Course curriculum

  • 1

    Introducing the Presenters

    • Course Description
  • 2

    Introduction

    • History of the Five Step Model

    • Section One: Integrated Theory

    • Therapy Models in the Five Steps

    • Financial freedom
  • 3

    Section Two

    • Section Two: Explanation of theories

    • Acceptance and Commitment Therapy (ACT)

    • Cognitive-Behavioral Therapy

    • Emotion-Focused Therapy

    • Family Systems

    • Narrative Therapy
  • 4

    Section Two: Clinical Techniques

    • Overview of Financial Techniques

    • Acceptance and Commitment Sequence

    • Acceptance and Defusion

    • Boundary Making

    • Differentiation

    • Effective Use of Triangles

    • Exceptions Sequence

    • Externalization of negative experiences

    • Financial Infidelity

    • Go Slow

    • Irrational Beliefs

    • Miracles and Questions

    • Narratives About Money

    • Playing the Ambivalence

    • Reframing

    • Scaling

    • Self-Management

    • Symptoms Serve a Purpose

    • Think Small

    • What are Your Values?
  • 5

    Step One: Session One

    • Strengths and Limitations of Financial Therapy

    • Purpose

    • Precontemplative Stage of Readiness Handout

    • Setting Personal Finance Goals Worksheet

    • Wants Financial Prioritization Worksheet
  • 6

    Step Two; Session Two (NEED)

    • Objectives

    • Session Two Introduction

    • Contemplative Stage of Readiness Worksheet

    • Financial Genograms Worksheet

    • Example of Genogram

    • Legend of the Financial Genogram

    • Your Financial Genogram

    • Needs Financial Priority Worksheet

    • Combined Prioritization Worksheet
  • 7

    Step Two; Session Three

    • Purpose

    • Your Personal Heuristics Worksheet

    • Pause, Plan, and Purchase Worksheet

    • Language of Money Worksheet
  • 8

    Step Three: Session Four

    • Objectives

    • Preparation Stage of Readiness Worksheet

    • Mapping the Financial Landscape Worksheet

    • Challenge Question Worksheet
  • 9

    Step Three; Session Five

    • Session Five Introduction

    • Current Budget Worksheet

    • The budget doesn't seem to add up

    • The Financial Mirror Worksheet

    • Homework
  • 10

    Step Four: DO

    • Case Example
  • 11

    Step Four; Session Six

    • Objectives

    • Action Stage of Readiness Worksheet

    • Action Stage: “Go” Worksheet

    • Creating and Using Budgets Handout

    • Blackline Budget Priorities Worksheet

    • Did my dog eat my money?

    • Track It Now Worksheet

    • Homework
  • 12

    Step Five; PLAN

    • Objectives

    • Purpose
  • 13

    Step Five; Session Seven

    • Materials Provided

    • Purpose of Session Seven

    • Outline of Session Seven

    • next
  • 14

    Final Thoughts

    • Financial therapy is just a process