Financial Therapy Association
- Company typePrivate
- Founded2009
- HeadquartersTrenton, United States
- Headcount11–50
- GTM typeB2B
- OfferingServices
Financial Therapy Association firmographics
Firmographics- Name
- Financial Therapy Association
- Legal name
- Financial Therapy Association
- Website
- https://financialtherapyassociation.org
- Company type
- Private
- Founded year
- 2009
- Operating status
- Operating
- Headcount range
- 11–50 employees
- Ownership category
- akta.pro rank
Financial Therapy Association industry classification
Industry- Product category
- Professional Association Services
- NAICS
- Other Individual and Family Services (624190)
- SIC
- Services-Educational Services (8200), Services-Social Services (8300)
- akta.pro primary industry
- Financial Services & Insurance (FINRA, CFP, IAR, Insurance CE) (EDAAALAJ)
- akta.pro secondary industry
- Financial Education & Coaching (Digital Programs, Tools) (FSAGADAH)
Keywords
Where Financial Therapy Association is headquartered
LocationHeadquarters
- HQ city
- Trenton
- HQ country
- United States
- HQ region
- North America
Offices1 record
Markets served
Financial Therapy Association business model
Business model- GTM type
- B2B
- Offering type
- Services
- Cost components
- Personnel, Operations, Marketing or Sales, Technology or R&D, Others
Revenue model
- Membership Dues: Annual membership fees at multiple tiers providing access to webinars, conference discounts, directory visibility, leadership opportunities, and professional network
- CFT Video Series: Online educational video course required for CFT certification, priced at $500 for 16 lessons and 1 exam
- Certification Fees: CFT certification program with eligibility requirements and examination for financial and mental health professionals
- Donations: Tax-deductible donations supporting research, education, certification, and community-building initiatives for financial well-being (501(c)(3) organization)
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Subscription | Annual | Professional Plus membership with full benefits and directory listing |
| Subscription | Annual | Professional membership with full benefits without directory listing |
| Subscription | Multi-year contract | Fulltime Student membership for those pursuing degrees in financial therapy, mental health, or financial planning |
| Subscription | Annual | Retiree membership for retired professionals staying connected to FTA community |
| One time/ perpetual license | Pay-as-you-go | CFT Video Series - 15 educational videos plus final exam for certification preparation |
Go-to-market motion1 record
Distribution channels5 records
Marketing channels7 records
Financial Therapy Association product offering
Product offeringCore offering
The Financial Therapy Association (FTA) is a 501(c)(3) professional association that integrates therapeutic and financial expertise to advance the financial therapy profession. It offers the only nationally recognized Certified Financial Therapist (CFT) credential, a tiered membership program for mental health and financial professionals, an education video series required for CFT certification, a searchable therapist directory connecting clients with practitioners, an annual conference, and a peer-reviewed academic journal for research dissemination.
Product overview
The Financial Therapy Association operates as a professional membership organization offering a unified ecosystem of credentialing, education, and practitioner networking services. The core offerings include the CFT Certification (the only nationally recognized Certified Financial Therapist credential), an Education Video Series required for certification, a Membership Program with tiered access levels, a searchable Financial Therapist Directory connecting clients with practitioners, the Annual Conference, and the FTA Journal for research dissemination. The organization serves over 500 members from mental health and financial planning backgrounds, all dedicated to integrating cognitive, emotional, behavioral, relational, and financial aspects of well-being.
Differentiator
Problem solved
Functional benefit
Quantifiable outcome
- 122 financial therapists available in directory
- +1 more outcomes
Companies that use Financial Therapy Association
Customer profileNamed customers4 records
Segments5 records
Ideal customer profiles4 records
Financial Therapy Association technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Feature3 records
Financial Therapy Association partnerships and signals
Strategic signalScale indicators4 records
Recent moves6 records
Expansion highlights5 records
Financial Therapy Association competitors and assessment
Company assessmentOthers
- TherapyDen: A therapist directory emphasizing affordability and identity-based filtering, with a more curated, values-aligned listing experience. TherapyDen is analogous to FTA's directory in operating model but broader in therapeutic scope, lacking financial-therapy specialization.
- Psychology Today: The largest consumer-facing therapist directory and mental health content platform. Psychology Today is comparable to FTA as a directory-driven gateway connecting consumers to credentialed professionals, but operates at vastly larger scale and broader mental health scope rather than financial therapy specifically.
Broad incumbents
- CFP Board: The professional certification body that issues the CERTIFIED FINANCIAL PLANNER™ (CFP®) mark, including standards of practice, code of ethics, and certification examinations. CFP Board is the most direct analog to FTA's CFT credentialing model, but operates at vastly larger scale within mainstream financial planning rather than the financial-mental health intersection.
- American Association for Marriage and Family Therapy (AAMFT): The largest professional association for marriage and family therapists, providing membership, certification (MFT licensure), and continuing education. FTA's membership base includes significant MFT representation, and AAMFT's credentialing + membership + CE model parallels FTA's structure closely, though AAMFT operates at materially larger scale across the broader MFT profession.
- National Association of Personal Financial Advisors (NAPFA): A leading U.S. association of fee-only financial advisors, providing membership, education, and a consumer-facing advisor search. NAPFA shares FTA's mission of elevating professional standards in financial advice and offers a consumer-facing directory analogous to FTA's 122-therapist directory, but targets the fee-only advisor segment rather than the therapy-credentialed niche.
- Financial Planning Association (FPA): The largest membership-based professional association for CERTIFIED FINANCIAL PLANNER™ professionals and the broader financial planning community. FPA is highly comparable to FTA in operating model (tiered membership, annual conference, continuing education, advocacy) but operates at significantly larger scale and serves the broader financial planning profession rather than the financial-therapy niche.
- American Psychological Association (APA): The largest professional association representing psychologists in the United States, with membership, continuing education, and a peer-reviewed journal. APA's combination of credentialing support, journal publication, and multidisciplinary advocacy closely mirrors FTA's integrated association model, though APA serves the broader psychology profession rather than the financial-therapy niche.
Emerging players
- Garrett Planning Network: A network of fee-only financial advisors offering hourly, as-needed financial planning services to the middle mass market. Comparable to FTA as a referral-network-driven membership association with a consumer-facing advisor directory, but focused on accessible financial planning rather than the therapeutic integration that defines FTA.
- XY Planning Network: A fee-only financial planning membership network serving next-generation advisors, with directory listings, conference programming, and peer community. Comparable to FTA in its membership-and-directory operating model and emerging, community-driven identity, but focused on financial planning practitioners rather than financial therapy.
Regional players
- Money and Mental Health Policy Institute: A UK-based charity that conducts research and advocacy on the link between money and mental health, founded by Martin Lewis. The organization shares FTA's mission of integrating financial and mental well-being but operates primarily in the UK regulatory and policy environment as a research/advocacy body rather than a practitioner credentialing association.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat4 records
Key risks7 records
Key highlights7 records
Customer concentration
Financial Therapy Association social profiles
Digital presenceFinancial Therapy Association financial estimates
Financial estimateRevenue estimate
Valuation estimate
Financial Therapy Association leadership team
Management profileNumber of profiles
Profiles1 record
Financial Therapy Association funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Financial Therapy Association M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Financial Therapy Association
What does Financial Therapy Association do?
The Financial Therapy Association (FTA) is a 501(c)(3) professional association that integrates therapeutic and financial expertise to advance the financial therapy profession. It offers the only nationally recognized Certified Financial Therapist (CFT) credential, a tiered membership program for mental health and financial professionals, an education video series required for CFT certification, a searchable therapist directory connecting clients with practitioners, an annual conference, and a peer-reviewed academic journal for research dissemination.
Is Financial Therapy Association a public or private company?
Financial Therapy Association is a private company. It is classified as nonprofit foundation owned and is currently operating.
When was Financial Therapy Association founded?
Financial Therapy Association was founded in 2009. It employs 11 to 50 people.
Where is Financial Therapy Association based?
Financial Therapy Association is headquartered in Trenton, United States, in the North America region.
How does Financial Therapy Association make money?
Four revenue lines are on record. Membership Dues are the primary driver. The others are CFT Video Series, certification Fees and donations.
Who are Financial Therapy Association's main competitors?
Others on record are TherapyDen and Psychology Today. Broad incumbents are CFP Board, American Association for Marriage and Family Therapy (AAMFT), National Association of Personal Financial Advisors (NAPFA), Financial Planning Association (FPA) and American Psychological Association (APA). Emerging players are Garrett Planning Network and XY Planning Network. Money and Mental Health Policy Institute is listed as a regional player.
Does Financial Therapy Association have an API?
No public API is recorded for Financial Therapy Association.
What industry is Financial Therapy Association in?
Financial Therapy Association's product category is Professional Association Services. Its primary akta.pro industry code is EDAAALAJ, Financial Services & Insurance (FINRA, CFP, IAR, Insurance CE), with a secondary code of FSAGADAH, Financial Education & Coaching (Digital Programs, Tools). Its NAICS code is 624190 and its SIC code is 8200.