How Financial Therapy Can Aid in Your Financial Planning Practice

This webinar is an MQ University sponsored event.

1.0 CFP CE pending acceptance by CFP Board

When people hear the term “financial therapy” they tend to think of a mental health professional, but that’s not it at all!  Financial Therapy is the understanding that money means more than just numbers to your clients.  Financial Therapy can aid financial planners in asking the right questions, fostering trust, and helping their clients reach their life goals—not just the financial goals.

Dr. Megan McCoy will provide an overview of this new field of research and practice, and explain how it can benefit you and your clients. She will also describe a specific approach to financial therapy that she created called Narrative Financial Therapy.  Her presentation will conclude with an exploration of a specific Narrative Financial Therapy Intervention, “the Miracle Question,” and explain how to it can be applied in your client interactions.

Learning Objectives:

  • Describe what financial therapy is and what it looks like in a financial planning practice.
  • Learn the benefits of adding this perspective to a financial planning practice.
  • Describe Narrative Financial Therapy through clear steps that financial planners can integrate into their practices.
  • Demonstrate the miracle question and understand its application to financial planning work.

Instructor

Megan McCoy, Ph.D., LMFT,  CFT-I™ is a Professor of Practice at Kansas State University where she teaches courses for the Financial Therapy Certificate Program and is Director for the Personal Financial Planning Masters’ Program.  Her research interests focus on Financial Therapy and how to establish empirical evidence to support what she has observed in her clinical experiences.  Her research has been published in the Journal of Financial Therapy, Annuals of Business Review, Journal of Financial Planning, Journal of Family Economic Issues, American Journal of Family Therapy, Journal of Systemic Therapies, Women and Therapy, Journal of Couple and Family Therapy, Journal of Sex and Marital Therapy, and Journal of Creativity in Mental Health.  Dr. McCoy serves as Secretary for the Board of Financial Therapy and as Associate Editor of Profiles and Book Reviews for the Journal of Financial Therapy.  She is also a member of the MQ Research Consortium, a division of MQ Research & Education™.

CFP® CE Credit

1.0 CFP CE pending acceptance by CFP Board.

Registration Fee

This webinar is open to EVERYONE!

  • Free for MQ Partners
  • $25 Fee for everyone else