Personal Finances and Mental Health On-Demand CE Webinar for therapists, counselors, psychologists, social workers, marriage and family therapists

On-Demand: Money Matters: Personal Finances and Mental Health - 3 CEUs

To access the discount form for registering for multiple workshops or participants, please click here.

  • CE Hours Included: 3 Core (please see below for details)
  • Format: On-Demand Webinar (“Asynchronous”) ~ At your leisure to be viewed at your own pace. You may pause, rewind, and fast forward at any point during the videos. You are in complete control of how you view this workshop. It also comes with a PowerPoint and references. There is a quiz at the end to ensure viewing and required by all CE approval organizations.
  • Investment: $87 (provides lifetime access!)
    • To pay with PayPal, ACH transfer, or CashApp, please email us at [email protected] or call us at 404-913-2005. Otherwise, click below on "Enroll Now!"
  • Presented by: Traci Williams, Psy.D., ABPP, CFT-ITM (see bio below)
  • Instruction Level: Intermediate
  • Target Audience: Psychologists, Counselors, Social Workers, Marriage & Family Therapists, Psychotherapists, Other Mental Health Professionals

Educational Objectives:

In this workshop, you will learn how to:

  • Describe signs and symptoms of disordered money behavior
  • Identify correlations between personal finances and mental health across diverse populations
  • List evidence-based treatment approaches to address financial health concerns
  • Assess your own Money Script and how it affects your financial behavior

Workshop Description:

Most mental health graduate programs do not include training in assessing and treating financial health concerns. Assessing and treating clients’ financial difficulties is integral to therapeutic practice. According to APA’s Stress in America survey (2023), 77% of adults ages 35 to 44 note money as a significant source of stress. Conflicts around money are notable in distressed couples and often contribute to separation and divorce (Hill et al., 2017). Overall, socioeconomic distress is correlated with physical and mental health problems (Kivimäki, 2020). This workshop will describe assessment and evidence-based treatment approaches for general practice. The financial disparities faced by minorities will also be explored.

Presented by: Traci Williams, Psy.D., ABPP, CFT-ITM

Dr. Traci Williams is a board-certified clinical psychologist (ABPP), certified financial therapist (CFT-ITM), and assistant professor at Emory University. She has over a decade of experience assessing and treating all age groups. Dr. Traci has presented on a variety of mental health topics in professional settings, both nationally and internationally. She has been featured as an expert in several major media outlets, including TIME, The New York Times, and Forbes. She serves to improve families’ emotional, mental, and financial wellness through her private practice, Poui Consulting, and social media platform, Healthy Wealthy Roots. Dr. Traci is a proud Trinidadian who calls Atlanta her second home.

What people are saying about this workshop:

  • "Dr. Traci Williams is a delightful presenter... Engaging and knowledgeable! There is so much that I learned in this short webinar that I can use to better help my clients. I am grateful to The Knowledge Tree for offering this class on such a needed topic." - LB, LPC
  • "Great!! I will be moving forward with becoming a certified financial social worker. Thank you!" - JGS, SW
  • "Great presentation style, very interactive with questions for the audience, which helped keep me engaged!" - AG, LPC
  • "Engaged, knowledgeable, and relevant. The presenter was clear and concise, holding my attention throughout the entirety of the workshop." - MB
  • "I appreciate the authenticity and ease relating to the subject. The workshops continue to impress me how enjoyable they are. Thank you." - RH
  • "Well organized and presented." - LG, LPC

3 Core "Asynchronous" CE Clock Hours Included - Details by License Type Below:

  • PSYCHOLOGISTS: The Knowledge Tree is approved by the American Psychological Association to sponsor continuing education for psychologists. The Knowledge Tree maintains responsibility for this program and its content. For more detailed information on the current CE ruling in Georgia, or if you are licensed in another state or country, please click here.
  • COUNSELORS: The Knowledge Tree has been approved by the National Board for Certified Counselors (NBCC) as an Approved Continuing Education Provider (ACEP), ACEP No. 7153. Programs that do not qualify for NBCC credit are clearly identified. The Knowledge Tree is solely responsible for all aspects of the programs. Please click here for more detailed information.
    • Counselors Licensed in Canada: This workshop is approved for 3 credit hours through the Canadian Counseling and Psychotherapy Association (CCPA), event code: 64965864.
  • SOCIAL WORKERS: This workshop is approved for 3 core CE hours through the Georgia Society for Clinical Social Work (GSCSW), approval #111123. If you are licensed in another state or country, please click here for more detailed information.
  • MARRIAGE & FAMILY THERAPISTS: This workshop is approved for 3 core CE hours through the Georgia Association for Marriage & Family Therapy (GAMFT), approval #208-2023. If you are licensed in another state or country, please click here for more detailed information.

To view our various workshop policies, including our multi-workshop discount & refund policy, please click here.

We are an approved vendor for the U.S. Department of Veterans Affairs for easy reimbursement of educational expenses for VA employees.

Neither the Knowledge Tree nor its speakers have received any commercial support for this program or its contents and will not receive any commercial support prior to or during this program.

Get Started!

Blank Page Issues? We have received some reports about compatibility issues with our website while attempting to pay for a workshop resulting in blank pages. According to our website host, this is a known security issue with Internet Explorer (particularly when someone is about to use a credit card). Microsoft stopped supporting Internet Explorer in January 2016, and they updated it to Microsoft Edge. Our website is updated constantly to offer the highest level of security. If you experience issues while using Internet Explorer, we recommend updating your browser to Edge or using another browser (e.g., Google Chrome, Safari, or FireFox). This should fix the issue and be more secure for you in general. Or, you may always enroll another way here. We apologize for any inconvenience.


For information about our Continuing Education Workshops, please contact our Continuing Education

Workshop Coordinator at:


[email protected]