Join Our Financial Therapy Affiliate Program

Financial therapy sits at the intersection of money and mental health—and finding affiliate partners who truly understand both sides requires more than a standard application. This Financial Therapy Affiliate Application Form is designed for programs that need to screen for professional credentials, assess money psychology understanding, and ensure alignment with values like class sensitivity and shame-free messaging.

Who This Form Is For

This template is ideal for:

• Financial therapy platforms and practices building affiliate networks of credentialed professionals
• Mental health organizations expanding into financial wellness services
• Financial wellness brands seeking therapists and CFPs who take a holistic, trauma-informed approach
• Coaching and education programs that prioritize ethical, inclusive money conversations

What Makes This Template Different

Unlike generic affiliate applications, this form evaluates:

• Professional credentials (CFP, LCSW, LMFT, psychologist, counselor certifications)
• Money psychology knowledge and approach to financial shame and trauma
• Class sensitivity and inclusive messaging commitments
• Audience fit and content strategy alignment
• Promotion methods and affiliate goals

How Paperform Supports Affiliate Onboarding

Paperform makes it easy to collect detailed applications, route approvals, and onboard new affiliates—all from one platform:

• Conditional logic shows follow-up questions based on credential type or practice focus
• File uploads for certifications, resume, sample content and headshots
• Custom success pages that set expectations for next steps
• Integration with CRMs and project tools via native connections or Stepper workflows to automatically create affiliate records, send welcome emails, and trigger internal review tasks

With Paperform's doc-style editor, you can customize the tone, add your program details, and create an application experience that reflects your values from the very first question.

Built for Financial Wellness and Mental Health Professionals

Whether you're a therapist-led practice, a fintech platform, or a financial education brand, this template helps you find affiliate partners who share your commitment to reducing financial shame, honoring lived experience, and building healthier relationships with money—one referral at a time.