2020 Webinars

 Every presentation is scheduled for the First Friday of every month at 1pm EST, unless otherwise noted.

February 7, 2020

A Look at Financial Capability in the U.S. 

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Learn about the state of the U.S. financial capability and how innovations, financial education offerings and changes in the economy may impact the financial decisions and behaviors of millions of Americans. Topics discussed include the widening gap in financial capability among demographic groups, college debt remorse, financial anxiety and financial strain, and falling financial literacy rates in America.

Presenter: Gary R. Mottola, Ph.D.

Gary R. Mottola is the research director for the FINRA Investor Education Foundation and a social psychologist with more than 25 years of research experience. At FINRAn, he oversees and conducts research projects aimed at better understanding financial capability in America, protecting investors from financial fraud, and improving financial disclosure statements. He  received his B.A. from the University at Albany, M.A. from Brooklyn College, and Ph.D. from the University of Delaware. He was a visiting scholar at Wharton in 2006 and is an adjunct professor of statistics in Villanova University’s MBA program.


Utilize Personality Traits to Enhance Client Connection, Communication, & Convincing (3 C’s) Within the Financial Planning Process
Preston D. Cherry, MS, CFP® 

Webinar Pricing:

FTA Professional Members: $10

FTA Student Members: $5

Non-members: $39  Please consider joining FTA! Click here: Membership

Cancellation and Refund Policy for Live Webinars: Cancellations are accepted through the day prior to the live presentation and will incur a $5.00 administrative charge. FTA webinars are very low cost, and if you register for a live webinar and miss it for some reason, including logon challenges, the recording will be made accessible to you. The recording carries the same CEUs as the live session. No refunds for the registration fee will be made for no shows.

Previous Webinars:

Watch any of the following past webinars to learn more about financial therapy, and earn CEUs!