Frequently Asked Questions
What is financial psychology?
It is the study of how attention, emotion, beliefs, and identity influence money behavior. We focus on practical tools for decisions, habits, and conversations—not therapy or investment advice.
Who are the courses for?
Advisors, coaches, planners, and self-learners who want research-grounded, gentle practice. We mark each course by level and offer structured paths for different roles.
Do you offer certificates?
Yes. Many courses include a certificate of completion. Professional CE availability is listed per course; check the Catalog details for “Professional CE.”
How do cohorts work?
Live cohorts run for 3–6 weeks with weekly labs, reflective prompts, and optional peer discussion. Replays are provided when courses are recorded.
What is your refund policy?
For self-paced courses, refunds are available within 7 days if under 15% of content is completed. For live cohorts, refunds are available until 48 hours before the first session. See Terms for details.
Is this therapy or investment advice?
No. Our programs are educational. We avoid guarantees and do not provide personalized investment, legal, or tax advice. We encourage you to seek licensed professionals for those services.
Can teams enroll together?
Yes. We offer group access and private workshops for firms. Contact us for a custom plan aligned with your workflows and client outcomes.
Do courses include community?
Many courses include reflective prompts and optional peer sharing. We emphasize psychological safety and clear boundaries for feedback.
Accessibility and pacing
All pages use high contrast, keyboard-friendly modals, and transcripts where applicable. We design for short sessions and encourage journaling between lessons.