Be the financial role model your clients need in order to change financial behavior for success. Become certified in Financial Social Work!
Certification in Financial Social Work provides a valuable career credential, 20 CEs from NASW, as well as original, interactive and introspective tools and activities to engage, educate, motivate and support clients with financial behavioral change. This highly experiential certification process enables students/graduates to benefit personally as well as professionally.
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, CMSW, founder of the Center for Financial Social Work and 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.
- 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.
- Know how to help clients reduce/eliminate and cope with debt.
- Outline the process, components, and importance of the Personal Saving and Spending Plan (PSSP).
- Use the PSSP to help clients to set and achieve the financial goals and priorities which result in financial stability.
- Identify the role of spending patterns, triggers, and habits; how to help clients address each.
- Be familiar with basic investment terms and choices; with 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.
The original materials in each lesson address the thoughts, feelings and attitudes about money that determine each person’s relationship with his/her money. Furthermore, a person’s relationship with his/her money, impacts how that person uses the financial tools and skills which drive financial behavior and determine financial circumstances.
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.
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.
Individual Saving and Spending Plan (ISSP)
Explores spending patterns, triggers and habits, explains why the Personal Spending and Savings (PSSP) is the foundation for financial stability; how to use the PSSP to set and to achieve financial priorities and goals.
Saving and Investing Basics
Basic investment terms and choices are covered along with an overview of an investment portfolio, insurance, estate planning, financial planning, risk tolerance and the net worth statement.
Integrating Financial Social Work into Client and Organization Work
An overview of how to integrate FSW into your organization, mission, programs and/or client work.