Sometimes I Feel like a Therapist: Strategies for Helping Clients through Difficulties -NAPFA & CFP

Sometimes I Feel like a Therapist: Strategies for Helping Clients through Difficulties -NAPFA & CFP


Kristy Archuleta

Member: $0.00
Non-Member: $0.00Your price

Published: 4/5/2022 5:00:00 AM

This webinar is hosted by the NAPFA Women's Initiative. This is a recorded webinar from April 5, 2022.


Have you ever felt like you need the skills of a therapist but were not trained as one? An essential aspect of being a financial professional is working with the humanness of our clients. Handling the human side of people can be difficult and messy and may leave you feeling like you are a therapist when you do not have the qualifications, education, or background to do so. In this webinar, Dr. Kristy Archuleta will utilize her training and experience as a Licensed Marriage and Family Therapist and a Certified Financial Therapist-I™ to address how to handle difficult situations and mental health crises when you are not a therapist.

Learning Objectives:

  • Understand your scope of practice as a financial professional
  • Learn fundamental tools and strategies to help clients in crisis or distress
  • Understand types of collaboration models useful for a financial professional
  • Identify ways to create self-care strategies in working with clients in distress
  • Preparation and resources available to complete the pro-bono advising.

Speaker Bio:

Dr. Kristy L. Archuleta, LMFT, CFT-I™ is a Professor in the Financial Planning program at the University of Georgia. As a pioneer and developer of financial therapy, she is a co-founder of the Financial Therapy Association, the Journal of Financial Therapy, the nation’s first academic program in financial therapy, and Women Managing the Farm. Dr. Archuleta has garnered national and international attention as a speaker and author who has published numerous scholarly articles and co-edited two books on topics related to financial planning, financial therapy, financial counseling, and mental health. She currently serves on the Board of Directors for the National Association of Personal Financial Advisors and three editorial review boards. She is commonly featured in podcasts and major news media outlets, such as the New York Times, Investment News, and CNBC, to name a few, and has won awards for her cutting-edge research and teaching.

Content Level:


1 NAPFA CE in J – Communications will be posted in your NAPFA CE record after successful completion of the associated quiz. In addition, NAPFA will upload your self-study credit to the CFP Board of Standards within 2 weeks.

After purchase, you may access your recorded course under the My Webinars link on your My Account page of the NAPFA website for the next 90 days.