Financial Therapy 101: How to Talk to Your Clients About Money

1 CE Credit — General

Financial therapy is an emerging interdisciplinary specialty that integrates evidence-informed mental health practices with financial knowledge to help people improve their relationship with money and make healthier financial decisions. This continuing education course introduces participants to the foundations of financial therapy, including its history, scope of practice, ethical considerations, and growing role within behavioral health. 
Target Audience: Social workers and mental health professionals
Course Format: 1-hour, recorded asynchronous distance course
Content Level: Beginner
Date updated: September 26th, 2026

Course Learning Objectives

  • Define financial therapy and describe the nuances of financial therapy as an emerging interdisciplinary field.

  • Explain at least three ways financial stress, money beliefs, and financial behaviors can influence mental health, physical health, relationships, and overall well-being.

  • Identify opportunities to integrate money-related conversations into clinical practice using existing therapeutic skills, and distinguish when ethical boundaries, scope of competence, or client needs indicate referral to another professional.

About the Instructor

About the Instructor

Lindsay Bryan-Podvin, LMSW

Instructor Name Here

Lindsay Bryan-Podvin, LMSW, is a financial therapist, author, speaker, and founder of the financial wellness business Mind Money Balance. She helps individuals, entrepreneurs, and organizations understand the emotional side of money so they can make confident, sustainable, and values-aligned financial decisions.

Known for her warm, down-to-earth approach, Lindsay combines financial psychology, sociology, behavioral science, and practical money strategies to help people stop tracking and start living. Her work has appeared in Vox, CNN, Real Simple, CNBC, NPR, and HuffPost, where she advocates for a more inclusive approach to financial wellness. She's a proud Michigander and lives with her partner and their dog in Ann Arbor, happily exploring all the state has to offer.

Ways to Listen to the Episode

Tune in to the full podcast episode on your favorite platform (or listen inside the course), then return to this site to complete the post-test and evaluation to earn your CE credit.
Social Work to Wealth, 2807, is approved as an ACE provider to offer social work continuing education by the Association of Social Work Boards (ASWB) Approved Continuing Education (ACE) program. Regulatory boards are the final authority on courses accepted for continuing education credit. ACE provider approval period: 4/14/26 - 4/14/27. Podcast episodes eligible for CE credit will be clearly marked.
Social Work to Wealth has been approved by NBCC as an Approved Continuing Education Provider, ACEP No. 8078. Programs that do not qualify for NBCC credit are clearly identified. Social Work to Wealth is solely responsible for all aspects of the programs.

Additional Course Information

Agenda (60 Minutes)

0:00–1:00 Instruction (60 minutes, uninterrupted)

Total CE Credit: 1 hour of content; breaks are not included.

Delivery Method & System Requirements

This course is delivered as an asynchronous, non-interactive recorded audio program. Learners will need a stable internet connection, an audio-capable device, and an updated web browser compatible with LearnWorlds.

Completion Requirements

To receive CE credit, learners must:

  • Complete the full audio course
  • Achieve a minimum score of 70% on the posttest. You may take the posttest up to three times.
  • Complete the course evaluation form

Certificate Issuance

Certificates are available to be downloaded from the learning platform immediately upon successful completion of both the posttest and the course evaluation.

Conflict of Interest Statement

The presenter reports no conflicts of interest and no commercial support influenced the content of this course.

Accessibility & Support

To request accommodations under the ADA or for support, please contact: 
info@socialworktowealth.com
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