Benefits of Membership

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

To Join, please go here

To Renew, please go here

Networking Opportunities

Members have exclusive access to a closed discussion group hosted on Facebook. Members also have exclusive access to monthly coffee chats, hosted by members to discuss recent client experiences, what they're focusing on with their practice, and so much more. All coffee chats are hosted virtually, on the third Thursday of the month. 

Continuing Education

Members receive a discount on all continuing education events, including monthly webinars and the annual conference. 

Partner Discounts

Members receive various discounts from our valued partners listed below:

DataPoints provides financial professionals with behavioral assessments to help clients understand their financial competencies. Our assessments, based on the research from The Millionaire Next Door, provide a science-based framework for identifying and enhancing money-related habits. Our powerful analytics provide personalized insights into patterns of financial behaviors, money-related attitudes, and characteristics that impact saving, spending, investing and advising outcomes. Through assessment and reporting capabilities, DataPoints empowers individuals and the professionals who work with them to succeed in the behavioral side of financial management.

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Financial DNA is a proprietary solution for comprehensively and reliably discovering all dimensions of a client’s financial personality for making life and financial decisions based on extensive behavioral finance research. The end result is an improved goals-based financial plan for clients.The objective of using the Financial DNA Discovery Process is to help advisors and investor clients determine what life and financial decisions should be made by closing the behavioral management gap that exists between who they are, what they do and what they have. Further, the process provides a highly structured and tangible framework for delivering services and behaviorally managing the client on an ongoing basis.

FinancialDNA
Right Capital is a leading provider of financial planning software, with innovative features that help create value for financial planners and their clients. Right Capital logo

TherapyNotes™ is online EHR, practice management, and billing software designed for mental health professionals, that integrates all aspects of a therapy practice to help improve patient care. Person‑centered documentation, searchable diagnoses, and more time in‑session helps provide clients with the care they deserve.

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Money Habitudes products help people talk about money, understand spending habits and find their money personality. Used in financial education classes, counseling, therapy, financial planning and career coaching settings, the cards are both a money personality test and a conversation starter for finances. Designed to be fun and non-threatening, they're used like money management games. The cards and financial curriculum materials and guides are available in different versions for adults, young adults and teens. The cards are also available in Spanish.

Money Habitudes

There’s a lot of advice out there about how to learn more, achieve more, and be more productive. But there’s one thing you’re not hearing about — how to manage your mental energy and use your natural strengths. 

 

That’s where Kolbe Corp comes in. Kolbe knows how you and your team naturally get things done and gives you immediate, actionable advice to achieve your goals. It all starts with you taking the Kolbe A™ Index assessment. You’ll only need about 15 minutes and you’ll get a 4-number result that will provide the tools and wisdom for you to be less stressed and more productive. 

 

For example, you may be the type of person who needs a lot of information and data to make a decision, or you might need bullet points and simple facts to get going. Kolbe knows this about you and can help you manage how you handle information in your life. Maybe you’re the type of person who needs structure and naturally builds systems. Or, you might be the type to always look for shortcuts and ways to change up how things are done. Kolbe knows this, too and can help you finally get things done on time.

 

Here’s the thing — everybody has natural strengths, and right now those strengths may be the only constant in your life. Kolbe can help you put those instincts to work by building better relationships with the people around you and helping you to find the freedom to be yourself. 

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