101813: Financial Social Work

About the Course:

Through the Center for Financial Social Work, Reeta Wolfsohn, founder of the Financial Social Work discipline, has certified men and women of diverse backgrounds and occupations, across the US and around the world, to help people to create sustainable, long-term financial behavioral change.
Professionals see many people who suffer hopelessness and helplessness in relation to their financial lives. Financial Social Work is all about HOPE, HELP and CHANGE. The joy, passion and excitement that Reeta has for FSW is surpassed only by the enthusiasm of FSW clients, who finally have a safe and private place, and a cost effective method for making their journey to sustainable long-term financial behavioral change and financial security.

Note: The Financial Social Work course includes five workbooks. Passing the course exam is one of the qualifications for earning certification as a Financial Social Work counselor.
The certification process provides Certified Financial Social Workers and Financial Social Work Counselors and Educators with the knowledge and skill building techniques to help clients:

• Learn how to manage their money and their lives more successfully.
  
• Change their behavior and their relationship with their money.
  
• Set and achieve goals that create more successful outcomes.
• Become more motivated, educated, inspired and empowered personally and financially.
  

• Take control of their money and gain control of their lives

  Financial Social Worker- Requires a BSW or an MSW
  Financial Social Work Counselor- Requires a degree in counseling or psychology
  Financial Social Work Educator- All others
  
  The five Financial Social Work workbooks are highly interactive, motivational, experiential, and strength-based. More details link here.
  Workbook # 1: Making the Journey to Financial Well-Being – Introduces the Financial Social Work Change Model, Five Step Success Process, and “Money Works” skills for improving financial circumstances while expanding personal awareness.
  Workbook # 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.
  Workbook # 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.
  Workbook # 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.
  Workbook # 5: Integrating Financial Social Work into Client and Organizational Work – An over view of how to integrate FSW into your organization, mission, programs and/or client work.
  
  Financial Social Work is being practiced across the United States and in other countries by men and women working with populations as diverse as the Military and Veterans and clients on Dialysis, with Cancer and with HIV-AIDS, in Branches of state and federal government, and in Criminal Justice, Domestic Violence, Adolescent Pregnancy, Foster Care, Departments of Social Services, Goodwill, United Way, Universities, Private Practice, Drug and Alcohol Rehab Programs, Not for Profits Working to End Poverty and to help clients build assets and Employee Assistance Departments (of national and international companies), etc.

  Journal/Publisher:

  Reeta Wolfsohn, CMSW

  Publication Date:

  2010

  Author

  Reeta Wolfsohn, CMSW

  About the Author:

  Reeta Wolfsohn, CMSW, is the founder of the Financial Social Work discipline.

  She is a certified social worker, therapist, author, and a nationally known motivational speaker on the topic of money from a psycho-social perspective.

  Recommended For:

  This course is recommended for health care professionals, especially psychologists, counselors, social workers, and nurses who seek knowledge about utilizing the Financial Social Work approach to help people to create sustainable, long-term financial behavioral change. In addition, passing the course exam is one of the qualifications for earning certification as a Financial Social Work counselor. It is appropriate for all levels of participants’ knowledge.

  Course Objectives:

  1. Describe the Financial Social Work Change Model and the Five Step Success Process

  2. Utilize the “Money Works” skills for improving financial circumstances while expanding personal awareness.

  3. Demonstrate understanding of debt, credit reports, FICO scores, debt to income ratio, credit counseling, bankruptcy, and other financial concepts.

  4. Demonstrate understanding of helping clients get out of debt

  5. 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.

  6. Identify the role of spending patterns, triggers, and habits, and how to help clients change these.

  7. 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.

  8. Outline effective ways to integrate Financial Social Work principles and practices into your organization, mission, programs, and/or client work.

  9. Possess a better understanding of one’s own money situation, issues, and attitudes in order to better assist clients.