Why you'll love this course

We know money is a major stressor for many of the clients who come to therapy. But many mental health professionals don't know how to talk directly about money with clients -- or whether we even can, considering our scope of practice. This course tackles both questions.

Course description

Money is a common source of stress for therapy clients, and a risk factor associated with a number of mental health diagnoses. Many therapists are aware of the challenges associated with limited financial resources, but feel ill prepared to discuss money in direct and specific ways with clients. In this course, participants will learn how and why money links with mental health, and the skills and interventions needed to address money directly with clients in session.

1 Hour CE. Recorded Video Format (non-interactive)

Learning objectives

By the end of this workshop, participants will be able to:

  • Describe at least four mental health risk factors directly related to money

  • Describe at least four differences between a finance professional and financial therapist

  • Describe at least three benefits of including money in therapeutic work as a mental health clinician

  • Apply at least three interventions related to money

Course outline

1. Money and mental health risk factors

a. Diagnosis

b. Stress

c. Race

d. Gender

e. Other factors

2. Defining Financial Therapy

a. Working definition

b. Difference between therapist and financial planner/advisor

3. Scope of Practice

a. Identify skills and tools that are ethical for therapists to employ with clients

b. Identify when it’s time to refer to a different profession or clinician

4. Applying therapeutic skills

a. Application of ACT and money

b. Application of CBT and money

c. Application of Mindfulness and money

d. Application of other interventions and money

5. Role play: Scope and boundaries

References.pdf

Instructor

Lindsay Bryan-Podvin, LMSW

Lindsay Bryan-Podvin is a Michigan Licensed Master's Social Worker (# 6801093938) and the owner and founder of Mind Money Balance. She combines financial literacy with the emotional and psychological side of money. In addition to her private practice, she is author of the book “The Financial Anxiety Solution.” She lives with her husband and their dog in Ann Arbor, Michigan.

Additional Information

Format and Length:

Recorded video format (non-interactive). Total running time 60 minutes.

Topic Area:

Clinical Practice

Instructional Level:

Intermediate

Completion Requirements:

To obtain your CE certificate, you must progress through all course segments, complete a satisfaction survey, and obtain a score of 80% or higher on a course completion quiz. Learners are expected to complete the quiz within a reasonable number of attempts, and may be blocked from completing the course and receiving their certificate if unable to do so.

Completion Quiz and Course Evaluation:

After watching course videos, the course completion quiz will be available to complete, followed by the course evaluation.

Who Should Attend:

Psychologists, counselors, masters or doctoral level clinical social workers, and marriage and family therapists.

Publication and Review Dates:

Course Published: April 12, 2021 

Financial Support Statement:

SimplePractice Learning pays course providers. There is no other financial support for this course.

Conflict of Interest Statement:

There is no potential conflict of interest or outside commercial support for this course.

Refund Policy:

Click here to see our policies on attendance, refunds, grievances, and accessibility, and other frequently asked questions. Click here to contact us or submit a grievance.

Contact Information:

For any inquiries related to subject matter guidance, correction, grading, comments, or problem resolution please contact us.

System Requirements:

Please ensure your device meets our system requirements.

Continuing Education Approvals:

SimplePractice is approved by the American Psychological Association to sponsor continuing education for psychologists. SimplePractice maintains responsibility for this program and its content. This course provides 1 hour of continuing education (1 CE credit) for psychologists.

SimplePractice has been approved by NBCC as an Approved Continuing Education Provider, ACEP No. 6961. Programs that do not qualify for NBCC credit are clearly identified. SimplePractice is solely responsible for all aspects of the programs.

SimplePractice has been approved by NBCC as an Approved Continuing Education Provider, ACEP No. 6961. Programs that do not qualify for NBCC credit are clearly identified. SimplePractice is solely responsible for all aspects of the programs.

SimplePractice, #1749, is approved to offer social work continuing education by the Association of Social Work Boards (ASWB) Approved Continuing Education (ACE) program. Organizations, not individual courses, are approved as ACE providers. State and provincial regulatory boards have the final authority to determine whether an individual course may be accepted for continuing education credit. Simple Practice maintains responsibility for this course. ACE provider approval period: 07/06/2020 – 07/06/2021. Social workers participating in this course will receive 1 continuing education credit in the Clinical topic area.

SimplePractice is approved by the California Association of Marriage and Family Therapists to sponsor continuing education for LMFTs, LPCCs, LCSWs, and LEPs (CAMFT CEPA provider #145276). SimplePractice maintains responsibility for this program and its content. This course meets the qualifications for 1 hour of continuing education credit for LMFTs, LCSWs, LPCCs, and/or LEPs as required by the California Board of Behavioral Sciences.

SimplePractice is approved as a Rule/Statute Approved Provider of Continuing Education by the Florida Board of Clinical Social Work, Marriage & Family Therapy, and Mental Health Counseling. Note that we do not automatically report CE completion to CE Broker at this time, so certificates of completion must be manually uploaded. Click here for more information.

SimplePractice LLC is recognized by the New York State Education Department’s State Board for Social Work as an approved provider of continuing education for licensed social workers #SW-0582.

SimplePractice LLC is recognized by the New York State Education Department's State Board for Mental Health Practitioners as an approved provider of continuing education for licensed marriage and family therapists #MFT-0091.

SimplePractice LLC is recognized by the New York State Education Department's State Board for Mental Health Practitioners as an approved provider of continuing education for licensed mental health counselors #MHC-0206.

SimplePractice is approved to provide continuing education activities for Social Workers in the state of Texas. Social Work CE Provider Number 7678.

This course is not part of our continuing education program approved through NAADAC. Click here to view our complete CE approval information, or check out our collection of NAADAC approved courses.