This 3-hour training will explore how to help couples where there has been financial betrayal. This workshop will provide participants with a theoretical framework to understand couples’ financial struggles. Clinicians will learn how to identify financial betrayal, assess the damage done to the couple’s relationship, explore the interpersonal values behind money issues that often get missed, and help couples rebuild trust and understanding with one another. Clinicians will learn specific tools to help their couples talk about financial issues openly and honestly in supportive ways that strengthen their relationship.

In addition to foundational skills, this training will guide clinicians in designing step-by-step repair plans tailored to each couple’s needs- incorporating financial disclosures, trust-building rituals, accountability systems, and appropriate referrals. Participants will also learn how to assess a couple’s readiness for repair versus signs that deeper abusive dynamics may require a different clinical response. By the end of the training, clinicians will be equipped to support couples through the complex process of healing financial betrayal with clarity, compassion, and confidence.

Participants will leave this workshop having the strategies to understand couples’ financial struggles on a deeper level and to assist their couples in understanding their financial betrayal issues as a breach of trust and emotional intimacy.

Attendance and Location Details

Date and Time

**This is a 3-CE online seminar delivered virtually in real-time via an industry-standard webinar platform**

Friday, October 17, 2025

10:00am – 1:00pm CST / 11:00am – 2:00pm EST / 8:00am – 11:00am PST

*Live Webinar Attendees: Zoom link and course materials will be made available to you 24-48 hours prior to event date

Agenda:

10:00am – 10:10am: Introduction
10:10am – 10:35am: Theoretical overview
10:35am – 10:50am: Value-systems around finances
10:50am – 11:10am: Types of financial betrayal
11:10am – 11:30am: Relational and psychological roots of financial secrecy
11:30am – 11:50am: Communication tools to facilitate financial transparency
11:50am – 12:10pm: Financial trust restoration
12:10pm – 12:20pm: Assessment in financial betrayal
12:20pm – 12:45pm: Recorded role play of couple discussing financial betrayal
12:45pm – 12:55pm: Process role play
12:55pm – 01:00pm: Conclusion

Objectives:

This training will provide participants clinical knowledge and tools to:

a). After completing this training, participants will be able to define and identify financial betrayal.

b). After completing this training, participants will be able to explore the psychological and relational roots of financial secrecy.

c). After completing this training, participants will be able to apply therapeutic communication tools to facilitate financial transparency.

d). After completing this training, participants will be able to design step-by-step repair plans for financial trust restoration.

e). After completing this training, participants will be able to assess readiness for repair vs. indicators for separation.

Target Audience:

Mental Health Clinicians & Therapists, Social Workers, Psychologists, Marriage & Family Therapists, Counselors, School Personnel, Youth Development Workers; Healthcare Workers

Instructional Level: Intermediate

Instructor(s): Katherine Helm, PhD

Material Author(s): Katherine Helm, PhD

Katherine Helm, PhD is a Professor of Psychology and Director of Graduate Programs in Counseling at Lewis University, Romeoville, IL. She is also a practicing psychologist in part-time private where she sees individuals and couples. Katherine has authored several publications about racial and cultural issues in mental health, couples’ issues, and pedagogy in multicultural courses and has an extensive background facilitating counselor trainings. Katherine has had several media appearances on radio and video and is a TEDx speaker. She is a sought-after author, presenter, public speaker, professional trainer, and clinical supervisor.

For additional information about this course, the instructors, or the material authors, please contact Content Assistance at content@onlinececredits.com.

Course Materials & Delivery Method:

• Course Materials (including the link to view the scheduled live webinar) are made available to all registered attendees 24-48 hours before the event start time. 
• This training is interactive and provides opportunities to ask direct questions to the trainer as well as request immediate help from staff if needed. The attendee will view the presentation in real-time from their connected device via an industry-standard internet webinar platform.

CE Approvals:

Online CE Credits has been approved by NBCC as an Approved Continuing Education Provider, ACEP No. 6795. Programs that do not quality for NBCC credit are clearly identified. Online CE Credits is solely responsible for all aspects of the programs.

Mind Works Professional Education, Inc. DBA Online CE Credits, #1974, is approved as an ACE provider to offer social work continuing education by the Association of Social Work Boards (ASWB) Approved Continuing Education (ACE) program. Regulatory boards are the final authority on courses accepted for continuing education credit. ACE provider approval period: July 23, 2024 – July 23, 2025. Social workers completing this course receive 3 clinical continuing education credits.

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