2019 Webinars

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

 November 

Diversity, Trust and Your Clients: How to Develop Trust While Working with a Diverse Client Base

 Register Here

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

Marcia Grant is a licensed marriage and family therapist (LMFT) and a certified AAMFT Clinical Supervisor. She is a professor of clinical counseling where she teaches graduate level clinical counseling at Chicago School of Professional Psychology. She has also served as a clinical counseling professor at San Diego State University. She has more than 14 years of experience providing counseling to individuals, groups, and families and currently has a counseling practice in San Diego and provides clinical supervision. She is an engaging presenter and frequently uses humor as an effective teaching tool. She earned a BS in Economics and an MS in Counseling with a concentration in Multicultural Counseling. Prior to discovering her passion for counseling, She was previously employed by the Federal Reserve Bank as an International Bank Examiner and held a Series 7 General Securities Representative license.

Previous Webinars:

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

• 2019-317- Attitudinal, Behavioral and Relational Domains that May Buffer Married Couples' Negative Relationship Responses to Economic Distress
• 2019-316- Money As a Symbol for Healing: A Jungian Perspective
• 2019-315: Supporting Clients Through Tax Season
• 2019-314: How Financial Therapy Can Aid in Mental Health Practices
• 2018-313: Academic Research Colloquium, Financial Planning Review
  
• 2018-312: "CFT-I™ Certification Update"
• 2018-311: Bridging the Relational Gap: How to be More Productive and Profitable When Serving Married Clients with Relationship Challenges
• 2018-310: "Financial Behavior: The Psychology of Client Communications"
• 2018-309: Your Financial Mindset: Simple Psychology for Better Financial Well-being
• 2018-308: Am I Doing The Right Thing?: Client Anxieties Around Wealth Transfers and How to Help, February 2, 2018
• 2017-301: Spenders and Savers: Conflict and Resolution Strategies, March 3, 2017
• 2017-302: Diversity in Financial Therapy, April 7, 2017
• 2017-303: Building Financial Peace: A Conflict Resolutions Framework for Money Arguments, June 2, 2017
  
• Special Update: What's Going on with FTA: An Update with Megan Ford and Kristy Archuleta, August 2017
  
• 2017-304: Help Clients Get a Financially Smart Divorce, September 8, 2017
• 2017-305: Millennials and the Unrealities of Student Debt, October 13, 2017
• 2016-201: Integrating Financial Therapy with Couples Therapy, February 5, 2016
• 2016-204: Serving the Wealthy: A Financial Psychological Profile That Can Help Your Clients, June 3, 2016
• 2016-206: How to Launch and Grow a Financial Wellness Program, August 5, 2016
• 2016-207: Revealing Family Financial Stories Using Genograms, September 9, 2016
• 2016-210: Ethical Issues and Decision Making in Collaborative Styles of Financial Therapy, December 2, 2016
  
• 2015-103: It Takes Two: A Look at Conjoint Financial Therapy, August 28, 2015

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.