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Live Webinar

Money Anxiety

Tools from SFBT, CBT & More for Individuals and Couples

Speaker:
Kristy L. Archuleta, PhD, LMFT, CFT-I™
Duration:
Full Day
Product Code:
LWC150531
Brochure Code:
PWZ95042
Media Type:
Live Webinar - Also available: Digital Seminar

Dates

Normal Price:      $249.99 - Now:  $49.99 - Exclusive offer when combined with this live training.
Other great resources - exclusive savings when you add now!

Description

  • Easy-to-use strategies to ease your client's money anxiety
  • Get scripts, worksheets, and interventions to help clients explore financial fear
  • Open up conversations about finances - without shame, discomfort, or judgment
  • Shift couples who fight about money from blame to shared values and repair
  • Tools to treat the emotional drivers behind impulsive spending
  • Repair damaging internalized messages like "I'm bad with money"

 

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:

  • Help clients within a solution-focused framework, whether their distress comes from intergenerational money issues, childhood poverty, or acute financial setbacks
  • Guide couples to share money goals and values with genograms that highlight roles, power dynamics, and financial decisions
  • Provide tools like a spending plan, financial ratios, and more to shift your clients away from money avoidance and shame – all within your scope of practice

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!

Credit


* Credit Note - *

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.
 


* Credit Note - ---

Earn up to 6.25 CE hours. Please see below, for more details, as credit amounts vary by state and profession. 


Social Workers - Alabama Social Workers

CE credit is available for 6.25 continuing education hours for Alabama Social Workers. Please see national social work approvals for this program.


Social Workers - Alaska Social Workers

CE credit is available for 6.25 continuing education hours for Alaska Social Workers. Please see national social work approvals for this program.


Social Workers - Arizona Social Workers

CE credit is available for 6.25 continuing education hours for Arizona Social Workers. Please see national social work approvals for this program.


Social Workers - Arkansas Social Workers

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.


Social Workers - Social Workers - National ASWB ACE

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.


Social Workers - California Social Workers

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.


Social Workers - Colorado Social Workers

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.


Social Workers - Connecticut Social Workers

CE credit is available for 6.25 continuing education hours for Connecticut Social Workers. Please see national social work approvals for this program.


Social Workers - Delaware Social Workers

CE credit is available for 6.25 continuing education hours for Delaware Social Workers. Please see national social work approvals for this program.


Social Workers - District of Columbia Social Workers

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.


Social Workers - Florida Social Workers

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.


Social Workers - Georgia Social Workers

CE credit is available for 6.25 continuing education hours for Georgia Social Workers. Please see national social work approvals for this program.


Social Workers - Hawaii Social Workers

CE credit is available for 6.25 continuing education hours for Hawaii Social Workers. Please see national social work approvals for this program.


Social Workers - Idaho Social Workers

CE credit is available for 6.25 continuing education hours for Idaho Social Workers. Please see national social work approvals for this program.


Social Workers - Illinois Social Workers

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.


Social Workers - Indiana Social Workers

CE credit is available for 6.25 continuing education hours for Indiana Social Workers. Please see national social work approvals for this program.


Social Workers - Iowa Social Workers

CE credit is available for 6.25 continuing education hours for Iowa Social Workers. Please see national social work approvals for this program.


Social Workers - Kansas Social Workers

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.


Social Workers - Kentucky Social Workers

CE credit is available for 6.25 continuing education hours for Kentucky Social Workers. Please see national social work approvals for this program.


Social Workers - Maine Social Workers

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.


Social Workers - Maryland Social Workers

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.


Social Workers - Massachusetts Social Workers

CE credit is available for 6.25 continuing education hours for Massachusetts Social Workers. Please see national social work approvals for this program.


Social Workers - Michigan Social Workers

CE credit is available for 6.25 continuing education hours for Michigan Social Workers. Please see national social work approvals for this program.


Social Workers - Minnesota Social Workers

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.


Social Workers - Missouri Social Workers

CE credit is available for 6.25 continuing education hours for Missouri Social Workers. Please see national social work approvals for this program.


Social Workers - Montana Social Workers

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.


Social Workers - Nevada Social Workers

CE credit is available for 6.25 continuing education hours for Nevada Social Workers. Please see national social work approvals for this program.

 


Social Workers - New Hampshire Social Workers

CE credit is available for 6.25 continuing education hours for New Hampshire Social Workers. Please see national social work approvals for this program.


Social Workers - New Jersey Social Workers

CE credit is available for 6.25 continuing education hours for New Jersey Social Workers. Please see national social work approvals for this program.


Social Workers - New Mexico Social Workers

CE credit is available for 6.25 continuing education hours for New Mexico Social Workers. Please see national social work approvals for this program.


Social Workers - New York Social Workers

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. 


Social Workers - North Carolina Social Workers

CE credit is available for 6.25 continuing education hours for North Carolina Social Workers. Please see national social work approvals for this program.


Social Workers - North Dakota Social Workers

CE credit is available for 6.25 continuing education hours for North Dakota Social Workers. Please see national social work approvals for this program.


Social Workers - Ohio Social Workers

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


Social Workers - Oklahoma Social Workers

CE credit is available for 6.25 continuing education hours for Oklahoma Social Workers. Please see national social work approvals for this program.


Social Workers - Oregon Social Workers

CE credit is available for 6.25 continuing education hours for Oregon Social Workers. Please see national social work approvals for this program.


Social Workers - Pennsylvania Social Workers

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.


Social Workers - Rhode Island Social Workers

CE credit is available for 6.25 continuing education hours for Rhode Island Social Workers. Please see national social work approvals for this program.


Social Workers - South Carolina Social Workers

CE credit is available for 6.25 continuing education hours for South Carolina  Social Workers. Please see national social work approvals for this program.


Social Workers - South Dakota Social Workers

CE credit is available for 6.25 continuing education hours for South Dakota Social Workers. Please see national social work approvals for this program.


Social Workers - Texas Social Workers

CE credit is available for 6.25 continuing education hours for Texas Social Workers. Please see national social work approvals for this program.


Social Workers - Vermont Social Workers

CE credit is available for 6.25 continuing education hours for Vermont Social Workers. Please see national social work approvals for this program.


Social Workers - Virginia Social Workers

CE credit is available for 6.25 continuing education hours for  Virginia Social Workers. Please see national social work approvals for this program.


Social Workers - Washington Social Workers

CE credit is available for 6.25 continuing education hours for Washington Social Workers. Please see national social work approvals for this program.


Social Workers - Wisconsin Social Workers

CE credit is available for 6.25 continuing education hours for Wisconsin Social Workers. Please see national social work approvals for this program.


Addiction Counselors - Addiction Counselors - Generic

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.


Addiction Counselors - California Alcoholism & Drug Abuse Counselors (CCAPP-EI)

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).


Addiction Counselors - California Alcoholism & Drug Abuse Counselors (CADTP)

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).


Addiction Counselors - Connecticut Addiction Counselors

Provider #120924. This course has been approved as a CCB approved training and has been awarded 6.25 hours by the Connecticut Certification Board.


Addiction Counselors - Hawaii Alcohol and Drug Abuse Counselors

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. 


Addiction Counselors - Oklahoma Alcohol & Drug Counselors

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.


Physicians - Physicians

 

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.


Other Professions

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. 



Speaker

Kristy L. Archuleta, PhD, LMFT, CFT-I™'s Profile

Kristy L. Archuleta, PhD, LMFT, CFT-I™ Related seminars and products


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.


Speaker Disclosures:
Financial: Kristy Archuleta has an employment relationship with the University of Georgia and serves as a research team member for the Family Finance Renaissance Research Retreat. She receives royalties as a published author. She has received grants from the Foundation for Financial Planning and the University of Georgia Office of Online Learning. Additionally, she receives a speaking honorarium from PESI, Inc. Kristy Archuleta has no relevant financial relationships with ineligible organizations.
Non-financial: Kristy Archuleta serves on the Board of Directors for the National Association of Personal Financial Advisors and on the Certification Committee for the Financial Therapy Association. She is a member of the National Association of Personal Financial Advisors, the American Association for Marriage and Family Therapy, the Association for Financial Counseling and Planning Education, the Financial Therapy Association, and the Financial Planning Association.


Additional Info

Access Period for Live Webcast

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.


Webcast Schedule

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.


Questions?

Visit our FAQ page at www.pesi.com/faq or contact us at www.pesi.com/info


Objectives

  1. Analyze the relationship between financial concerns and mental health issues.
  2. Assess clients’ financial stress to inform treatment interventions.
  3. Conduct cognitive restructuring centered on money-related beliefs to decrease financial stress and anxiety.
  4. Create a financial genogram to improve client understanding of the role money plays in their family relationships.
  5. Provide financial literacy psychoeducation within scope of practice.
  6. Evaluate the existing research on financial therapy interventions.

Outline

The Cost of Money Anxiety

Causes and Contributors

  • Money scripts, habitudes, disorders, and mindsets
  • Unconscious beliefs and biases
  • Scarcity mindset and history of deprivation
  • Financial socialization and shame
  • The role of poverty and chronic stressors
  • Inflation, cost of living increases, and the burden of long-term debt
  • Financial anxiety in the face of adequate finances
  • Sudden financial setbacks and acute financial stress
  • Gig economy and the changing landscape of employment
  • Intergenerational money issues

Assessment Tools

It’s All About the Money

  • The importance of a trauma-informed lens
  • How to bring up the topic of money
  • Understand clients’ money values
  • Overspending, hoarding, gambling, and other red flags
  • Financial stress and well-being scales
  • Financial genograms
  • Money in relationships – dependency and enmeshment
  • Screening for suicidality, substance misuse, sleep issues
  • Common related mental health diagnoses
  • Differential diagnosis concerns

Treatment Strategies to Improve Clients’ Relationship with Money

Making a Living or Making a Life

  • In-the-moment stress management tools for financial worry
  • Goal-setting with solution-focused interventions
  • Build confidence and motivation with scaling and small steps
  • “I’m just bad with money” – CBT for unhelpful beliefs
  • Decrease financial anxiety-related social isolation
  • Improve clients’ financial literacy
  • Teach clients to create a spending plan and track expenses
  • Strengthen clients’ knowledge about credit
  • Empower clients to know their net worth
  • Financial ratios tools for clients to self-assess financial status
  • Circular questioning to increase insight within the family system
  • Decrease family financial conflict by identifying shared goals and values
  • Guide decisions about pooled versus separate finances for couples

Additional Clinical Issues

A Penny Saved is a Penny Earned

  • Self-of-the-therapist issues
  • Manage therapist discomfort about money
  • Referral to and collaboration with financial professionals
  • Financial therapy resources
  • Emerging approaches – IFS, EFT, and more
  • Scope of practice issues
  • Cultural considerations and context
  • Limitations of the research & potential risks

Target Audience

  • Counselors
  • Addiction Counselors
  • Social Workers
  • Marriage and Family Therapists
  • Psychologists
  • Psychiatrists
  • Psychotherapists
  • Other Mental Health Professionals

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