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F22-3000 Introduction to Financial Stability for Adults

Total Credits: 3 including 3 Category I CE

3000 Financial Social Work |  800 Online
Course Levels:
3 Hours 15 Minutes
Target Audience:
Social Workers, LCPCs, and Psychologists



This workshop will provide a framework for practitioners to examine the role of social workers in advancing the economic stability of individuals, families, and communities. Participants will gain a foundation in the language, theories, practice techniques, tools, and resources available to help clients build financial stability in today’s context of economic inequality and social policy landscape. Through a series of exercises and discussions, practitioners will learn how values, habits, and beliefs about money affect financial behaviors and impact client well-being. Participants will learn how to apply social work skills to identify and discuss financial issues with clients. Completing this workshop is strongly encouraged before registering for other more specialized courses in financial social work.



SARA JOHNSON Related seminars and products

Cash Campaign Of Maryland

Ms. Sara Johnson is Co-Founder and COO of the CASH Campaign of Maryland, a nonprofit that improves the financial security of low-income Marylanders. The CASH Campaign of Maryland is the result of a recent merger between the Baltimore CASH Campaign and the Maryland CASH Campaign. CASH and its statewide network of partners annually prepares 22,000 free tax returns, bringing in $30 million in tax refunds to low income taxpayers, provides free financial education and coaching to over 7,000 residents, and conducts advocacy on state and federal policies.  Ms. Johnson has over 15 years of non-profit experience in the Baltimore area. She previously served as the Director for the Baltimore CASH Campaign where she led a citywide coalition of free tax preparation and financial capacity service partners. Ms. Johnson spearheaded the launch of Seedco’s Baltimore office where she managed the local implementation their benefits access program EarnBenefits Online. Ms. Johnson also worked with the United Way of Central Maryland in the Community Impact division for Basic Needs and with the Annie E. Casey Foundation where she managed its neighborhood grants program. Ms. Johnson earned her Bachelor of Arts from Guilford College in Business Management and a Master of Social Work from the University Of Maryland School of Social Work. 

Agenda & Learning Objectives


01:15 Registration
01:15 - 02:30
  • Financial Realities
  • Role of the Practicioners
  • Behavior Change Models
  • Asset Continuum


02:30 - 02:45        

02:45 - 04:30
  • Evaluating your Financial Habits & Values
  • Setting Financial Goals
  • Credit 101
  • Banking
  • Resources for Practicioners
04:30 Questions & Adjournment


Upon the completion of this workshop, participants will be able to:
  • Restate their role in helping clients manage finances and build assets.
  • Analyze their own financial beliefs and attitudes and how they impact their work with clients regarding issues of financial stability, wealth, and asset building.
  • Apply techniques and financial concepts that can help increase the financial stability of the clients they serve.

Bibliography & References

Frey, J. J., Svoboda, D., Sander, R., Osteen, P., Callahan, C., & Elkinson, A. (2015). Social work practice with clients with financial difficulties:  Evaluation of continuing education training on financial capability. The Journal of Social Work Education. 51(3).

Imboden, R., Frey, J., & Callahan, C. (under review). Workplace financial education for low-to-moderate income hospital employees. Online Journal for Workforce Development and Education.

Sherraden, M.S., Birkenmaier, J., & Collins, J.M. (2018). Financial capability and asset building in vulnerable households:  theory and practice. New York:  Oxford University Press.

Sherraden, M.S., Frey, J.J., & Birkenmaier, J. (2016). Financial social work (Chapter 10). In J. J. Xiao (Ed.). Handbook of Consumer Finance (2nd ed.) (pp. 115-130). New York: Springer.

Course Completion & CE Information

Category I Maryland BSWE Requirement

The Office of Continuing Professional Education at the University Of Maryland School Of Social Work is authorized by the Board of Social Work Examiners in Maryland to sponsor social work continuing education programs. This workshop qualifies for {3} Category I Continuing Education Units. The Office of Continuing Professional Education is also authorized by the Maryland Board of Psychologists and the Maryland Board of Professional Counselors to sponsor Category A continuing professional education.


Please refer to the tab "Live Interactive Webinar Policies & FAQs" for UMSSW Office of CPE policies regarding all live interactive webinar related matters.

Late Fees and Refunds

Fee & Registration:

Cost is $70 and includes CE credit.

*Cancellations must be received 24 hours in advance prior to the live interactive webinar to receive a refund or a credit letter.


*All cancellations will be subjected to a $35.00 administration fee

Live Interactive Webinar Platforms



The Office of Continuing Professional Education hosts Live Interactive Webinars through two platforms: Zoom and WebEx.

Both platforms offer high quality and user-friendly webinar platforms for our registrants.


System Requirements:

  • Operating Systems: Windows XP or higher; MacOS 9 or higher; Android 4.0 or higher.
  • Internet Browser: Google Chrome; Firefox 10.0 or higher.

Our system is not compatible with the Safari web browser.

  • Broadband Internet Connection: Cable, High-speed DSL and any other medium that is internet accessible.

**Please have your device charging at all times to ensure that your device does not lose power during the webinar.


Course Interaction Requirements:

To participate in Live Interactive Webinars, you MUST have a device that allows you to view the presentation on screen and hear the instructor at all times. We do not allow participants to call-in from their phones or mobile devices and solely listen to the presentation. Participation in Live Interactive Webinars is mandatory.



Target Audience

Social Workers, LCPCs, and Psychologists

All those interested in Topic Welcomed