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Financial Social Work: Course Workbooks and Certification Exam

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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.

This course is based on the book, Financial Social Work: Course Workbooks and Certification Exam created by Reeta Wolfsohn, CMSW


Reeta Wolfsohn, CMSW

Publication Date:


Course Material Author

Reeta Wolfsohn, CMSW
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.

Reeta Wolfsohn, CMSW authored the material only, and was not involved in creating this CE course. They are identified here for your own evaluation of the relevancy of the material this course is based on.

Course Creator

Recommended For:

This course is recommended for social workers 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:

After taking this course, you should be able to:

  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.


Disclosure of Relevant Financial Relationships

Disclosure of Relevant Financial Relationships

CE Learning Systems, LLC is an independent provider of continuing medical education. CE Learning Systems, LLC has no proprietary or financial interest in medical or healthcare products over which the FDA (USA) or EMA (EU) has regulatory authority.

In accordance with our disclosure policies, CE Learning Systems, LLC is committed to ensuring balance, independence, objectivity, and scientific rigor for all accredited continuing education. These policies include assigning relevance to, and mitigating, all perceived or real conflicts of interest between any individual with control over the content and any ineligible company (commercial interest).

Any individual with control over accredited content, including planner, faculty, and reviewer, is required to globally disclose:

  1. Individual relationship(s) or lack thereof, and its nature, with any/all ineligible company, and
  2. any investigational, off-label, or non-FDA approved content or discussion

CE Learning Systems, LLC has reviewed these disclosures, assigned relevance based on the relationship and scope of content, and identified those with the potential to compromise the goals and educational integrity of the education. Relevant relationships, or lack thereof, are shared with the learner.

Education has been independently peer-reviewed to validate content, mitigate identified conflicts of interest, and ensure:

  1. All recommendations involving clinical medicine is based on evidence that is accepted within the medical profession as adequate justification for their indications and contraindications in the care of patients.
  2. All scientific research referred to, reported, or used in accredited continuing education in support or justification of a patient care recommendation conforms to the generally accepted standards of experimental design, data collection, and analysis.
  3. Content is appropriate, fair and balanced, unbiased, referenced, and non-promotional.

The planners have reported the following: There are no relevant disclosures.

Course Material Author

The authors have disclosed any disclosures within the material.

Course Creator: Max Schwanekamp
There are no relevant disclosures.
Commercial support

There is no commercial support for this distance-learning course.

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Course Number 101813
20 CE credit hours
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Exam Fee $77.61
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