Principles of Financial Therapy: Engaging Couples and Families into the Conversation about Money and Emotions

October 14, 2022

The purpose of this seminar is to equip clinicians with the knowledge and skills needed to utilize principles of Financial Therapy in clinical practice. Wendy Wright, LMFT, is a Financial Therapist, trained money coach, and has developed 10 Principles of Financial Therapy© She is also a Certified Eating Disorder Specialist and author of The Intersection of Money and Milkshakes©.  Wendy will review principles in this seminar, and will utilize didactic & experiential learning to enhance participant awareness, reflection, competency, and integration.  Participants will learn how to explore the intersection of money and emotions for themselves and their clients.  Participants will learn the role of financial therapy and how to stay within the scope of practice of a therapist when discussing financial issues/impacts.

This conference is being held virtually.

Target Audience

This course is intended for MDs, LPCs, LMFTs, and LCSWs.

Learning Objectives

At the end of this session, learners should be able to:

  1. Define the differences and similarities between a financial advocate, counselor, and therapist.
  2. Learn how to assess and discuss: a) common personal blocks around money that clients experience (beliefs, family of origina patterns, trauma), b) how those blocks interact with mental health difficulties, c) the impact of these intersections on their relationships
  3. Identify and role play through some systemic interventions to address the above.     
Course summary
Available credit: 
  • 4.00 AMA PRA Category 1 Credit™
    Aurora Health Care is accredited by the Wisconsin Medical Society to provide continuing medical education for physicians. Aurora Health Care designates this activity for a maximum of 4.00 AMA PRA Category 1 Credit(s)TM. Physicians should only claim credit commensurate with the extent of their participation in the activity.
  • 4.00 Attendance
    Attendance Credit
    • 4.00 Approved AMA PRA Category 1 Credit™
Course opens: 
01/03/2022
Course expires: 
12/31/2022
Event starts: 
10/14/2022 - 12:00pm CDT
Event ends: 
10/14/2022 - 4:00pm CDT
Cost:
$100.00
Rating: 
0
Virtual
United States

Faculty

Wendy Wright, LMFT, CEDS-S, CIEC; Financial Therapy Solutions, LLC

 

Disclosure

Faculty disclosures are being reviewed and will be presented to the audience in advance of the program.

Accreditation Statement
Advocate Aurora Health is accredited by the Accreditation Council for Continuing Medical Education (ACCME) to provide continuing medical education for physicians.

Credit Designation Statement
Advocate Aurora Health designates this live activity for a maximum of 4.0 AMA PRA Category 1 credit(s)™.  Physicians should claim only the credit commensurate with the extent of their participation in the activity.

COAMFTE
The Marriage and Family Therapy Program at Family Therapy Training Institute is accredited by the Commission on Accreditation for Marriage and Family Therapy Education (COAMFTE), 112 South Alfred Street, Alexandria, Virginia 22314, (703) 838-9808, coa@aamft.org.

FTTI is an approved continuing education entity per Wisconsin Statute MPSW 19.03 1(b).

Available Credit

  • 4.00 AMA PRA Category 1 Credit™
    Aurora Health Care is accredited by the Wisconsin Medical Society to provide continuing medical education for physicians. Aurora Health Care designates this activity for a maximum of 4.00 AMA PRA Category 1 Credit(s)TM. Physicians should only claim credit commensurate with the extent of their participation in the activity.
  • 4.00 Attendance
    Attendance Credit
    • 4.00 Approved AMA PRA Category 1 Credit™

Price

Cost:
$100.00
Please login or register to take this course.

 

Please click on the options above and then click "Add to Cart".  Once added to the card the price will be adjusted to reflect the chart below. If you are an Advocate Aurora Health employee or independent provider click “Take Course”

This conference is being held virtually.  A  link to the meeting will be provided prior to the event.

Registration Fees

Non-Advocate Aurora Health provider$100.00
Student$25.00
Advocate Aurora Health employee or independent providerFree

Contact the Advocate Aurora Health CME Office at cme@aah.org if you have any questions or need assistance.

Main Session