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Webinar

F24-3001 Understanding the Financial Domain of Behavioral Health: Considerations for Clinical Practitioners

Total Credits: 3 including 3 Category I CEs

Categories:
200 Adults, Couples & Families |  3000 Financial Social Work |  700 Professional Growth & Development
Instructor:
Jeffrey Anvari-Clark, PhD, MA, LMSW
Course Levels:
Intermediate
Duration:
3 Hours 15 Minutes
Target Audience:
Social Workers, LCPCs, and Psychologists
Dates

Description

Financial concerns can have a profound impact on behavioral health, yet the financial domain is rarely addressed in clinical practice. Within social work, teaching financial content is now prescribed by CSWE, and financial issues are highlighted as part of the Grand Challenges for Social Work. According to the American Psychological Association, issues with personal finances and costs of living are the top stressors Americans face (2022). Research also suggests that financial well-being contributes as much to overall well-being as do job satisfaction, relationship support satisfaction, and health status combined (Netemeyer et al., 2018).    

In this course, attendees will be able to define the financial domain of behavioral health, learn the importance of integrating financial considerations into clinical practice, and explore the association between financial and other behavioral health domains (as pertaining to stress, anxiety, depressive disorders, money disorders, and associated substance/medication-induced symptoms). They will learn about the range of situations in which financial assessments may be used. Attendees will then practice ways to engage, assess, and intervene in cases affected by financial concerns. The session will conclude by highlighting emerging issues of which attendees should be aware. A practitioner’s toolbox of resources, referral options, assessment measures, and other materials will be provided.  

Handouts

FdBH Webinar 2024 (880 KB) Available after Purchase
Assessments Packet (3.6 MB) Available after Purchase

Instructor

Jeffrey Anvari-Clark, PhD, MA, LMSW Related Seminars and Products

Jeffrey Anvari-Clark is currently an Assistant Professor at the University of North Dakota. Among other courses, he teaches Direct Practice of Financial Social Work in both BSSW and MSW programs. He is a member of the Financial Social Work Initiative, conducts research exploring the financial domain of behavioral health and financial interdependence, and has shared his research at conferences such as Society For Social Work & Research (SSWR), Council on Social Work Education Annual Program Meeting (CSWE APM), and in peer-reviewed journals. Jeffrey has expertise in financial advising, coaching, and case management. 

Agenda & Learning Objectives

AGENDA:

1:05 pm – Log on 

1:15pm - Lecture: Understanding the financial domain of behavioral health   

2:40pm - 15 min Break 

2:55pm - Activity: Skill building with case study activity and debrief   

3:20pm - Activity: Skill building with assessments and debrief   

3:50pm - Lecture: Emerging issues, resources, Q&A   

4:30pm - END   

 

LEARNING OBJECTIVES:

Upon the completion of this workshop, participants will be able to:

  • Define the financial domain of behavioral health and its importance in a clinical practice context.    

  • Identify the potential impact of assessing one’s financial domain of behavioral health.   

  • Explain the association between financial and other behavioral health domains (as pertaining to stress, anxiety, depressive disorders, with associated substance/medication-induced symptoms, and other money disorders).    

  • List the range of situations in which financial assessments may be used.    

  • Summarize important emerging issues related to financial behavioral health.    

  • Give examples of ways to engage, assess, and intervene in cases impacted by financial concerns.    

Bibliography & References

BIBLIOGRAPHY & REFERENCES

American Psychiatric Association. (2022). Diagnostic and statistical manual of mental disorders (5th, Text Revision ed.). American Psychiatric Association. https://dsm.psychiatryonline.org/doi/book/10.1176/appi.books.9780890425787   

American Psychological Association. (2022). Stress in America: On second COVID-19 anniversary, money, inflation, war pile on to nation stuck in survival mode. Https://Www.Apa.Org. https://www.apa.org/news/press/releases/stress/2022/march-2022-survival-mode   

Anvari-Clark, J. (2022). Incorporating financial well-being into behavioral health social work education. Journal of Teaching in Social Work, 42(5), 520–537. https://doi.org/10.1080/08841233.2022.2120160   

Anvari-Clark, J., & Miller, J. (2023). Financial interdependence: A social perspective. Encyclopedia, 3(3), Article 3. https://doi.org/10.3390/encyclopedia3030072   

Anvari-Clark, J., & Rose, T. (2023). Financial behavioral health and investment risk willingness: Implications for the racial wealth gap. International Journal of Environmental Research and Public Health, 20(10), Article 10. https://doi.org/10.3390/ijerph20105835   

Archuleta, K. L., Mielitz, K. S., Jayne, D., & Le, V. (2020). Financial goal setting, financial anxiety, and solution-focused financial therapy (SFFT): A quasi-experimental outcome study. Contemporary Family Therapy, 42(1), 68–76. https://doi.org/10.1007/s10591-019-09501-0   

Callahan, C., Frey, J. J., & Imboden, R. (Eds.). (2019). The Routledge handbook on financial social work: Direct practice with vulnerable populations (1st ed.). Taylor & Francis. https://doi.org/10.4324/9781351165686   

Canale, A., Archuleta, K. L., & Klontz, B. T. (2015). Money disorders. In B. T. Klontz, S. L. Britt, & K. L. Archuleta (Eds.), Financial therapy: Theory, research, and practice (pp. 35–68). Springer.  

Compton, M. T., & Shim, R. S. (Eds.). (2015). The social determinants of mental health. American Psychiatric Publishing.  

Consumer Financial Protection Bureau. (2017). CFPB Financial well-being scale: Scale development technical report. https://www.consumerfinance.gov/data-research/research-reports/financial-well-being-scale/   

Culhane, D. P., Parker, W. D., Poppe, B., Gross, K. S., & Sykes, E. (2015, November 23). Case Study: The Arizona Evaluation Project on Homelessness. ASPE. https://aspe.hhs.gov/reports/toward-understanding-homelessness-2007-national-symposium-homelessness-research-accountability-cost-0   

Curran, M. A., Parrott, E., Ahn, S. Y., Serido, J., & Shim, S. (2018). Young adults’ life outcomes and well-being: Perceived financial socialization from parents, the romantic partner, and young adults’ own financial behaviors. Journal of Family and Economic Issues, 39(3), 445–456. https://doi.org/10.1007/s10834-018-9572-9   

Desai, A., & Gyawali, B. (2020). Financial toxicity of cancer treatment: Moving the discussion from acknowledgement of the problem to identifying solutions. EClinicalMedicine, 20(2020), 100269. https://doi.org/10.1016/j.eclinm.2020.100269   

Gaffney, A. W., Himmelstein, D. U., McCormick, D., & Woolhandler, S. (2020). Health and social precarity among Americans receiving unemployment benefits during the COVID-19 outbreak. Journal of General Internal Medicine, 35(11), 3416–3419. https://doi.org/10.1007/s11606-020-06207-0   

Hamilton, L., Choplin, V., & Paputseanos, T. (2024). From scarcity to security: Participant well-being in the first 2 years of a basic income pilot. Analyses of Social Issues and Public Policy, 24(1), 44–72. https://doi.org/10.1111/asap.12370   

Hawkins, R. L., & Kim, E. J. (2012). The socio-economic empowerment assessment: Addressing poverty and economic distress in clients. Clinical Social Work Journal, 40(2), 194–202. https://doi.org/10.1007/s10615-011-0335-4   

Heo, W., Cho, S. H., & Lee, P. (2020). APR Financial Stress Scale: Development and validation of a multidimensional measurement. Journal of Financial Therapy, 11(1). https://doi.org/10.4148/1944-9771.1216    

Hoge, G. L., Stylianou, A. M., Hetling, A., & Postmus, J. L. (2020). Developing and validating the Scale of Economic Self-Efficacy. Journal of Interpersonal Violence, 35(15–16), 3011–3033. https://doi.org/10.1177/0886260517706761   

Kahn, J. R., & Pearlin, L. I. (2006). Financial strain over the life course and health among older adults. Journal of Health and Social Behavior, 47(1), 17–31. https://doi.org/10.1177/002214650604700102   

Klontz, B. T., & Britt, S. L. (2012). How clients’ money scripts predict their financial behaviors. Financial Planning Association, 25(11), 33–43. https://www.financialplanningassociation.org/article/journal/NOV12-how-clients-money-scripts-predict-their-financial-behaviors   

Mancini, M. A. (2021). Integrated behavioral health practice. Springer International Publishing. https://doi.org/10.1007/978-3-030-59659-0   

Mitchell, J., & Shan, G. (2020). Understanding the economic behavior of the medically uninsured in the United States. Hospital Topics, 98(4), 184–194. https://doi.org/10.1080/00185868.2020.1813669   

Mullainathan, S., & Shafir, E. (2013). Scarcity: Why having too little means so much. Times Books, Henry Holt.  

Nelson, R. J., Smith, T. E., Shelton, V. M., & Richards, K. V. (2015). Three interventions for financial therapy: Fostering an examination of financial behaviors and beliefs. Journal of Financial Therapy, 6(1), 33–43. https://doi.org/10.4148/1944-9771.1058   

Netemeyer, R. G., Warmath, D., Fernandes, D., & Lynch, J. G. (2018). How am I doing? Perceived financial well-being, its potential antecedents, and its relation to overall well-being. Journal of Consumer Research, 45(1), 68–89. https://doi.org/10.1093/jcr/ucx109   

Prosperity Now. (2023, May 4). Prosperity Now Scorecard [Data base]. Scorecard.Prosperitynow.Org.  https://scorecard.prosperitynow.org/data-by-issue   

Richardson, T., Elliott, P., & Roberts, R. (2013). The relationship between personal unsecured debt and mental and physical health: A systematic review and meta-analysis. Clinical Psychology Review, 33(8), 1148–1162. https://doi.org/10.1016/j.cpr.2013.08.009   

Sages, R. A., Griesdorn, T. S., Gudmunson, C. G., & Archuleta, K. L. (2015). Assessment in financial therapy. In B. T. Klontz, S. L. Britt, & K. L. Archuleta (Eds.), Financial therapy: Theory, research, and practice (pp. 69–86). Springer.  

SAMHSA. (2022, April 14). Glossary of terms and acronyms for SAMHSA grants. U.S. Department of Health & Human Services, Substance Abuse and Mental Health Services Administration (SAMHSA). https://www.samhsa.gov/grants/grants-glossary   

Sherraden, M. (2013). Building blocks of financial capability. In J. Birkenmaier, M. Sherraden, & J. Curley (Eds.), Financial capability and asset development: Research, education, policy, and practice. (pp. 3–43). Oxford University Press.  

Solomon, S. (2022). Money Habitudes professional guide. Money Habitudes, LLC.  

Wolfsohn, R. (2021a). Financial behavior health for you and your clients [Webinar]. Center for Financial Social Work. Financial Social Work Financial Behavior Health for You and Your Clients   

Wolfsohn, R. (2021b). Financial behavioral healthTM a client necessity post-pandemic [Webinar]. Center for Financial Social Work. Financial Behavioral Health™ a Client Necessity Post-Pandemic   

Course Completion & CE Information

Category I Maryland BSWE Requirement

The Office of Continuing Professional Education at the University Of Maryland School Of Social Work is authorized by the Board of Social Work Examiners in Maryland to sponsor social work continuing education programs. This workshop qualifies for 3 Category I Continuing Education Units. The Office of Continuing Professional Education is also authorized by the Maryland Board of Psychologists and the Maryland Board of Professional Counselors to sponsor Category A continuing professional education.


Please refer to the tab "Live Interactive Webinar Policies & FAQs" for UMSSW Office of CPE policies regarding all live interactive webinar related matters.

Target Audience

Social Workers, LCPCs, and Psychologists

We welcome anyone interested in the topic!

 

Late Fees and Refunds

The base price is $70, which includes CE credit. 

Late Fee: On October 3, 2024, a non-refundable late fee of $20 is added to the base price. Late fees cannot be refunded or applied to account credit. 

Cancellations: **ALL cancellations will be subjected to a $35.00 administration fee.** Cancellations must be received 24 hours in advance prior to the workshop to receive a refund or an account credit.

Live Interactive Webinar Platforms

LIVE INTERACTIVE WEBINAR PLATFORMS

The Office of Continuing Professional Education hosts Live Interactive Webinars through Zoom. This platform offers a high quality and user-friendly webinar platform for our registrants.

System Requirements:

  • Operating Systems: Windows XP or higher; MacOS 9 or higher; Android 4.0 or higher.
  • Internet Browser: Google Chrome; Firefox 10.0 or higher.

Our system is not compatible with the Safari web browser.

  • Broadband Internet Connection: Cable, High-speed DSL and any other medium that is internet accessible.

**Please have your device charging at all times to ensure that your device does not lose power during the webinar.

 

Course Interaction Requirements:

To participate in Live Interactive Webinars, you MUST have a device that allows you to view the presentation on screen and hear the instructor at all times. We do not allow participants to call-in from their phones or mobile devices and solely listen to the presentation. Participation in Live Interactive Webinars is mandatory.

Webinar Policies & FAQs

Click The Link to View The Webinar Policies & FAQs

https://umbsswcpe.ce21.com/Page/live-interactive-webinar-procedures-policies-4129

 

 

ADA Accommodations

If you are requesting ADA accommodations, please contact our office via email at least two weeks prior to the workshop date. Requests after that date may not be fulfilled.  

Our email address is cpe@ssw.umaryland.edu.  

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