Financial Behavior Keynote Group
Book Study -
Conversations with Your Financial Therapist
Starts January 8th, 2026
What You’ll Learn
This book study explores how professionals can work with clients at the intersection of thoughts, feelings, and behaviors around money, offering tools to reduce shame, create financial intimacy, and embrace opportunities for growth. It emphasizes that money is never just about money, but also about the stories, experiences, and emotions we carry. Wasserman's approach helps readers move beyond shame and self-sabotage to build financial confidence and create a more prosperous financial lifestyle.
Classes Start January 8th and run for 6 weeks.
Session Times: Thursdays 6 PM eastern or Fridays at 11 AM easternLearn how this book empowers clients to reduce shame, create financial intimacy, and embrace opportunities for growth.
Learn about The Money Mindset Method, a unique framework to simplify the money conversations and decision-making processes.
EXCLUSIVE OFFER:
FREE BOOK WITH PURCHASE!
Shift The Focus From Panic To Perspective
Explore a question-led approach for times of financial uncertainty
Who It's For
Financial planners, academics, and client-facing professionals looking to gain insight into the emotional undercurrents that influence client decisions.
Earn CE Credit
Includes 7 CEUs for AFC® and CFP® professionals, and 23 experience hours for AFC® candidates—grow your skills and your credentials.
Key Benefits
Learn how to navigate emotionally charged client conversations with empathy, using a practical five-step framework to build trust, validate concerns, and guide meaningful action.
Meet The Author
Erika Wasserman's new book, “Conversations with Your Financial Therapist: Stories and Scripts to Grow Your Financial Mindset”, reflects Erika’s passion for making money talk both accessible and transformative. Her own journey reads like an adventure novel—marriage, relocating to Asia, raising kids, divorce, dating, and the loss of a parent—experiences that have shaped her empathetic, holistic approach to financial well-being.
Erika is one of just 100 Certified Financial Therapists (CFT) in the country and holds a graduate certificate in Financial Therapy from Kansas State University. She also created the “Let’s Talk Finances” conversation cards, igniting meaningful dialogue at every stage of life available on Amazon. She has been quoted in national media, including The New York Times, US News and Report, NerdWallet and Yahoo! Money.
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