Private Practice Foundations for Clinicians (3 CEU's)

PRACTICE, SUPERVISION & PROFESSIONAL GROWTH

Private Practice Foundations for Clinicians 3 CEUs

Overview:

Transitioning into private practice is a significant step in a clinician’s career, requiring not only strong clinical skills but also an understanding of business operations, legal and ethical responsibilities, and sustainable practice management. Many clinicians enter private practice feeling unprepared for the realities of running a business, including setting fees, managing finances, marketing services, and maintaining consistent client flow. Without a solid foundation, clinicians may experience financial instability, burnout, or ethical challenges.

In this presentation, Dr. Zairys Feliz, Ph.D., LCSW, will guide participants through the essential components of building and maintaining a successful private practice. Attendees will explore key areas including business structure, financial planning, marketing strategies, documentation, and ethical considerations specific to private practice settings. Emphasis will be placed on bridging the gap between clinical training and business competence, helping clinicians develop both confidence and clarity in their practice operations.

Participants will learn practical, evidence-informed strategies to establish a sustainable private practice, attract and retain clients, and manage the day-to-day responsibilities of running a business. This training will equip clinicians with the tools needed to build a practice that is both clinically effective and financially viable.

Objectives:

• Analyze the foundational components of establishing and managing a private practice.

• Identify key financial, marketing, and operational considerations for sustainability.

• Apply practical strategies to build, grow, and maintain an ethical and effective private practice.

Scope and Limitations Disclosure

This course provides licensed mental health professionals with an overview of private practice foundations, including business, financial, and operational considerations. Participants will learn general strategies to support practice development and sustainability. This training does not provide legal, tax, or financial advice and is not a substitute for consultation with licensed professionals such as attorneys or accountants. Attendees are expected to apply the material within their professional scope of practice, ethical guidelines, and jurisdictional requirements.

Financial and Commercial Disclosure

The presenter has no relevant financial relationships or conflicts of interest to disclose. Any references to therapeutic models, interventions, or resources are provided solely for educational purposes. Participants are not required to purchase any additional materials to complete this course.

Refund Policy – Pre-Recorded (Self-Study) CE Courses

All purchases of pre-recorded (self-study) CE courses are subject to this refund policy. By enrolling, you agree to these terms. Participants who have not accessed any portion of the course may request a full refund within 7 days of purchase. Once a course has been accessed, streamed, or downloaded, refunds are no longer available due to immediate access to course materials. Refunds will also not be issued to participants who do not complete the course, fail the required post-test, or do not meet participation requirements, as certificates are only awarded upon successful completion. If you experience verified technical issues that prevent access, we will make reasonable efforts to resolve the problem; if it cannot be resolved, a full or partial refund may be issued. If you believe the course did not meet its stated learning objectives, you may submit a written complaint within 7 days of completion for review, and a partial or full refund may be granted at our discretion. All course purchases are non-transferable and may not be shared, resold, or assigned to another individual.