Recorded from a live presentation on September 24, 2020

Why you'll love this course

Money is a major stressor for many of the clients who come to therapy. General anxiety management techniques can help, but specific interventions to address how clients put meaning to money -- and referrals to financial professionals, when appropriate -- can be a more targeted approach.

Course description

Therapists, social workers, and other mental health professionals routinely work with clients voicing stress and anxiety about finances. However, mental health professionals often have little training on personal finance, limiting their ability to fully understand clients' situations. 

Mental health professionals also receive conflicting socialization around money, including messages that they should devalue money and place greater importance on service. This can lead clinicians to impose or project their own values around money onto clients for whom those values may not fit. 

Led by a financial therapist, this workshop will teach attendees what financial anxiety is, and how they can apply their breadth of skills specifically to help their clients with financial anxiety. The presenter will also encourage therapists to develop awareness of their own biases around money.

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

This course was initially presented at the 2020 Therapy Reimagined conference in Los Angeles. For information on past and future Therapy Reimagined events, visit therapyreimagined.com.

Learning objectives

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

  • Define financial anxiety

  • Categorize individuals into one of four money archetypes using an assessment process

  • Apply at least three therapeutic skills when working with clients who express financial anxiety

  • Apply a values-based money exercise in their work with clients

Course outline

1. Introduction to financial therapy

2. Psychology of money

a. Money stories

b. Money stories among therapists

c. Financial archetypes

3. Defining financial anxiety

4. Applying current therapy skills to financial anxiety

5. ACT values-based money exercise

References

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 65 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: December 9, 2020 

Financial Support Statement:

SimplePractice Learning pays course providers. This course was initially presented at the Therapy Reimagined 2020 conference. 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.