ODL 292: Mental Wealth: How to Promote Mental and Financial Health & Resilience with Your Clients 

Created On: 7/29/24   Revised On: 3/31/25

Attention New Jersey Social Workers: 

This course is approved for all social workers, including New Jersey. The Board Adopted Amendments: N.J.A.C. 13:44G-6.3, 6.4, and 6.7 Content Areas for Continuing Education Credit on April 15, 2024. This updates the Board’s regulation. This amendment states that  attendance at programs or courses offered by providers approved by the Association of Social Work Boards (ASWB) are now acceptable sources of CE credit. 

At the June 12, 2024 public meeting, the Board voted to allow “any applications submitted, or audits which take place, on or after September 1, 2022” to be able “to submit CE from the sources updated in the new amendment adopted on April 15, 2024.”

For more information please refer to https://www.njconsumeraffairs.gov/sw/Pages/Additional-Information.aspx#CE

Target Audience:

This course is targeted for social workers, counselors, nurses and case managers.

Overview:

There is an intrinsic relationship between mental health and financial health, and during these times of economic uncertainty, financial stress is triggering mental health conditions such as money anxiety, depression, substance misuse, financially triggered PTSD, and suicide. 

In this innovative and informative presentation, renowned financial therapist Joyce Marter teaches various components of the psychology of money including identifying one’s money script, recognizing common money biases, and understanding how our family and cultural beliefs around money shape our financial reality. You will learn about the impact of intergenerational financial trauma, financial abuse in relationships, and how to heal money anxiety. 

Attendees discover how to promote financial health for themselves and their clients, using techniques from cognitive behavioral therapy, narrative therapy, mindfulness practices and more. Participants will leave with downloadable exercises, assessment tools, and resources to begin using with clients immediately. 

Course Objectives:

By the end of the session – the participant will be able to:

• Describe the relationship between mental health and financial health.
• Explain how self-worth is related to net worth. 
• Identify strategies to help clients heal from financial trauma, scarcity mindset, and money anxiety, and cope with financial stress. 
• Examine how to help your clients improve their financial health by using tools and techniques from CBT, narrative therapy, and mindfulness practices. 

Presenter:

Joyce Marter, LCPC, Licensed Psychotherapist, Entrepreneur, International Keynote Speaker, and Author

Joyce Marter is a licensed psychotherapist, entrepreneur, international keynote speaker, and a mental health thought leader. She founded, built, and successfully sold a multimillion-dollar mental health company. Joyce has served many leadership positions in the counseling profession including President of the Illinois Counseling Association, two terms as President of the Illinois Mental Health Counselors Association, and Chair of the Midwest Region of the American Counseling Association. She worked as adjunct faculty for The Family Institute at Northwestern University for fifteen years. She is a contributor to Psychology Today, Choosing Therapy, and more. Joyce is the author of The Financial Mindset Fix: A Mental Fitness Program for an Abundant Life, which has been published in four languages and received eight book awards. She is renown globally as a mental health thought leader specializing in the psychology of money and cultivating holistic success.  

5 CREDIT HOURS APPROVED FOR:

Social Workers
ASWB ACE – 5 CE Credits
New York State Education Department’s State Board for Social Work – 5 Contact Hours
Counselors
NBCC ACEP – 5 Contact Hours
New York State Education Department’s State Board for Mental Health Practitioners – 5 Contact Hours
Nurses
California Board of Registered Nursing – 5 Contact Hours
Case Managers
CCMC – 5 Contact Hours

Please make sure to check with your own state board to ensure the transferability of CE credit for an asynchronous course. Some state boards may place restrictions regarding the modality of training required for ethics credits to be awarded. If this training indicates ethics credits are available, please verify that your state allows them to be earned through an on-demand course format.