Webinar 2016-210: Ethical Issues and Decision Making in Collaborative Styles of Financial Therapy 

DATE RECORDED: December 2, 2016

Please click on the Webinar Payment form below to access the webinar.

 *Please note that this webinar does not qualify for the special required Ethics CE's for CFP® Board, AFC® nor Mental Health (through the Florida Board).

Information about this webinar: 

  • The development of ethical and professional practices requires extensive dialogue from practitioners in the emerging field of financial therapy; however, it is important to first develop an awareness and sensitivity to the ethical and professional issues across disciplines. This webinar examines the differences and similarities between the professional standards of different financial and mental health disciplines, and addresses six core ethical and professional issues: dual relationships, confidentiality, collaborating with other professionals, fee management, use of technology, and attending to federal and state regulatory laws. In working through the complexity of different disciplines’ regulatory environments, a discussion of how to address these ethical questions in order to progress the financial therapy field is presented.
    • AFC® - Application has been approved for one (1) hour of AFC® credit.
    • CFP® - Application has been approved for one (1) hour of CFP® credit.
    • Mental Health CEUs  Application has been approved for (1) hour of LMFT, LMHC, LCSW credits through the Florida Board.
  • Target Audience: This webinar is designed primarily for experienced practitioners in both of the following fields of practice and in academia:
    • Financial Professionals including Financial planners, financial counselors, financial advisors, and/or financial coaches.
    • Mental Health Professionals including Psychologists, counselors, life coaches, marriage and family therapists, and/or social workers.
  • Cost: $30 Non-members, $15 Members, $10 Student Members
  • Levels: This session is best suited for bachelors, masters and/or doctoral prepared attendees.
  • At the end of this session, the Participants should be able to:
    • Understand four ways in which mental health and financial professionals can collaborate together to provide financial therapy
    • Understand and identify differences and similarities between standards of ethics of different financial and mental health disciplines
    • Understand how to address six core ethical and professional issues associated with a financial and mental health professional collaborating together to provide financial therapy
    • Discuss a framework for dialoguing with other professionals about professional and standards associated with financial therapy collaboration

About the Presenters - D. Bruce Ross III, Jerry Gale, and Joseph Getz

D. Bruce Ross, III Photo Jerry Gale Photo Joseph Goetz Photo

D. Bruce Ross III, MS

Read CV Here

Jerry Gale, PhD

Read CV Here

Joseph Goetz, PhD

Read CV Here

D. Bruce Ross, III, is a marriage and family therapist and Doctoral Candidate in Human Development and Family Science with an emphasis in Marriage and Family Therapy at the University of Georgia. Currently, he is an Adjunct Instructor in the Marriage and Family Therapy Master's program at Mercer University in the School of Medicine where he is a marriage and family therapist, a financial therapist, an instructor, a supervisor, and a researcher. His research interests include how families manage financial stress. Jerry Gale is a professor and director of the Family Therapy Doctoral Program at the University of Georgia in the department of Human Development and Family Science. He has been a FTA members from the first year and has co-chaired the 2011 FTA Conference in Athens, GA.  He helped establish the Aspire Clinic at UGA which integrates family therapy, financial counseling, nutritional counseling, home design consulting and free legal problem solving. Joseph Goetz is an associated professor of financial planning at the University of Georgia. He is a founding board member and past president of the Financial Therapy Association, a co-founder of the ASPIRE Clinic; and founding principal at Elwood & Goetz Wealth Advisory Group - a fee-only, comprehensive financial planning firm. His educational background includes three graduate degrees across the areas of psychology, economics, and financial planning.

There are two steps to claim your certificate. (1) Complete the evaluation here. Certificates will be emailed to you within two weeks. (2) Email the FTA Office with notification of completion of evaluation and what CEUs are requested. Be sure to include the webinar number in the subject line.