How therapists can help clients with money (and earn continuing education credit too)

I announce my new money wellness course for therapists where you can earn continuing education (CE) credit hours

I am not a therapist, but my work overlaps with mental health practitioners in many ways.

While many financial professionals will just generate a financial plan for a client and then call it good, for my clients, that is only half of the work. After all, so many people have blocks and negative beliefs around money that just formulating a plan isn’t enough. We need to tackle the emotional aspects of financial wellness at the same time.

So I believe that money professionals need to get more training in mental health matters. But the opposite is also true: that mental health clinicians need more training in money matters.

I can’t tell you how many mental health professionals I’ve talked to over the years (both as colleagues and clients) who have expressed a kind of exasperated helplessness when their clients come into session with money problems. The general sense seems to be this: “I can help them manage their emotions around money, but when they ask me questions like ‘can I afford this house’ or ‘how do I have enough for retirement’, I don’t even know that sort of thing for my own life!”

I’ve sat with this lament for a long time. And then, I decided to do something about it: I created a class for therapists to help their clients with money.

Sounds great, but I didn’t stop there. I then went ahead and got this course approved by NBCC (National Board for Certified Counselors).

This means that I offer continuing education (CE) hours for this class.

I bet I have your interest now.

Announcing my new class

I am very pleased to announce my new course: Financial Wellness in the therapeutic relationship: How to help clients with money.

In this course, you will learn how to navigate your own money anxieties so that you are able to be more present and effective with clients when financial topics come up in session.

And of course, you’ll learn how to more effectively respond when those financial topics come up.

As part of taking this course, you will:

  • Gain a sufficient understanding of basic financial wellness concepts.
  • Identify your own emotional blocks around money and how this may influence the therapeutic relationship.
  • Engage clients in structured problem solving to more effectively support their financial wellness journey.
  • Understand the different kinds of financial professionals, and learn how to match your client’s money challenges with the right type of referral (when necessary).

This class will earn you 3 CE hours.

The class will be live and held virtually, taught by me. Through group work and personal reflection, we will break through the challenges that you have had around dealing with money with your clients.

The inaugural class will be held:

Friday, July 22, 2022
12PM Pacific Time / 3PM Eastern Time
via Zoom

The class is 3 hours long (with a short break in the middle) and will earn you 3 CE hours.

Sign up here.


What does the class consist of?

We will do group reflection, personal reflection, and small-group role play. You will be encouraged to bring stories from your own practice, and questions for both me and your fellow classmates. The goal here is to learn from each other, and learn skills that you can take away immediately. Active participation is strongly encouraged!

I’m not a therapist. Can I still take this class?

Of course! Anyone is welcome to attend. We will be focusing on the therapeutic relationship, but there are money lessons in there that everyone can benefit from.

How will I earn CE hours?

Upon successful completion of the class, you will receive a certificate of completion, which you can submit when you submit your hours for consideration.

Are you really certified to offer continuing education hours?

Yes! I have been approved by the National Board for Certified Counselors (NBCC) for this class to offer 3 CE hours. My approval number is SP-3832.

Will this class be recorded?

For confidentiality reasons, classes will not be recorded. You are welcome to take notes in class though.

I can’t make this time. Will the class be held at a different time?

Absolutely. This course will be offered multiple times. Just go to this link and sign up for the waitlist, or send me a note to let me know that you’re interested. If enough people request a specific day or time of day, I will take that into consideration for future scheduling.

Not all CE hours are created equal

I know every mental health practitioner needs to earn a certain amount of CE hours to recertify their license. And yes, I know you could just sign up for those courses where you watch a video and take a quiz and that’s it. (I know you’ve done it.)

Or, alternatively, you could learn something productive, and take away skills that you can use, not only in your sessions, but also in your life.

That’s what I’m offering with this class.

So sign up today, as space is limited. Looking forward to seeing you there!

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