Financial Health for Case Managers

Financial Health for Case Managers allows participants to deepen their understanding of financial health and financial stress. This course provides detailed information on the causes of financial stress and the subsequent physiological and behavioral responses to financial stress. Financial Health for Case Managers provides essential tools to help case managers personally and professionally in their journey to improve their financial health.

You Will Learn:

  • A foundation of knowledge on topics in the fields of Economics, Behavioral Economics, Psychology, Finance, Adult Education, Decision-Making Science and Change Theory
  • The shortcomings of SMART Goals
  • The impact of “scarcity”, tunneling, and stress as they relate to time, money, and energy
  • How to create a service plan that effectively incorporates the client’s values and needs
  • How to help clients who “have no money” work on their personal economics
  • How to use the “Asset Building Continuum” as a means to building financial and employment stability
  • The concept of internal inconsistency and its role in personal decision-making
  • The ineffectiveness of Rational Behavior Education for addressing financial and employment topics
  • The role of routines, habits, and willpower in financial behaviors
  • How to identify and address barriers to financial stability
  • Why budgets are usually ineffective and how to improve them
  • Information and tools to implement changes that improve personal financial and economic health

You Will Receive:

  • An invaluable personal and professional development opportunity
  • A certificate of course completion
  • Financial Health for Case Managers curriculum and materials
  • Bootstraps Asset Building Education curriculum and materials
  • Access to Financial Health Institute’s online library and resources
  • Quarterly Financial Health Forums to discuss implementation of curriculum and provide feedback about other information that would be helpful to support case managers
  • Continued communication and support from Financial Health Institute faculty
  • Quarterly Financial Health Institute Newsletters for Case Managers

Commitment: 16 content hours
Option for 1 Continuing Education Credit

Schedule a Live Course

For more information please contact jmclain@fhinst.com

Financial Health for Case Managers
Course Information

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