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Continuing Education

Financial Wellness for Social Workers

How to Manage Your Overspending and Achieve Your Goals

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Social Work Education

About The Course

Course Title: Financial Wellness for Social Workers

Learning Method: Record asynchronous distance (non-interactive). This course includes a recorded video and access to the presented resources.

Amount of CE Credit Offered: No credits

Fees: This course is free and also included in an annual unlimited continuing education subscription available for $99/year.

Description of the Course:

Why is understanding this topic important?

1. Financial Stability and Mental Health:

Social workers often face financial challenges that can exacerbate stress and impact their mental health. By addressing overspending habits and providing debt management strategies, you will improve your financial stability, leading to better mental well-being and job satisfaction.

2. Sustainability in Social Work:

Financial wellness is crucial for the sustainability of social workers’ careers. By equipping you with the knowledge and tools to manage your finances effectively, we hope to ensure you can continue doing the work you love without the constant pressure of living paycheck to paycheck, ultimately benefiting the communities you serve.

3. Maintain Healthy Relationships:

Money fights and money problems is one of the main causes for divorce. Money expectations and norms also impact how we approach and treat our friendships, coworkers, and even strangers. By prioritizing your financial wellness, your relationships can improve both personally and professionally.

Learning Objectives:

  1. Identify the BIGGEST issue social workers are facing with effective money management: Social workers will identify how their spending behaviors are affected by the stress of their career, which will ultimately be seen in their personal finances.

  2. Understand the GOAL of effective money management, which is Financial Wellness: Social workers will bring context to WHY we should prioritize developing our personal finances.

  3. Create a REALISTIC Financial Plan: We will outline the next IMMEDIATE steps to take to make the most progress with our money to start creating a life of confidence, peach, and control over our finances and spending behaviors.

Target Audience: 

Social Workers interested in improving their financial wellness.

Instructor Bio(s): 

Alex Mitchell has been a product leader at 5+ scaling technology startups and have founded or co-founded several startups of my own, including Agents of Change with my wife Meagan Mitchell.

I’m passionate about new and emerging technologies and helping as many people as possible around the world access and utilize them effectively.

I look forward to exploring this topic together and helping you increase your financial literacy and financial confidence!

Teddy Nguyen, Founder Lion Lamb Money and Social Worker

Founded Lion Lamb Money as a mission to help combat the hopelessness people feel when it comes to personal finances.

Social Work background:

  • Homeless Services, Mental Health, and Child Welfare
  • Equipping teens and young adults for adulthood

As a financial coach, I help you:

  • STOP overspending
  • IMPLEMENT effective money skills and habits for success
  • PLAN for a life of financial freedom

Passionate about creating real, lasting life change for clients.

Course Outline:

1) Introduction to Financial Wellness for Social Workers

  • Overview of the session and speakers
  • Importance of financial wellness in the social work profession

2) Understanding Overspending

  • The impact of overspending on financial stability
  • Common financial challenges for social workers
  • Identifying and addressing spending triggers

3) Strategies for Achieving Financial Wellness

  • Creating a realistic financial plan
  • Implementing effective money management skills
  • Long-term benefits of financial planning

4) The Spending Tree Framework

  • Explanation of the Spending Tree Framework
  • Application of the framework to understand spending habits
  • Importance of addressing root causes for lasting change

5) Practical Steps and Resources

  • Immediate actions to start improving financial wellness

  • Available resources for further learning and support

  • Encouragement and motivation for social workers

Course Creation Date: 5/22/24 

Requesting Accessibility Accommodations:

Please email [email protected] to request accessibility accommodations.

System Requirements:

  • The most recent version of Google Chrome, Firefox, Safari, or Microsoft Edge browser
  • Javascript enabled
  • PDF plugin
  • Graphic and audio output capability
  • Broadband internet connection with a minimum speed of 5Mbps (recommended)
  • TLS 1.2 supported by your web browser

Please email [email protected] with any questions about the course.

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Your Continuing Education Includes

Audio + Visual Content

We design our continuing education to support all learning styles. Each topic includes engaging videos and visual slides. With your purchase, you also get access to on-the-go audio resources.

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