Skip to main content

Financial Social Work: Course Workbooks and Certification Exam

To help ensure your CEs are relevant to your practice, we regularly retire courses that are no longer current. This course has been retired. It is no longer available.

We add new courses all the time. Try these categories:

About the Course:

Through the Center for Financial Social Work, Reeta Wolfsohn, founder of the Financial Social Work discipline, has certified men and women of diverse backgrounds and occupations, across the US and around the world, to help people to create sustainable, long-term financial behavioral change.
Professionals see many people who suffer hopelessness and helplessness in relation to their financial lives. Financial Social Work is all about HOPE, HELP and CHANGE. The joy, passion and excitement that Reeta has for FSW is surpassed only by the enthusiasm of FSW clients, who finally have a safe and private place, and a cost effective method for making their journey to sustainable long-term financial behavioral change and financial security.

Note: The Financial Social Work course includes five workbooks. Passing the course exam is one of the qualifications for earning certification as a Financial Social Work counselor.
The certification process provides Certified Financial Social Workers and Financial Social Work Counselors and Educators with the knowledge and skill building techniques to help clients:
  • Learn how to manage their money and their lives more successfully.
  • Change their behavior and their relationship with their money.
  • Set and achieve goals that create more successful outcomes.
  • Become more motivated, educated, inspired and empowered personally and financially.
  • Take control of their money and gain control of their lives

Financial Social Worker- Requires a BSW or an MSW
Financial Social Work Counselor- Requires a degree in counseling or psychology
Financial Social Work Educator- All others

The five Financial Social Work workbooks are highly interactive, motivational, experiential, and strength-based. More details link here.
Workbook # 1: Making the Journey to Financial Well-Being – Introduces the Financial Social Work Change Model, Five Step Success Process, and “Money Works” skills for improving financial circumstances while expanding personal awareness.
Workbook # 2: Credit and Debt Basics – Provides an in-depth overview of debt and explains good and bad debt, credit reports, FICO scores, debt to income ratio, credit counseling, bankruptcy and more.
Workbook # 3: Individual Saving and Spending Plan (ISSP) – Explores spending patterns, triggers and habits, explains why the ISSP is the foundation for financial security and how to use the ISSP to set and to achieve financial priorities and goals.
Workbook # 4: Saving and Investing Basics – Basic investment terms and choices are covered and an overview of an investment portfolio, insurance, estate planning, financial planning, risk tolerance and the net worth statement are included.
Workbook # 5: Integrating Financial Social Work into Client and Organizational Work – An over view of how to integrate FSW into your organization, mission, programs and/or client work.

Financial Social Work is being practiced across the United States and in other countries by men and women working with populations as diverse as the Military and Veterans and clients on Dialysis, with Cancer and with HIV-AIDS, in Branches of state and federal government, and in Criminal Justice, Domestic Violence, Adolescent Pregnancy, Foster Care, Departments of Social Services, Goodwill, United Way, Universities, Private Practice, Drug and Alcohol Rehab Programs, Not for Profits Working to End Poverty and to help clients build assets and Employee Assistance Departments (of national and international companies), etc.

This course is based on the book, Financial Social Work: Course Workbooks and Certification Exam created by Reeta Wolfsohn, CMSW


Reeta Wolfsohn, CMSW

Publication Date:


Course Material Author

Reeta Wolfsohn, CMSW

Reeta Wolfsohn, CMSW, is the founder of the Financial Social Work discipline.

She is a certified social worker, therapist, author, and a nationally known motivational speaker on the topic of money from a psycho-social perspective.

Course Creator

Max Schwanekamp

Recommended For:

This course is recommended for social workers who seek knowledge about utilizing the Financial Social Work approach to help people to create sustainable, long-term financial behavioral change. In addition, passing the course exam is one of the qualifications for earning certification as a Financial Social Work counselor. It is appropriate for all levels of participants’ knowledge.

Course Objectives:

  1. Describe the Financial Social Work Change Model and the Five Step Success Process

  2. Utilize the “Money Works” skills for improving financial circumstances while expanding personal awareness.

  3. Demonstrate understanding of debt, credit reports, FICO scores, debt to income ratio, credit counseling, bankruptcy, and other financial concepts.

  4. Demonstrate understanding of helping clients get out of debt

  5. Outline the process, components, and importance of the Individual Saving and Spending Plan. Demonstrate understanding of the ISSP’s relation to setting and achieving financial goals and priorities and ultimately to financial security.

  6. Identify the role of spending patterns, triggers, and habits, and how to help clients change these.

  7. Demonstrate an understanding of basic investment terms and choices and of investment portfolios, insurance, estate planning, financial planning, risk tolerance, and the net worth statement.

  8. Outline effective ways to integrate Financial Social Work principles and practices into your organization, mission, programs, and/or client work.

  9. Possess a better understanding of one’s own money situation, issues, and attitudes in order to better assist clients.

Use our CE Approvals tool to look up your state requirements and how Addiction Counselor CE can help you meet them, or log in to your member account to show approvals relevant to your licensure.

American Academy of Health Care Providers in the Addictive Disorders (AAHCPAD)

20 CE credit hours

More Info

American Psychological Association (APA)

20 CE credit hours

CE Learning Systems is approved by the American Psychological Association to sponsor continuing education for psychologists. CE Learning Systems maintains responsibility for this program and its content.

More Info

NAADAC, the Association for Addiction Professionals (NAADAC)

20 CE credit hours

This course has been approved by CE Learning Systems, service provider of Addiction Counselor CE, as a NAADAC Approved Education Provider, for educational credits. NAADAC Provider #107243, CE Learning Systems is responsible for all aspects of their programming.

More Info

National Association of School Psychologists (NASP)

20 CPD hours

More Info

FSW Course Materials

This contains all five Financial Social Work workbooks required for the certification and CE exam. When you are ready to take the exam, click the course link above, and then the Take Exam button on the course page.

This material is available to purchase for $349. For your convenience, Addiction Counselor CE has arranged with to make it available for purchase right here. » More info

Exam Questions

All exam questions for the course are visible on this page for members of Addiction Counselor CE.

Membership is free, and you can sign up today! You'll only pay when you're ready to purchase a course.

If you're already a member, please log in to see the exam questions for this and all other courses.

Course Number 101813
20 credit hours
Log in for credit hours relevant to your licensure.

  • Book
Exam Fee: No Longer Available
4.22 out of 5
9 members have taken this course


  • Is this course approved for my continuing education requirements?

    Yes, most likely. Look Up Your State Board for more detailed information. Logged-in site members will see the relevant approval information displayed in the Approvals tab for every course.

  • Do you have special accommodations for my disability (ADA)?

    Please contact us! We would be happy to accommodate your needs right away, and your input will help us make Addiction Counselor CE more accessible for future users too.

  • How do I enroll in this course?

    Use the Enroll In This Course button and just follow the instructions! You don't pay anything until you're ready to take an exam.

  • What do I have to do to complete the course?

    To complete the course, review the course objectives, then review the material, and then pass the exam with a score of 75% or greater and lastly complete an evaluation.

  • How do I access the materials?

    Most of our courses are based on online articles available for free to the public. Some courses, such as those based on books, require that you purchase the material. Use the Course Materials tab above for more info. You don't need to enroll in the course to access materials, whether free or paid. So you always know what you're getting into before you commit to taking the course.

  • How do I get my certificate?

    Your certificate will be available to download or email immediately when you pass the course exam and complete the evaluation.

  • Can I contact you for more help?

    Yes! Use the Help widget at the bottom-right of the screen anywhere on Addiction Counselor CE to search our help docs, or to ask our support team for help.

Try a free CE course.

Get started by trying a free course of your choice. No payment info required!

Sign Up Free
Abstract image of people, a PC and books