Bridging the Gap: Building a Community of Financial Well-being


2017 AFCPE® Research and Training Symposium


AFCPE Pre-Symposium and FTA: Monday, November 13 - Wednesday, November 15
AFCPE Symposium: Wednesday, November 15 - Friday, November 17
Schedule Subject to Change

Title: (FTA Session) Mental Health Diagnoses and Financial Therapy
Wednesday, November 15th, 2017
This session will review basic mental health diagnostic process information and common diagnoses (e.g., anxiety, depression) that could be encountered within the context of not only financial therapy practice, but within the context of financial planning and counseling as well. The session will also highlight diagnoses and conditions specific to money/emotion/behavior entanglement (e.g., gambling addiction, bipolar disorders, impulse control issues), in addition to offering suggestions for practitioners on how to assess for the presence of mental health and diagnostic concerns and how to navigate scope of practice issues.



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