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Level Up: Helping You with Your Money, so That You Can Help Your Clients with Theirs

1.5 CE Hour

Presented By

  • Matt Morris, PhD, LPC-S, LMFT-S and Erik Garcia, CFP
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Finances are an important part of life, both for you and your clients. Family stress is often impacted or exacerbated by financial concerns, behaviors related to financial habits, and money management. Money plays a significant role in client wellbeing and family functioning. So how competent are mental health professionals at incorporating “financial counseling” into their work with clients? This workshop will help you “level up” by providing you with some foundational financial skills for assessing client financial vulnerabilities and helping clients improve their financial health.

Target Audience
  • Counselors
  • Social Workers
  • Licensed Marriage and Family Therapists

The Louisiana Counseling Association is approved by the Louisiana Licensed Professional Board of Examiners to offer continuing education for Louisiana Licensed Professional Counselors and Provisional Licensed Professional Counselors. This program meets requirements up to 1.5 continuing education clock hours for Louisiana Licensed Professional Counselors.

Social Workers

This program has been approved by the Louisiana State Board of Social Work Examiners for 1.5 Clinical continuing education credit hours for social workers through Tulane School of Social Work

Licensed Marriage and Family Therapists

This workshop has been approved by the Louisiana Association for Marriage and Family Therapy This workshop meets the requirements and has been approved for 1. 5 hours in the content area: Clinical Knowledge of Marriage and Family Therapy.

CE Policy and this educator have no conflicts of interest and have not received any commercial support for this program or its contents.
Matt Morris, PhD, LPC-S, LMFT-S and Erik Garcia, CFP

Dr. Matt Morris, LPC-S, LMFT-S, has a PhD specializing in Family Therapy from Virginia Tech. He is licensed as both a Professional Counselor (LPC) and Marriage and Family Therapist (LMFT) in Louisiana, and has more than a decade of experience in counseling families. Dr. Morris is a Board-approved supervisor to counselors and therapists, and an AAMFT Approved Supervisor. Dr. Morris is also a Professor of Counseling at The University of Holy Cross where he trains counselors, study families, read a lot, and generally has a great time doing what he loves.

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