Therapy With Clients Experiencing Financial Stress (2 CEU's)

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Therapy With Clients Experiencing Financial Stress 2 CEUs

Overview:

Financial stress is a significant and often underaddressed factor impacting clients’ mental health, relationships, and overall functioning. Concerns related to debt, job instability, income insecurity, and financial decision-making can contribute to anxiety, depression, shame, and chronic stress. Clients experiencing financial strain may also struggle with identity, self-worth, and relational conflict, making it essential for clinicians to understand the psychological impact of financial stress beyond surface-level concerns.

In this presentation, Dr. Zairys Feliz, Ph.D., LCSW, will guide participants in understanding and effectively working with clients experiencing financial stress. Attendees will explore the emotional, cognitive, and behavioral patterns associated with financial strain, including the role of shame, avoidance, and scarcity mindset. Emphasis will be placed on differentiating financial stress from broader mental health conditions, while recognizing how the two often interact.

Participants will learn practical, evidence-informed strategies to support clients in managing financial anxiety, improving coping and decision-making, and reducing shame associated with money-related challenges. This training will equip clinicians with tools to approach financial stress with sensitivity, cultural awareness, and clinical effectiveness, while maintaining appropriate professional boundaries and scope of practice.

Objectives:

• Analyze the psychological and emotional impact of financial stress on clients.

• Identify common cognitive, behavioral, and relational patterns associated with financial strain.

• Apply evidence-informed strategies to support coping, reduce shame, and improve decision-making.

Scope and Limitations Disclosure

This course provides licensed mental health professionals with an overview of working with clients experiencing financial stress. Participants will learn to identify related psychological patterns and apply supportive, evidence-informed interventions. This training does not provide financial advice, financial planning, or certification in financial counseling, and is not a substitute for consultation with financial professionals. Attendees are expected to apply the material within their professional scope of practice, ethical guidelines, and licensure 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.