Banking and Financial Therapy Expert
Forbes Advisor Advisory Board Member
Megan McCoy, Ph.D., LMFT, AFC®, CFT-I™ is an assistant professor at Kansas State University’s department of personal financial planning. She teaches courses at the undergraduate, graduate and doctoral levels focused on financial well-being, financial therapy, and couple dynamics regarding finances, including joint banking.
She is a licensed marriage and family therapist (LMFT), an accredited financial counselor (AFC®) and a certified financial therapist (CFT-I™).
During her doctoral program, Megan developed a specialization in financial therapy and client psychology. She had the opportunity to work with clients alongside financial planning students to treat clients’ banking and other financial well-being issues together. Observing and learning from financial planners’ work with clients enabled her to gain more insights into the psychology of financial planning.
She serves on the Financial Therapy Association's board of directors and is the co-editor of the Financial Planning Review. She was also a guest editor on a special issue on finances for "Contemporary Family Therapy."
Her research interests focus on financial therapy, financial well-being and financial communication, as well as diversity, equity and inclusion issues. She has published over 60 articles in top-tier mental health, family science, financial counseling, and financial planning journals. This year, her research has won awards from the National Council of Family Relations and the Financial Therapy Association. She has been awarded grants from the Financial Planning Association, the National Endowment for Financial Education, and FP Canada to continue research on how to integrate client psychology topics into financial planning to foster trust and commitment with clients.
She has also been featured as a financial well-being expert on the "Today" show, NPR, BBC, The Wall Street Journal and many other media outlets.
Megan McCoy, Ph.D., LMFT, AFC®, CFT-I™ is an assistant professor at Kansas State University’s department of personal financial planning. She teaches courses at the undergraduate, graduate and doctoral levels focused on financial well-being, financial therapy, and couple dynamics regarding finances, including joint banking.
She is a licensed marriage and family
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