Paradise Point Resort & Spa - San Diego, CA

FTA Annual Conference 2017
Becoming a Financial Therapist: Eight Domains for Practice & Research
November 13-15, 2017, San Diego, CA, USA | Co-locating with AFCPE®

Have you ever wondered about becoming a Certified Financial Therapist? Do you want to expand your practice and reach by incorporating financial therapy?

The FTA's Board of Directors is very excited to announce the ongoing development of a certification in financial therapy. The 2017 Annual Conference will serve as a platform for introducing our progress, as well as to provide attendees with foundational knowledge that serves as the basis of the practice of financial therapy. 

By attending the conference, you can begin your certification process through obtaining up to 14 hours of foundational training. This training will contribute to future certification requirements. Additionally, as a 2017 attendee, you will receive additional benefits, including: an official certificate of completion for up to 14 hours of training in financial therapy and a discount on your future application for certification.

Please note - All FTA Conference registrations will be processed through AFCPE's website.

Agenda / Registration / Accommodations / CEU's

(All Times PST)

Monday, November 13th

Exhibits open at 10am – close at 7:30pm

  • 10:00 AM - 1:00 PM - Event Registration
  • 1:00 PM - 1:30 PM - Conference Welcome
  • 1:30 PM - 2:30 PM - Social Hour & Snack/Attendee Meet & Greet/Visit Exhibits 
  • 2:30 PM - 4:30 PM - Session 1: Theory-based practices applied to financial therapy 
  • 4:45 PM - 6:45 PM - Session 2: Ethics and standards of practice in financial therapy
  • 7:30 PM - FTA Board Member Dinner (Board members only)

Tuesday, November 14th

Exhibits open at 8am – close at 7:30pm

  • 7:30 AM - 8:30 AM - Coffee & Conversation (Breakfast on own)
  • 8:30 AM - 10:30 AM - Session 3A: General counseling skills and techniques for Financial Professionals
    Session 3B: Basic financial knowledge and skills for Mental Health Professionals
  • 10:45 AM - 12:45 PM - Session 4: Money and relationships: Working with complex systems in financial therapy
  • 1:00 PM - 2:00 PM - Lunch & Best Conference Paper Award
  • 2:00 PM - 4:00 PM - Session 5: Understanding diversity and culture in financial therapy
  • 4:00 PM - 4:30 PM - Break & Beverages
  • 4:30 PM - 6:30 PM - Session 6: Evaluation of research in financial therapy
  • 6:30 PM - 8:30 PM - Attendee Reception & Research Poster Session

Wednesday, November 15th

Exhibits open at 8am – close at 10am

  • 8:00 AM - 9:00 AM - Breakfast & Best Conference Poster Award
  • 9:00 AM - 11:00 AM - Session 7: Mental health diagnoses and financial therapy
  • 11:00 AM - Closing Words & Adjourn Conference
  • 11:30 AM - 5:00 PM - FTA Board Meeting


  • Up to 16 hours of CE credit for the AFC® have been approved by AFCPE®.
  • 8 CE credits for the CFP® Board have been approved.
  • Attendees will also receive a certificate of completion for foundational financial therapy training (based on attendance during all sessions - up to 14 hours of training) that will count towards the future financial therapy certification.



  • Click the "Register Here" link to be brought to the registration site.
    All FTA Conference registrations will be processed through AFCPE's website, so receipts, confirmation, and correspondence from AFPCE should be expected.
  • Register for both FTA & AFCPE® and SAVE!
    FTA members who register to attend both the FTA Annual and the AFCPE® Symposium will receive $100 off their combined registration fee. At checkout, please use the code: FTAAFCPE1 to receive the discount. 
    *Please note: You must register for both conferences in order for the discount to apply.

Hotel & Travel

Who Should Attend?


Financial Therapists; Marriage & Family Therapy, Counseling, Social Work, and Mental Health Practitioners; Financial Counselors (AFC®); Wealth Managers; Financial Advisors; Certified Financial Planners™; Clinical Psychologists; Coaches; Academics and Educators; Extension Specialists; Students; Sociologists; Speakers; Journalists/Media


What Are the Competencies I Will Learn About?

One of the foundations of a developing discipline and certification is outlining the knowledge areas and professional competencies that accompany it. As we pursue a certification path for members of the Financial Therapy Association, it is important to know what these competencies are.

It is the FTA Board of Directors’ mission to bring you the opportunity to obtain a foundational level of knowledge through this FTA Annual Conference in November 2017. Attendees can expect sessions that directly relate to these competency areas and can walk away from the conference with not only a better grasp on practice and emerging research in financial therapy, but also better preparation for their personal certification path.

Eight Foundational Domains for Financial Therapy Practice & Research:

Theory-based practices applied to financial therapy

Outlines general theories and models of intervention from the mental health field. Brings familiarity to established frameworks and models of intervention as applied to financial therapy. Helps financial therapists to develop their personal model of working from theoretically-informed frames.

General counseling skills and techniques for Financial Professionals

Overviews basic counseling skills essential to working as a financial therapist, including speech and audible communication, body language, and other considerations.

Basic financial knowledge and skills for Mental Health Professionals
Introduces fundamental financial knowledge, such as time value of money, credit and debt, cash flow and net worth, the financial planning six-step process, and consumer protections.

Ethics and standards of practice in financial therapy
Introduces attendees to the ethical and practice standards expected for financial therapists, as outlined by the FTA Board of Directors. This includes determining a scope of practice, disclosure and informed consent, the fiduciary rule, knowledge of complementary disciplines and services, how to appropriately refer, identifying and handling “red flag” issues, and seeking consultation and help.

Money and Relationships: Working with complex systems in financial therapy
Approaches the complex topic of money and finances within the couple and family relationship system, including money power and control dynamics, money infidelity, money communication/conflict, money personalities, exploring generational money dynamics, financial socialization, and financial enmeshment.

Understanding diversity and culture in financial therapy
Outlines specific areas for increasing awareness, sensitivity, and respect of diversity within financial therapy.

Mental health diagnoses and financial therapy
Reviews basic mental health diagnostic information and common diagnoses that could be encountered within the context of financial therapy practice.

Evaluation of research in financial therapy
Focuses on the need for a bridge between research and practice in financial therapy through emphasizing the importance of academically-validated work. Introduces basic statistical skills and how to assess and determine whether financial therapy research is sound.