NEFESH: The International Network of Orthodox Mental Health Professionals
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Your Money Your Goals:
An Empowerment Toolkit (Recorded)

The Your Money, Your Goals toolkit, created by the Consumer Financial Protection Bureau is comprehensive and brings together information, tools, and links to other resources case managers and social workers can use to help clients build skills in managing money, credit, debt, and financial products. Having all these resources in one place can make it easier for you to bring financial empowerment concepts into conversations you may already be having. This can help the people you work with increase the financial stability in their lives.

 

Although, sharing this information and tools may feel like a completely different job from your current one, another thing you’re being asked to add to your workload, once you’re familiar with the resources in this toolkit, it can become natural to integrate its contents into the work you do every day.

https://nefesh.org/workshops/YourMoney2/view

Your Money Your Goals:
An Empowerment Toolkit (Recorded)

Previously Recorded

Presenter: Vanessa Bright, AFC (Accredited Financial Counselor)

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Course Length: 3 Hours

Learning Objectives:

  1. Learn how to empower clients with tools to keep track of their income and bills
  2. Learn how to empower clients to find and use resources that will help them reach their financial goals
  3. Learn how to empower clients to understand and manager their credit wisely
  4. Learn how to empower clients to create and live within a budget and also save

This workshop Offers 3 Continuing Education Credits
This webinar is recorded and will not grant live credits.

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The Your Money, Your Goals toolkit, created by the Consumer Financial Protection Bureau is comprehensive and brings together information, tools, and links to other resources case managers and social workers can use to help clients build skills in managing money, credit, debt, and financial products. Having all these resources in one place can make it easier for you to bring financial empowerment concepts into conversations you may already be having. This can help the people you work with increase the financial stability in their lives.

 

Although, sharing this information and tools may feel like a completely different job from your current one, another thing you’re being asked to add to your workload, once you’re familiar with the resources in this toolkit, it can become natural to integrate its contents into the work you do every day.

Learning Objectives:

  1. Learn how to empower clients with tools to keep track of their income and bills
  2. Learn how to empower clients to find and use resources that will help them reach their financial goals
  3. Learn how to empower clients to understand and manager their credit wisely
  4. Learn how to empower clients to create and live within a budget and also save

Agenda:

10:00 AM Welcome, Introductions, and Overview


10:30 AM Module 1: Setting goals and planning for large purchases

               Module 2: Saving for emergencies, bills, and goals

               Module 3: Tracking and managing income and benefits

               Module 4: Paying bills and other expenses

12:00 PM Module 5: Getting through the month             

              Module 6: Dealing with debt

              Module 7: Understanding credit reports and scores

              Module 8: Money services, cards, accounts, and loans, and
                              finding out what works for you

              Module 9: Protecting your money

1:00 PM  ADJOURNMENT - Final questions

              



This presentation is open to:
  • Social Workers
  • Professional Counselors
  • Therapists
  • Psychologists
  • Licensed Mental Health Practitioners
  • Other professionals interacting with populations engaged in mental health based services
Course Level: introductory
Level of Clinician: beginner
  • New practitioners who wish to gain enhanced insight surrounding the topic
  • Experienced practitioners who seek to increase and expand fundamental knowledge surrounding the subject matter
  • Advanced practitioners seeking to review concepts and reinforce practice skills and/or access additional consultation
  • Managers seeking to broaden micro and/or macro perspectives

Participants will receive their certificate electronically upon completion of the webinar and course evaluation form.


  • CE You LLC is recognized by the New York State Education Department's State Board for Social Work as an approved provider of continuing education for licensed social workers #SW-0437
  • CE You! is an approved sponsor of the Maryland Board of Social Work Examiners for continuing education credits for licensed social workers in Maryland. CE You! maintains responsibility for this program. These credits are also accepted by the Maryland Boards for Professional Counselors, Psychology, and Certification of Residential Child Care Program Professionals, and many other states and disciplines.

Refund Policy: Full Refund until 48 hours before scheduled date.
48 hours before: full refund less $5.00 processing fee. After event no refund will be given.
*exclusions apply for reasonable need and cause.