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!
All members of the PESI, Inc. planning committee have provided disclosures of financial relationships with ineligible organizations and any relevant non-financial relationships prior to planning content for this activity. None of the committee members had relevant financial relationships with ineligible companies or other potentially biasing relationships to disclose to learners. For speaker disclosures, please see the faculty biography.
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 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 licensing board's 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 jurisdiction and profession.
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.
This activity qualifies for 380 continuing education minutes as required by many national 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 https://www.pesicanada.ca/faq or contact us at https://www.pesicanada.ca/contact-us.
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 info@pesicanada.com.
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