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?
Watch 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 supported 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 – PURCHASE 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.
A small portion of the material for this CE activity was developed with limited assistance from generative AI. All AI-generated information was reviewed for accuracy by the instructor, an independent content reviewer, or PESI staff.
NOTE: Tuition includes one free CE Certificate (participant 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, and others.
Continuing Education Information: Listed below are the continuing education credit(s) currently available for this non-interactive self-study package. Program content is reviewed periodically per accrediting board rules for currency and appropriateness for credit. Credit approvals are subject to change. Please note, your licensing board dictates whether self-study is 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 purchase.
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. is approved by the Canadian Counselling and Psychotherapy Association to offer continuing education for counsellors and psychotherapists. PESI, Inc. maintains responsibility for the program. This self-study activity is approved for 6.0 credit hours.
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, 2026 - January 27, 2029. Social workers completing this course receive 6.25 Clinical continuing education credits.
Course Level: Intermediate Format: Recorded asynchronous distance. Full attendance is required; no partial credits will be offered for partial attendance.
Canadian Social Workers: Canadian provinces may accept activities offered by providers approved by the ASWB ACE program for ongoing professional development.
This self-study activity qualifies for 6.25 continuing education clock hours 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.
| File type | File name | Number of pages | |
|---|---|---|---|
| Manual - Money Anxiety (3.3 MB) | 54 Pages | Available after Purchase | |
| Manual - Money Anxiety - French (3.3 MB) | 54 Pages | Available after Purchase | |
| Manual - Money Anxiety - Italian (3.3 MB) | 54 Pages | Available after Purchase | |
| Manual - Money Anxiety - German (3.3 MB) | 54 Pages | Available after Purchase | |
| Manual - Money Anxiety - Spanish (3.3 MB) | 54 Pages | Available after Purchase |
Kristy L. Archuleta, PhD, LMFT, CFT™ 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.
Access never expires for this product.
For a more detailed outline that includes times or durations of time, if needed, please contact cepesi@pesi.com.
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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
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