Financial Social Work Certification

Help others achieve long-term financial behavioral change and financial security with the help of a Financial Social Work Certification. There are staggering numbers of individuals who suffer from hopelessness and helplessness as a result of uncontrollable debt and their relationship with their finances. With the knowledge and skills you gain from the Financial Social Work course, you can bring hope, help and change to those struggling financially.

Reeta Wolfson, founder of the Financial Social Work discipline, devoted over fifteen years of her professional life creating this certification which features a unique behavioral approach to financial change and financial empowerment. Her passion and excitement for the subject, and even more so for the individuals whose lives are changed, is evident to students of this self-study course. If you want to help people create financial security for themselves and their families, then Reeta’s Financial Social Work Certification is the place to start.

When you graduate from this course, you will have all the tools needed to impart financial knowledge to your clients. You will understand how to provide practical, sustainable skills for controlling and managing finances. But most importantly, you will have the education and training to create real behavioral change in your clients. The financial knowledge and skills you pass along will enhance self-esteem, self-confidence and self-awareness. To put it as simple as possible, with the help of the Financial Social Work Certification, you will truly change lives.

Course Objectives

• Describe the Financial Social Work Change Model and the Five Step Success Process
• Utilize the “Money Works” skills for improving financial circumstances while expanding personal awareness.
• Demonstrate understanding of debt, credit reports, FICO scores, debt to income ratio, credit counseling, bankruptcy, and other financial concepts.
• Demonstrate understanding of helping clients get out of debt
• Outline the process, components, and importance of the Individual Saving and Spending Plan. Demonstrate understanding of the ISSP’s relation to setting and achieving financial goals and priorities and ultimately to financial security.
• Identify the role of spending patterns, triggers, and habits, and how to help clients change these.
• Demonstrate an understanding of basic investment terms and choices and of investment portfolios, insurance, estate planning, financial planning, risk tolerance, and the net worth statement.
• Outline effective ways to integrate Financial Social Work principles and practices into your organization, mission, programs, and/or client work.
• Possess a better understanding of one’s own money situation, issues, and attitudes in order to better assist clients.

Lessons

• Lesson 1 Making the Journey to Financial Well-Being
• Introduces the Financial Social Work Change Model, 5 Step Success Process, and “Money Works” skills for improving financial circumstances while expanding personal awareness.
• Lesson 2: Credit and Debt Basics
• Provides an in-depth overview of debt and explains good and bad debt, credit reports, FICO scores, debt to income ratio, credit counseling, bankruptcy and more.
• Lesson 3: Individual Saving and Spending Plan (ISSP)
• Explores spending patterns, triggers and habits, explains why the ISSP is the foundation for financial security and how to use the ISSP to set and to achieve financial priorities and goals.
• Lesson 4: Saving and Investing Basics
• Basic investment terms and choices are covered and an overview of an investment portfolio, insurance, estate planning, financial planning, risk tolerance and the net worth statement are included.
• Lesson 5: Integrating Financial Social Work into Client and Organization Work
• An over view of how to integrate FSW into your organization, mission, programs and/or client work.
• Certification Exam
• The purpose of the exam is to gauge your understanding of what Financial Social Work is and how it is meant to be practiced. Additionally, its goal is to make certain you have acquired the basic financial knowledge to help clients to become more money-wise and to make more knowledge based financial choices.