Introduction
Date Course Created: November 2025
Explore how to help couples where there has been financial betrayal and gain 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.
This is a 2.5-CE noninteractive, self-paced online video course delivered in home study format via an industry-standard online learning platform.
Agenda
00:00 – 00:33 → Introduction, Definitions, Impact and Assessment of Financial Infidelity, Upholding Agreements
00:33 – 01:00 → Exploring Traditional Views on Money, Impact of Early Life Influences, Exploring Attachment Styles
01:00 – 01:26 → Building Emotional Safety, Evaluating Severity, Developing a Plan, Emotional Regulation Techniques
01:26 – 02:03 → Recorded Interview with Dr. Byron Waller- The Impact of Financial Infidelity on Relationships
02:03 – 02:31 → Key Steps in Treating Financial Infidelity, Building Trust, Interventions, Closing Remarks
Objectives
This training will provide participants clinical knowledge and tools to:
After completing this training, participants will be able to define and identify financial betrayal.- After completing this training, participants will be able to explore the psychological and relational roots of financial secrecy.
- After completing this training, participants will be able to apply therapeutic communication tools to facilitate financial transparency.
- After completing this training, participants will be able to design step-by-step repair plans for financial trust restoration.
- After completing this training, participants will be able to assess readiness for repair vs. indicators for separation.
Target Audience:
The target audience for this course includes licensed psychologists, social workers, counselors, marriage & family therapists, and other licensed clinical mental health professionals.
Instructional Level: Intermediate
Instructor(s): Katherine Helm, PhD
Material Author(s): Katherine Helm, PhD
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 – The course is composed of a recorded presentation and written materials (e.g. a slide deck and/or other worksheets, manuals, or handouts as provided by the instructor). The slide deck and any additional worksheets or handouts (as provided by the instructor) are made available inside the Lesson module after a course is purchased.-
Delivery Method – This course is a recorded asynchronous, self-paced webinar training, and there is no access time limit or due date to complete it once enrolled. The enrolled learner will stream the recorded presentation and view the materials from their internet connected device via an industry-standard online learning platform.
CE Approvals:
National Board for Certified Counselors (NBCC)
Online CE Credits has been approved by NBCC as an Approved Continuing Education Provider, ACEP No. 6795. Programs that do not qualify for NBCC credit are clearly identified. Online CE Credits is solely responsible for all aspects of the programs.
Association of Social Work Boards (ASWB)
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, 2025 – July 23, 2028. Social workers completing this course receive 2.5 clinical continuing education credits.
Other Helpful Information:
Refund & Cancellation Policy – You may review this policy at any time by clicking here.-
Accessibility Accommodations – If you require a reasonable accommodation for any reason, please email your request to cc@onlinececredits.com.
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Course Completion Requirements – 1.) View the entire Lesson module (accessible from the main course page), to include the embedded and/or linked presentation video(s), slide deck, additional materials, and/or links to any shared video clip(s) that may have been edited from the presentation video(s) to comply with copyright laws. 2.) Click into the Quiz module accessible from either the main course page or the Lesson page and complete the Quiz with an 80% or better pass rate. 3.) Complete the Course Evaluation – you’ll be sent to the Evaluation automatically once you successfully pass the Quiz.
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Posttest Requirements – You must answer 80% or more of the Quiz questions correctly to pass. If you fail to pass the first time, you may attempt the quiz again until you are able to pass with a score of 80% or better. Quizzes are graded instantly and automatically by the learning management system once your attempt is submitted.
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Certificate of Completion – Certificates of Completion are automatically generated – downloadable from your Dashboard and emailed to you – once you view the Lesson Materials and complete the Quiz and the Course Evaluation.
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