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Webinar

Intervention Strategies to Support Clients in Diverse and Culturally-rooted Financial Practice Contexts

Total Credits: 3 including 3 Category I CEs

Instructor:
Jeffrey Anvari-Clark, PhD, MA, LMSW
Duration:
3 Hours 15 Minutes
Dates
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Description

Financial interdependence—rooted in mutual support and collective wellbeing—is prevalent across relationships and cultures but often misunderstood in social service settings. This workshop equips social workers with tools to recognize, assess, and navigate clients’ financial networks, where money and resources are shared within families and communities. Participants will explore how these financial ties influence eligibility, service delivery, and client stability. Topics include cultural variations in financial support, power dynamics in financial relationships, strategies for assessment and documentation, and emerging trends in digital resource sharing.  

Instructor

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

Jeffrey Anvari-Clark, PhD, MA, LMSW is currently an Assistant Professor in the Department of Social Work at the University of North Dakota. His research focuses on financial social work, the financial domain of behavioral health, and financial interdependence. Jeffrey has conducted financial education, advising, coaching, tax preparation, and eviction prevention case management. He periodically consults with Money Habitudes, LLC and conducts continuing education courses. His latest initiatives are running the Financial Interdependence Project and the associated colloquia, and his forthcoming book, Financial and Behavioral Health for Helping Professionals (under production with Springer) is due out in later 2025. His work has appeared in various media outlets including NPR, CNN, CBS Radio, The Conversation, and Fast Company, in addition to academic journals. 

Learning Objectives

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

  • Awareness: Examine how personal experiences and socialization shape perspectives on financial interdependence.   
  • Knowledge: Analyze how structural factors, cultural norms, and life course transitions influence patterns of financial interdependence.  
  • Skills: Apply culturally responsive strategies to navigate financial interdependence in social service delivery.  

Bibliography & References

BIBLIOGRAPHY & REFERENCES

7 - (Netemeyer et al., 2018) 

9 - (Anvari-Clark & Miller, 2023) 

11 - (Lample, 2009; Rusbult & Van Lange, 2008) 

12 - (Theise, 2023)  

13 - (Elder et al., 2003) 

21 - (NEFE & SurveyUSA, 2025) 

22 - (Shuman, 2025) 

27 - (LeBaron & Kelley, 2021) 

31 - (Canale et al., 2015) 

43 - (Kerbel & Consumer Financial Protection Bureau, 2019) 

 

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

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. 

Elder, G. H., Johnson, M. K., & Crosnoe, R. (2003). The emergence and development of life course theory. In J. T. Mortimer & M. J. Shanahan (Eds.), Handbook of the life course. Kluwer Academic/Plenum Publishers. 

Kerbel, S. & Consumer Financial Protection Bureau. (2019, August 29). Introducing the Money Circle Toolkit [Webinar]. FinEx Webinar. https://files.consumerfinance.gov/f/documents/20190829_cfpb_webinar_money-circle-toolkit.pdf 

Lample, P. (2009). Revelation & social reality: Learning to translate what is written into reality. Palabra Publications. https://bahai-library.com/pdf/l/lample_revelation_social_reality.pdf 

LeBaron, A. B., & Kelley, H. H. (2021). Financial socialization: A decade in review. Journal of Family and Economic Issues, 42(1), 195–206. https://doi.org/10.1007/s10834-020-09736-2 

NEFE & SurveyUSA. (2025). Multigenerational household poll analysis: Summarizing the family makeup. National Endowment for Financial Education (NEFE). https://www.nefe.org/news/2025/04/multigenerational-household-poll-analysis-summarizing-the-family-makeup 

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 

Rusbult, C. E., & Van Lange, P. A. M. (2008). Why we need Interdependence Theory. Social and Personality Psychology Compass, 2(5), 2049–2070. https://doi.org/10.1111/j.1751-9004.2008.00147.x 

Shuman, T. (2025, February 14). Family Caregiver Annual Report and Statistics. SeniorLiving.Org. https://www.seniorliving.org/research/family-caregiver-report-statistics/ 

Theise, N. (2023). Notes on complexity: A scientific theory of connection, consciousness, and being. Spiegel & Grau. 

 

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 quantity Category I Continuing Education Units for ethics/supervision/anti-oppressive social work practices. 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. 

 

ASWB Information 

University of Maryland School of Social Work Office of Continuing Professional Education, #1611, is approved as an ACE provider to offer social work continuing education by the Association of Social Work Boards (ASWB) Approved Continuing Education (ACE) program. Regulatory boards are the final authority on courses accepted for continuing education credit. ACE provider approval period: 2/11/2024-2/11/2027.  

To receive ACE credit, full attendance is required; no partial credits will be given for partial attendance. 

 

Certificate Access

To access the evaluation and certificate, click on the orange certificate button in your CPE account. Once you complete the evaluation, access to the certificate will be available.  

Live Interactive Webinars (Cat I) and Live Webinars (Cat II) - Allow up to 30 minutes post-training for attendance to be verified, then you will be able to access the evaluation and certificate. 

In Person Trainings - Please allow five (5) business days post-training for attendance to be verified, then you will be able to access the evaluation and certificate. 

 

Please refer to the tab "Live Interactive Webinar Policies & FAQs" for UMSSW Office of CPE policies regarding all live interactive webinar related matters. Contact our office at cpe@ssw.umaryland.edu for more information.  

Evaluation

Participants will have access to the evaluation after attendance has been verified. Evaluations will be available for one (1) week after the workshop has ended.  

After one (1) week, participants will no longer have access to the evaluation and will have to contact CPE about reactivation.

Target Audience

Social Workers, LCPCs, and Psychologists

We welcome anyone interested in the topic!

 

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.

Our webinar policies can be found on our website by clicking here.

Webinar Policies & FAQs

Click The Link to View The Webinar Policies & FAQs

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

 

 

Code of Conduct

The Office of Continuing Professional Education at the University of Maryland School of Social Work adheres to the NASW Code of Ethics. This policy is to ensure that the training environment for social work professionals remains respectful, productive, and conducive to learning. Disruptive behavior that interferes with the learning process, disrupts the training experience for others, or undermines the integrity of the program will not be tolerated.

 

Expectations for Participant Engagement:

In alignment with the NASW Code of Ethics and the University of Maryland Baltimore Code of Conduct, participants are expected to demonstrate professionalism, which includes respecting confidentiality, maintaining a collaborative and respectful tone, and contributing positively to the group dynamic. Disclosures made during the training (e.g., case studies or personal reflections) must be handled with care and in accordance with ethical and legal guidelines.

All participants in the training program are expected to:

  • Engage actively in the learning process and show respect for the opinions and contributions of others.
  • Demonstrate professionalism in both attitude and behavior, maintaining respect for instructors, peers, and the training environment.
  • Maintain open communication by expressing concerns or disagreements constructively and respectfully.
  • Follow the guidelines and expectations provided by instructors and facilitators.
  • Support a collaborative learning environment where all participants feel valued and safe to contribute.

 

Instructors and CPE staff reserve the right to dismiss participants who do not adhere to ethical/professional principles and standards. If removed, CEs will be adjusted to reflect the time attended, unless otherwise specified. 

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.  

Late Fees and Refunds

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

Late Fee: On November 15, 2025, 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.**  To be eligible for a refund or CPE account credit, cancellations must be made at least 24 hours before the workshop. 

For more information, please read the general policies on our website.  

 

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