Learning Center Blog

New Giveaway: Financial Education Support Groups Kit

To celebrate the forthcoming launch of our latest new product, The Financial Education Support Groups Kit, we are hosting another amazing free giveaway! Fill out the form to the right and enter to win one of two Financial Education Support Groups Kits!

What’s Included?

The Financial Education Support Groups Kit is filled with everything anyone needs to start and run a financial education support group. The kit consists of the new professional Financial Education Support Group Manual and the client Taking Charge Workbook Program.

The Taking Charge Workbook Program consists of five full color workbooks that include everything needed to educate, motivate, validate and support most client populations in taking greater responsibility for their personal and financial futures.

Each kit is a $300 value.

Enter Now!

We welcome both professionals and individuals who are motivated in improving their own financial literacy and that of their clients, friends, and/or family to enter! The giveaway starts right now and closes at Wednesday April 30th at 1:00 PM ET / 10:00 AM PT – an hour before our next free webinar on Financial Education Support Groups.

Financial Education Support Groups Kit


New Webinar: Engaging Clients with Financial Education Support Groups

Webinar: Engaging Clients with Financial Education Support Groups

Wednesday, April 30 at 2:00 PM ET / 11:00 AM PT

This webinar is completely free and registrants will receive a recorded video of the presentation and be entered to win one of four Financial Education Support Groups Kits!

Register Now!

The Center for Financial Social Work has a new dynamic approach for helping clients create sustainable, long-term financial behavioral change. This webinar celebrates Financial Literacy Month 2014 by introducing the “Financial Education Support Group Kit.”

This brand new tool will not only enable organizations to increase the number of clients they reach, but will change how financial literacy is delivered moving forward. Most importantly, it will help clients achieve long term personal and financial growth at the same time they are developing healthier money management skills and tools. Attend this free webinar to learn more about this powerful new resource.

Join us to learn about Financial Education Support Groups:

  • What they are.
  • How they work.
  • What they do.
  • How to start.
  • + much more

Giveaway

Four lucky registrants will each win one “Financial Education Support Groups Kit” filled with everything anyone needs to know to start and run a financial education support group. The kit consists of the new professional Financial Education Support Group Manual and the client Taking Charge Workbook Program (now downloadable and reproducible).

The Taking Charge Workbook Program consists of five full color workbooks that include everything needed to educate, motivate, validate and support most client populations in taking greater responsibility for their personal and financial futures.

Each kit is a $300 value.

Speaker

Reeta Wolfsohn, CMSW, founder of Financial Social Work (FSW) and the Center for Financial Social Work. FSW is a behavioral model which is heavily psychosocial it incorporates on-going financial education, motivation, validation and support – the essential components of change. Professionals certified in Financial Social Work work with diverse client populations across the country and around the world. Financial Social Work is now included in the Oxford Press Online Encyclopedia of Social Work.

Webinar Recording: Better Negotiating Skills for You and Your Clients

Originally recorded on Tuesday, April 8, 2014

Receive Webinar Invites by Email

EQUAL PAY DAY is the day each year that a woman must work until to earn what a man earned in the previous calendar year (i.e., it takes a woman over 15 months to earn what a man earns in 12 months).

There are many reasons for gender pay inequity. One is the reluctance to negotiate for higher earnings.

In honor of Equal Pay Day 2014 (April 8th), negotiation expert and Close the Gap App author, Lisa Gates provided the Center for Financial Social Work community with a webinar teaching how you and your clients can improve your negotiating skills by capturing your strengths and accomplishments in ways that frame your unique value.

Guest Speaker

Lisa Gates is a consultant, trainer and coach, co-founder of She Negotiates, and is committed to ending the wage and leadership gaps for women. Lisa is co-author of Close the Gap App and a frequent contributor to Forbes Woman. The work of She Negotiates has been featured on NPR and CNN, Fox News, New York Times and The Wall Street Journal, as well as online magazines such as Huffington Post, The Daily Muse, and Daily Worth.

New Webinar: Better Negotiating Skills for You and Your Clients

Webinar: Better Negotiating Skills for You and Your Clients

Tuesday, April 8 at 2:00 PM ET / 11:00 AM PT

This webinar is completely free and registrants will receive a recorded video of the presentation and be entered to win one of ten Close the Gap App invites!

Register Now!

EQUAL PAY DAY is the day each year that a woman must work until to earn what a man earned in the previous calendar year (i.e., it takes a woman over 15 months to earn what a man earns in 12 months).

There are many reasons for gender pay inequity. One is the reluctance to negotiate for higher earnings.

In honor of Equal Pay Day 2014 (April 8th), negotiation expert and Close the Gap App author, Lisa Gates is providing the Center for Financial Social Work community with a webinar teaching how you and your clients can improve your negotiating skills by capturing your strengths and accomplishments in ways that frame your unique value.

Giveaway

Close the Gap App is a powerful online tool that takes you on a guided deep dive into your career path. It’s like having your very own career or business coach on your desktop or mobile device.

Whether you want a raise or an investor, to run the PTA or for public office, the Gap App will help you define your goals, communicate your value, build your support network and negotiate your salary.

We have ten total Close the Gap App invites to giveaway. Register now to be entered to win an invite!

Guest Speaker

Lisa Gates is a consultant, trainer and coach, co-founder of She Negotiates, and is committed to ending the wage and leadership gaps for women. Lisa is co-author of Close the Gap App and a frequent contributor to Forbes Woman. The work of She Negotiates has been featured on NPR and CNN, Fox News, New York Times and The Wall Street Journal, as well as online magazines such as Huffington Post, The Daily Muse, and Daily Worth.

Webinar Recording: Clients, Credit Reports, and Credit Scores

Originally recorded on Thursday, March 20, 2014

Receive Webinar Invites by Email

The Center for Financial Social Work and Experian invite you to watch this free webinar recording to learn about the credit reporting and scoring process. Attend this webinar to better understand the credit scoring system, how to distinguish fact from fiction when it comes to credit reporting, and how to effectively address questions regarding this often misunderstood financial tool.

Credit reports and scores play a crucial role in everyone’s life (yours as much as your clients’) because they can impact the ability to get a loan, obtain mobile telephone and utility service, rent an apartment, and qualify for a job.

Guest Speaker

Rod Griffin, Director of Public Education at Experian, is responsible for Experian’s national consumer education programs and supports the company’s community involvement and corporate responsibility efforts. He speaks regularly at regional and national financial literacy events, serves as an expert spokesperson and is frequently quoted in national print, television and online media outlets.

New Webinar: Clients, Credit Reports, and Credit Scores

Webinar: Clients, Credit Reports, and Credit Scores

Thursday, March 20 at 2:00 PM ET / 11:00 AM PT

This webinar is completely free and registrants will receive a recorded video of the presentation and be entered to win a one-on-one session with a Experian Credit Educator!

Register Now!

The Center for Financial Social Work and Experian invite you to this free webinar to learn about the credit reporting and scoring process. Attend this webinar to better understand the credit scoring system, how to distinguish fact from fiction when it comes to credit reporting, and how to effectively address questions regarding this often misunderstood financial tool.

Credit reports and scores play a crucial role in everyone’s life (yours as much as your clients’) because they can impact the ability to get a loan, obtain mobile telephone and utility service, rent an apartment, and qualify for a job.

Giveaway

Experian has generously offered one webinar attendee a free one time, one-on-one telephone session with a Experian Credit Educator. During your education session you will not only receive a copy of your credit report, you will also receive:

  • Approximately 35 minutes with an Experian Credit Educator agent.
  • A detailed walk through of your credit report components.
  • Your credit score and benchmark credit scores for your region, state, and the United States.
  • An explanation of the factors contributing to your credit score.
  • Specific examples of actions that may improve your score.
  • Insight for future decisions in credit management.

Register for this webinar to enter the random drawing. Winner will be announced during the webinar.

Guest Speaker

Rod Griffin, Director of Public Education at Experian, is responsible for Experian’s national consumer education programs and supports the company’s community involvement and corporate responsibility efforts. He speaks regularly at regional and national financial literacy events, serves as an expert spokesperson and is frequently quoted in national print, television and online media outlets.

Financial Social Work in the New Oxford Encyclopedia of Social Work

"33 Books" by Robert Gaudreau (2005 oil on canvas)

“33 Books” by Robert Gaudreau (2005 oil on canvas)

The Center for Financial Social Work is proud to announce that Financial Social Work (FSW) has been added to the 2014 New Oxford Encyclopedia of Social Work. Financial Social Work, created and developed by Reeta Wolfsohn, CMSW, over the past seventeen years is an interactive, introspective behavioral model which is heavily psychosocial.

The Center has certified social workers and non-social workers across the country and around the world. Financial Social Work graduates work with a broad range of client populations. FSW students/graduates have the opportunity to improve their own financial futures as they learn how to help clients to do the same.

Reeta Wolfsohn feels a great sense of accomplishment to have her work acknowledged by the social work profession and by her colleagues. She hopes Financial Social Work will continue to help social workers and their clients to create sustainable, long-term financial behavioral change by taking control of their money and gaining control of their lives.

It is important to note that the majority of the encyclopedia article was researched and written by Dorlee Michaeli, MBA, LMSW. Dorlee has been consulting with the Center for Financial Social Work since 2012. Her knowledge, skills and talents have made an immeasurable contribution to FSW.

New eBook: Engaging Clients in Financial Goal Setting

The Center for Financial Social Work is excited to share our newest e-book with the FSW community. Creating an e-book has both time and cost factors involved so it is important to write about a topic of interest and value to readers. “Engaging Clients in Financial Goal Setting” is just such a topic. Register for our email newsletter and receive the ebook free!

Goal setting is a foundational tool for all success. Unfortunately, it is not as popular or as frequently practiced as it should be. In many ways goal setting is similar to budgeting: everyone knows they should be doing it but most people aren’t.

There are many reasons men and women don’t set goals, but the one most often shared is not knowing how to. This reason alone made writing this e-book a simple choice. It was not the only reason though. Goal setting is too valuable a skill for everyone and particularly for clients living below the poverty line and/or struggling financially to not bring it to the FSW community. This is the other reason we considered our new e-book “Engaging Clients in Financial Goal Setting” a winning choice.

This e-book is stuffed with great ideas, information and original activities and forms. Read and use it yourself and share what you learn with your clients. Your life and theirs will improve. The most successful people in the world are those who set and achieve goals. Now the new FSW e-book “Engaging Clients in Financial Goal Setting” brings you many new ways to become one of them.

It is not enough to take steps which may someday lead to a goal: each step must be itself a goal and a step likewise.” -Johann Wolfgang von Goethe

Webinar Recording: 5 Success Secrets to Client Financial Goal Setting

"Phoenix Rising" by Gem J Shimada (2006 acrylic on canvas)

“Phoenix Rising” by Gem J Shimada (2006 acrylic on canvas)


Originally recorded on Tuesday, January 21, 2014

Receive Webinar Invites by Email

Do you know the top New Year’s resolution every year? It’s improving personal financial circumstances (along with losing weight). The best way to turn resolutions into reality? Goal setting. Watch this webinar recording to understand how to both set and achieve your [and your clients'] financial goals for 2014!

Topics covered:

  • How setting goals provides opportunities.
  • How to engage clients.
  • How to set, monitor and realize goals.
  • How technology can help.
  • The 5 Success Secrets.
  • Q&A session included.

New Webinar: 5 Success Secrets to Client Financial Goal Setting

"Phoenix Rising" by Gem J Shimada (2006 acrylic on canvas)

“Phoenix Rising” by Gem J Shimada (2006 acrylic on canvas)


Tuesday, January 21, 2014

2:00 PM ET / 11:00 AM PT

Register Now!

Do you know the top New Year’s resolution every year? It’s improving personal financial circumstances (along with losing weight). The best way to turn resolutions into reality? Goal setting. Attend this webinar to understand how to both set and achieve your [and your clients'] financial goals for 2014!

Includes the new Financial Social Work Goal Setting eBook for free!

Join us to learn:

  • How setting goals provides opportunities.
  • How to engage clients.
  • How to set, monitor and realize goals.
  • How technology can help.
  • The 5 Success Secrets.
  • Q&A session included.

Note: This webinar was originally scheduled for Tuesday, January 14th, but was later rescheduled for Tuesday, January 21st due to unforeseen circumstances.