Clients bring it into the room – whether they say the word “money” or not.
You’ve seen it – overspending to self-soothe, chronic financial conflict between partners, and shame tied to debt, fear, or scarcity.
Financial distress is skyrocketing, driven by inflation, debt, and the pressures to keep up.
And still, it rarely makes it onto the treatment plan.
That’s a problem … because money isn’t just about what’s in the bank.
It’s about: Safety. Power. Identity. Worth.
What if talking about money felt as natural, and necessary, as talking about trauma or anxiety?
Join Kristy L. Archuleta, PhD, LMFT, certified financial therapist and co-editor of the seminal book Financial Therapy: Theory, Research, and Practice, for this comprehensive training packed with evidence-based strategies drawn from the emerging field of financial therapy.
You’ll increase your confidence working with clients on money matters as you get practical assessments, effective interventions, and financial health tools to:
No spreadsheets or calculators here – just therapeutic tools you can use to change your clients’ relationship with money to ease their anxiety and form healthy habits.
No matter your clinical focus, this training will enhance your practice because so many clients have issues surrounding money – REGISTER TODAY!
NOTE: Each purchase includes CE credit for one individual (participants in full attendance will be able to print the certificate of completion after passing the online post-test (80% passing score) and completing the evaluation). Instructional methods will include PowerPoint, didactic lecture, Q&A, and others.
Continuing Education Information: Credits listed below are for full attendance at the live, interactive webinar only. This webinar is being broadcast live in real-time and must be attended live, in its entirety, in order to earn credit. You will be able to type questions to the speaker. The speaker will see the questions and address them during the presentation as time allows. Please note, your state licensing board dictates whether web-based activities are an acceptable form of continuing education, as well as which credit types are acceptable for continuing education hours. Please refer to your state rules and regulations. If your profession is not listed, please contact your licensing board to determine your continuing education requirements and check for reciprocal approval. For other credit inquiries not specified below, please contact info@pesi.com or 800-844-8260 before the event.
Materials that are included in this course may include interventions and modalities that are beyond the authorized practice of your profession. As a licensed professional, you are responsible for reviewing the scope of practice, including activities that are defined in law as beyond the boundaries of practice in accordance with and in compliance with your profession's standards.
For Planning Committee disclosures, please see the statement above. For speaker disclosures, please see the faculty biography.
Earn up to 6.25 CE hours. Please see below, for more details, as credit amounts vary by state and profession.
CE credit is available for 6.25 continuing education hours for Alabama Social Workers. Please see national social work approvals for this program.
CE credit is available for 6.25 continuing education hours for Alaska Social Workers. Please see national social work approvals for this program.
CE credit is available for 6.25 continuing education hours for Arizona Social Workers. Please see national social work approvals for this program.
This course consists of 6.25 continuing education contact hours for Arkansas Social Workers and is designed to meet the continuing education requirements of the State of Arkansas Department of Health Social Work Licensing Board (Ark. Code Ann. §17-103-203). Please retain the course advertisement and certificate of completion for your CE records.
PESI, Inc., #1062, is approved as an ACE provider to offer social work continuing education by the Association of Social Work Boards (ASWB) Approved Continuing Education (ACE) program. Regulatory boards are the final authority on courses accepted for continuing education credit. ACE provider approval period: January 27, 2023 - January 27, 2026. Social workers completing this course receive 6.25 Clinical continuing education credits.
Course Level: Intermediate Format: Synchronous Distance. Full attendance is required; no partial credits will be offered for partial attendance.
Canadian Social Workers: Canadian provinces may accept activities approved by the ASWB for ongoing professional development.
The California Board of Behavioral Sciences accepts CE programs that are approved by other approval agencies, including several that approve PESI and its programs. A full list of approval agencies accepted by the BBS can be found at www.bbs.ca.gov/licensees/cont_ed.html under “Where to find CE Courses.” This intermediate level activity consists of 6.25 clock hours of continuing education instruction.
PESI, Inc. is an approved provider with the Colorado Chapter of the National Association of Social Workers. Provider #1413. This course has been approved for 6.3 continuing education hours.
Please note: Colorado Social Workers must select "Colorado Social Workers" credit and complete the post-test and evaluation if they would like their participation submitted to the Colorado Chapter of the NASW. Participation cannot be reported without a completed post-test.
CE credit is available for 6.25 continuing education hours for Connecticut Social Workers. Please see national social work approvals for this program.
CE credit is available for 6.25 continuing education hours for Delaware Social Workers. Please see national social work approvals for this program.
CE credit is available for 6.25 continuing education hours for District of Columbia Social Workers. Please see national social work approvals for this program.
PESI, Inc. is an approved provider with the Florida Board of Clinical Social Work, Marriage and Family Therapy and Mental Health Counseling. Provider Number 50-399. This course qualifies for 6.25 continuing education credits.
CE credit is available for 6.25 continuing education hours for Georgia Social Workers. Please see national social work approvals for this program.
CE credit is available for 6.25 continuing education hours for Hawaii Social Workers. Please see national social work approvals for this program.
CE credit is available for 6.25 continuing education hours for Idaho Social Workers. Please see national social work approvals for this program.
PESI, Inc is an approved provider with the State of Illinois, Department of Professional Regulation. License #: 159-000154. Full attendance at this course qualifies for 6.0 contact hours.
CE credit is available for 6.25 continuing education hours for Indiana Social Workers. Please see national social work approvals for this program.
CE credit is available for 6.25 continuing education hours for Iowa Social Workers. Please see national social work approvals for this program.
PESI, Inc. is an approved provider with the Kansas Behavioral Sciences Regulatory Board. Provider #14-006. This course has been approved for 6.0 continuing education hours.
CE credit is available for 6.25 continuing education hours for Kentucky Social Workers. Please see national social work approvals for this program.
This course consists of 6.25 continuing education contact hours for Maine Social Workers and is designed to meet the continuing education requirements of the Maine State Board of Social Work Licensure (Rule 416, Chapter 14(1)(1)). Please retain the course advertisement and certificate of completion for your CE records.
PESI, Inc. is a Board Authorized Sponsor with the Maryland Board of Social Work Examiners. This activity qualifies for 6.25 Category 1 continuing education units.
CE credit is available for 6.25 continuing education hours for Massachusetts Social Workers. Please see national social work approvals for this program.
CE credit is available for 6.25 continuing education hours for Michigan Social Workers. Please see national social work approvals for this program.
PESI, Inc. is an approved provider with the State of Minnesota, Board of Social Work. Provider #: CEP-140. This course has been approved for 6.0 continuing education hours. This certificate has been issued upon successful completion of a post-test.
CE credit is available for 6.25 continuing education hours for Missouri Social Workers. Please see national social work approvals for this program.
The Montana Board of Behavioral Health no longer pre-approves any courses or sponsors. Each licensee is responsible for taking courses which contribute to their competence and directly relate to their scope of practice as defined in board statute (MAR 24-219-32). Licensees must keep CE documentation for three years in case of an audit. This intermediate level activity consists of 6.25 clock hours of instruction.
CE credit is available for 6.25 continuing education hours for Nevada Social Workers. Please see national social work approvals for this program.
CE credit is available for 6.25 continuing education hours for New Hampshire Social Workers. Please see national social work approvals for this program.
CE credit is available for 6.25 continuing education hours for New Jersey Social Workers. Please see national social work approvals for this program.
CE credit is available for 6.25 continuing education hours for New Mexico Social Workers. Please see national social work approvals for this program.
PESI, Inc. is recognized by the New York State Education Department's (NYSED) State Board for Social Work as an approved provider of continuing education for licensed social workers #SW-0008. This activity will qualify for 7.5 contact hours. Full attendance is required; no partial credits will be offered for partial attendance.
CE credit is available for 6.25 continuing education hours for North Carolina Social Workers. Please see national social work approvals for this program.
CE credit is available for 6.25 continuing education hours for North Dakota Social Workers. Please see national social work approvals for this program.
PESI, Inc. is an approved provider with the State of Ohio Counselor, Social Worker and Marriage & Family Therapist Board. Provider approval #: RCST071001. Full attendance at this course meets the qualifications for 6.25 clock hours of general continuing education credit. Tracking number: 20-TBD
CE credit is available for 6.25 continuing education hours for Oklahoma Social Workers. Please see national social work approvals for this program.
CE credit is available for 6.25 continuing education hours for Oregon Social Workers. Please see national social work approvals for this program.
The Pennsylvania State Board of Social Workers, Marriage and Family Therapists and Professional Counselors accepts many national association CE approvals, several of which PESI offers. For a full list, please see your State Board regulations at https://www.dos.pa.gov/ProfessionalLicensing/BoardsCommissions. This intermediate level activity consists of 6.25 clock hours of continuing education instruction.
CE credit is available for 6.25 continuing education hours for Rhode Island Social Workers. Please see national social work approvals for this program.
CE credit is available for 6.25 continuing education hours for South Carolina Social Workers. Please see national social work approvals for this program.
CE credit is available for 6.25 continuing education hours for South Dakota Social Workers. Please see national social work approvals for this program.
CE credit is available for 6.25 continuing education hours for Texas Social Workers. Please see national social work approvals for this program.
CE credit is available for 6.25 continuing education hours for Vermont Social Workers. Please see national social work approvals for this program.
CE credit is available for 6.25 continuing education hours for Virginia Social Workers. Please see national social work approvals for this program.
CE credit is available for 6.25 continuing education hours for Washington Social Workers. Please see national social work approvals for this program.
CE credit is available for 6.25 continuing education hours for Wisconsin Social Workers. Please see national social work approvals for this program.
This activity consists of 6.0 clock hours of continuing education instruction. Credit requirements and approvals vary per state board regulations. Please save the course outline, the certificate of completion you receive from the activity and contact your state board or organization to determine specific filing requirements.
PESI, Inc. is an approved provider by the CCAPP-EI, Provider #:OS-03-036-1025. This activity meets the qualifications for 6.0 CEHs (continuing education hours).
PESI, Inc. is an approved provider by the CADTP, Provider #: 201. This Category C activity meets the qualifications for 6.0 CEUs (continuing education hours).
Provider #120924. This course has been approved as a CCB approved training and has been awarded 6.25 hours by the Connecticut Certification Board.
CE credit is available. This course consists of 6.25 continuing education clock hours for Hawaii Certified Substance Abuse Counselors (CSAC). The State of Hawaii Department of Health Alcohol and Drug Abuse Division (ADAD), pursuant to Policy and Procedure for Obtaining ADAD Approval for Continuing Education (CEs) for Trainings, confirms acceptance of continuing education programs that offer AMA PRA Category 1 Credit™. This live activity is certified for a maximum of 6.25 AMA PRA Category 1 Credits™ by PESI as an accredited ACCME provider authorized to award credit by the AMA. PESI, Inc. is accredited by the Accreditation Council for Continuing Medical Education to provide continuing medical education for physicians.
PESI, Inc. is an Oklahoma Board of Licensed Alcohol and Drug Counselors approved provider # 20250032. This activity consists of 6.25 clock hours of continuing education instruction.
PESI, Inc. is accredited by the Accreditation Council for Continuing Medical Education (ACCME) to provide continuing medical education for physicians.
PESI, Inc. designates this live activity for a maximum of 6.0 AMA PRA Category 1 Credit(s)™. Physicians should only claim credit commensurate with the extent of their participation in the activity.
This activity qualifies for 380 continuing education minutes as required by many national, state and local licensing boards and professional organizations. Save your activity advertisement and certificate of completion, and contact your own board or organization for specific requirements.
Kristy L. Archuleta, PhD, LMFT, CFT-I™ is a professor in the financial planning program at the University of Georgia, where she holds the Betsy Barnard Sages Endowed Professorship for Financial Therapy and Financial Planning. She co-founded the Financial Therapy Association, Journal of Financial Therapy, the nation’s first academic program in financial therapy, Financial Behavior Keynote Group, and Women Managing the Farm. She has published three books and numerous scholarly, peer-reviewed articles. Dr. Archuleta serves on the board of directors for the National Association of Personal Financial Advisors, NAFPA Foundation, the Financial Therapy Clinical Institute, and two editorial review boards. When it comes to the topic of financial therapy and psychology of money, she is commonly asked to speak, is featured on podcasts and in major news outlets, and has won awards for her cutting-edge research and teaching, including FTA’s Hall of Fame Award.
For live CE credit, you must watch the live webcast in its entirety at its scheduled time and complete the CE quiz and evaluation within one week. You will have access for 90 days after the program for review.
Please note: There will be a 70-minute lunch and two 15-minute breaks; one in the morning and one in the afternoon. Lunch and break times will be announced by the speaker and at their discretion. A more detailed schedule is available upon request.
Visit our FAQ page at www.pesi.com/faq or contact us at www.pesi.com/info
The Cost of Money Anxiety
Causes and Contributors
Assessment Tools
It’s All About the Money
Treatment Strategies to Improve Clients’ Relationship with Money
Making a Living or Making a Life
Additional Clinical Issues
A Penny Saved is a Penny Earned
Satisfaction Guarantee
Your satisfaction is our goal and our guarantee. Concerns should be addressed to: PO Box 1000, Eau Claire, WI 54702-1000 or call 1-800-844-8260.
ADA Needs
We would be happy to accommodate your ADA needs; please call our Customer Service Department for more information at 1-800-844-8260.
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