Introduction to Financial Therapy Course

Money Stress?

Financial Therapy Can Help!

Introduction to Financial Therapy:

An interactive course that explains what financial therapy is, who it’s for and how it helps.

In this course, learn:

What financial therapy is, and how it’s different from counseling or financial planning.

The different kinds of problems financial therapy can help solve.

How financial therapy works to improve your financial well-being.

How this course is designed:

A short, introductory course is for busy people who want to learn more about financial therapy and how it can help.

The course features video, audio, animations, summaries and exciting activities designed for visual, audio and kinesthetic learners.

Each activity personalizes the lesson before it so you can explore and improve your money relationship in real-time during the course.

Course details

The course includes: Five sections with videos, personalized activities, games and downloadable resources

Duration: 30 minutes

What you’ll need:

• pen, paper, ability to print exercise handouts
• quiet space to reflect and think

Outline

Welcome

Part 1 – What is Financial Therapy?

Part 2 – Who Needs It?

Part 3 – How It Works

Part 4 – A Case Study, Conclusion

About your instructor

Simi is a Certified Financial Therapist (CFT™) accredited by the Financial Therapy Association; an Accredited Financial Counselor (AFC®) licensed by the AFCPE, and a Certified Financial Behavior Specialist (FBS®). In addition, she completed the Kansas State University Masters Certificate Program in Financial Therapy.

Simi’s specialty is helping families and individuals thrive while they juggle their high cost of living. Simi’s experience and passion allow her to impact and truly empathize with every client.

Certifications and Qualifications

Media Appearances

Understand what Financial Therapy is, who it’s for and how it works. Learn about yourself and how to improve your experiences around money.

Introduction to Financial Therapy Course

Privacy Policy

Kimberly Olson, AFC Candidate

Financial Coach

Kimberly brings her many years of experience as an analyst and accountant to the PROSPR Coaching team. Her desire to help others overcome their obstacles and achieve financial freedom has led her to pursue financial coaching with PROSPR.

Meir Neiman, MBA

Financial Coach

Meir has been the recipient and received the benefit of PROSPR financial coaching. He has a deep passion for passing those benefits on to others.

Meir earned his MBA in Business Administration with a concentration in Finance from Bellevue University. He has 10+ years of experience in the financial services area, specifically in the complex Home Buying or Mortgage process.

Meir lives in New Jersey with his wife and 6 children.

Ariella Gofman, FFC

Lead Financial Coach

As Lead Financial Coach at PROSPR, Ariella strives to bring clarity and peace of mind to our clients relating to their money lives. Using the PROSPR Plan software, she helps our clients achieve a financial life that aligns with their values & feel more confident about managing their money.

Ariella lives with her husband and 5 children in Jerusalem, Israel.

Simi Mandelbaum CFT-1, AFC, FBS®

CEO & Founder

Simi is the Founder and CEO of PROSPR Financial Wellness, a center dedicated to reducing the stress and anxiety people feel around money. Incepted in 2019, Simi has helped hundreds of clients reduce debt, increase income, and most importantly live their money lives true to their goals and values!

Simi was featured on the popular podcast, Kosher Money and provides resources to Living Smarter Jewish.org a division of the Orthodox Union. She has presented at the AFCPE National Convention, Mesila International and EPI, among others.

Christopher Stuart

Software Specialist

Chris is PROSPR’s all-around Software Guru. He is certified in a number of technologies and specializes in Data Architecture, Zapier, Web Design, Google Workspace Administration, JavaScript, Node.js, GitHub, WordPress, and Google Apps Script, among others.

Chris brings his skills as a former Firefighter at Elk Creek Fire Protection District, with expertise in Problem Solving and Incident Management, to his position at PROSPR. He is always up to the challenge of solving any IT crisis the Company may face.