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F23-3001 Introduction to Financial Stability for Adults

Total Credits: 3 including 3 Category I CE

3000 Financial Social Work |  800 Online
Sue Rogan
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.  


Sue Rogan Related seminars and products

Sue is the Director of Strategic Partnerships at CASH Campaign of Maryland, where she leads the expansion and support of asset building coalitions and partnership development to cultivate and broaden a group of stakeholders from around the state who are committed to asset building programs, such as financial education, financial coaching, and tax preparation. She leads CASH’s efforts to provide professional development for practitioners and oversees special projects that serve unique audiences. She also serves as CASH’s representative on several state Commissions to represent the individual consumer voice and is a Board Member of Consumer Action. Sue obtained a BA in Political Science from University of Maryland Baltimore County (UMBC) and, prior to joining CASH, was an Investigator/Communications Manager with Montgomery County Office of Consumer Protection.  

Agenda & Learning Objectives


1:05 – 1:15 Log On/Registration 

1:15 - 2:30 

  • Financial Realities 

  • Role of the Practitioners 

  • Behavior Change Models 

  • Asset Continuum 

2:30 - 2:45 Break       

2:45 - 4:30 

  • Evaluating your Financial Habits & Values 

  • Setting Financial Goals 

  • Credit 101 

  • Banking 

  • Resources for practitioners 

4:30 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.

Target Audience

Social Workers, LCPCs, and Psychologists

We welcome anyone interested in the topic!


Late Fees and Refunds

Fee & Registration:

Cost is $70 and includes CE credit. Registering after 9/14/23 will incur an additional $20 late fee. Cancellations* must be received 24 hours in advance prior to the workshop to receive a refund or an account credit.


*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.

Webinar Policies & FAQs

Click The Link to View The Webinar Policies & FAQs