Why You'll Love This Course

Feeling lost or stuck with a client? This course will teach you how to construct treatment from the ground up using practical behavioral case formulation tools, so that you can easily and consistently track where you've been, where you are, and where you're going. Even better, these tools can be applied to any theoretical model of treatment. Includes worksheets and examples.

Course Description

This course provides practical training to utilize behavioral case conceptualization and formulation strategies to improve treatment outcomes. The course is appropriate for clinicians utilizing any theoretical model, who are currently struggling with any of the following:

  • Difficulty selecting appropriate interventions or techniques during session
  • Applying the same rote, rigid, or limited number of interventions across clinical situations, even when the intervention is not working
  • Difficulty deepening, expanding, or moving the treatment beyond initial, simple, or surface clinical problems
  • Becoming “stuck” in session when something unexpected happens 
  • Difficulty incorporating sociocultural factors into your understanding of the patient’s experience and/or functioning
  • Missing important information that may better explain a patient’s behaviors, diagnoses, or experiences
  • Experiencing a recurrent sense that you are unsure where the treatment is going or what the purpose of treatment is
  • Tending to use strategies, techniques, or interventions at ineffective or inappropriate times
  • Seeing that patients do not seem to be improving (or are worsening in their clinical presentation)

This course is rooted in evidence-based, behavioral principles to teach clinicians how to create a solid case conceptualization that guides treatment. Clinicians will learn how to maintain a foundational conceptual structure while also flexibly integrating techniques from across therapeutic modalities.  

2 Hours CE. Recorded Video Format (non-interactive).

Learning Objectives

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

  • Perform a thorough case formulation assessment, utilizing functional analysis techniques, to create a holistic and sophisticated understanding of each individual patient

  • Connect case formulation and treatment planning, creating treatment plans unique to each individual patient

  • Apply at least two practical tools to select appropriate and effective interventions “on the fly” in session

  • Utilize case formulation to organize multiple complex areas of clinical interest or concern

Course Outline

1. Introduction

2. Case Formulation and Treatment Analysis 

3. Examples

4. Functional Analysis


Included Resources:

  • Case Conceptualization Example
  • Blank Case Conceptualization Diagram
  • Case Formulation Questions Example
  • Blank Case Formulation Questions


Nikki Rubin, PsyD, Licensed Psychologist

Nikki Rubin, PsyD is a licensed clinical psychologist (CA PSY30047; NY 019595) in private practice in Los Angeles, specializing in evidence-based therapies. She currently serves as an Assistant Clinical Professor within UCLA's clinical PhD program. She previously served as an adjunct professor and clinical supervisor at Columbia University’s Teachers College, where she helped lead a shift towards training and supervision in CBT.

Additional Information

Format and Length:

Recorded Video Format (non-interactive); Total running time 128 minutes

Topic Area:

Clinical Practice

NAADAC Counselor Skill Group 3: Treatment Plan

Instructional Level:

Intermediate. This course presumes basic therapeutic and theoretical knowledge, and welcomes clinicians with varying degrees of familiarity with behavioral conceptualization.

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. The course completion quiz can be retaken multiple times until passed.

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, marriage and family therapists, and substance abuse counselors. 

Publication and Review Dates:

Course Published: July 19, 2019 

Financial Support Statement:

SimplePractice Learning pays course presenters for their teaching. 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 2 hours of continuing education (2 CE credits) 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 2 continuing education credits 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 2 hours 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 is approved to provide continuing education activities for Social Workers in the state of Texas. Social Work CE Provider Number 7678.

This course has been approved by SimplePractice, as a NAADAC Approved Education Provider, for 2 Hours CE. NAADAC Provider #186410. SimplePractice is responsible for all aspects of their programming. Click here to view our complete CE approval information.