With this combined approach informed by both therapeutic and financial competencies, financial therapists are equipped to help people reach their financial goals by thoughtfully addressing financial challenges, while at the same time, attending to the emotional, psychological, behavioral, and relational hurdles that are intertwined. 

Webinar: November  1, 2019 at 1 p.m. EST

Diversity, Trust and Your Clients: How to develop trust while working with a diverse client base

Trust is a critical aspect for client retention. How do we maximize our ability to gain trust when working with a diverse client base?  This webinar will focus on aspects of developing trust while working with clients who may be similar or dissimilar to ourselves. This webinar will assist you in identifying your social location (gender, culture, race, socioeconomic status, etc.) paying close attention to where diversity lies within your history and money story. The ability to develop empathy and compassion for the nuisances of your personal story can be part of developing a renewed appreciation for your client’s goals and obstacles. Subsequent to exploring aspects of social location and reviewing the potential impact is has on clients, this webinar will review other considerations of working with a diverse client base including how to avoid dis-empowering language and the need to consider how cultural financial trauma may be at play.

Presenter:  C. Marcia Grant

Register Here


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Become a Member of the Financial Therapy Association and join a dynamic group of professionals and scholars. Help us continue the important work of building this new field!

Benefits of Membership:

  • Receive the newest issues of the The Journal of Financial Therapy publication right to your inbox
  • Grow your practice and media exposure through the Financial Therapy Network tool
  • Obtain discounts on FTA’s conference events
  • Explore interesting monthly webinars at a discounted rate
  • Engage with other FTA Members in the Members-only Community Forum
  • Impact others by helping develop the growing field of Financial Therapy
  • Gain access to financial therapy tools and resources
  • Serve on collaborative and passionate committees
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What's New in Financial Therapy Research?

Journal of Financial Therapy
Volume 9, Issue 1