6. Debrief of Narrative Financial Therapy with Dr. Megan McCoy

    7. Intro to Emotionally-Focused Financial Therapy with Ed Coambs

    8. Demonstration of Emotionally-Focused Financial Therapy with Ed Coambs

    9. Debrief of Emotionally-Focused Financial Therapy with Ed Coambs

    10. Intro to Internal Family Systems Financial Therapy with Rich Kahler

    11. Demonstration of Internal Family Systems Financial Therapy with Rick Kahler

    12. Debrief of Internal Family Systems Financial Therapy with Rick Kahler

    13. Intro to Solution-Focused Financial Therapy with Dr. Kristy Archuleta

    14. Demonstration of Solution-Focused Financial Therapy with Dr. Kristy Archuleta

    15. Debrief of Solution-Focused Financial Therapy with Dr. Kristy Archuleta

    16. Financial Therapy Master Series Competency Quiz

    17. Financial Therapy Master Series Course Feedback

    18. Master Series Certificate of Completion

About this course

  • $549.00
  • 83 lessons

Enhance your Financial Therapy Skills Today!

This online content isn’t a diagnostic tool and is for educational purposes only. It does not replace professional consultation, therapy or services with a trained professional. Financial Therapy Clinical Institute, LLC has been approved by NBCC as an Approved Continuing Education Provider, ACEP No. 7537. Programs that do not quality for NBCC credit are clearly identified. Financial Therapy Clinical Institute, LLC is solely responsible for all aspects of the programs.

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