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Self-Study

Introduction to Financial Social Work: Micro, Mezzo, and Macro Practice


Credit Available - See CEs/Contact Hours tab below.

Average Rating:
   16
Categories:
Professional Development |  Solution Focused
Trainer:
Dr. Matthew L. Schwartz, DSW, LCSW, MBA, CFSW
Course Levels:
Beginning, Intermediate, and Advanced
Duration:
1 Hour 48 Minutes
Format:
Audio and Video
Original Recording Date:
Oct 11, 2023



Description

Course Format

Recorded webinar.


This workshop will focus on introducing social workers, clinical social workers, case managers, licensed mental health counselors, and others in the behavioral health/helping professions to the sub-discipline of Financial Social Work. Participants will learn about the profession, its history and roots, as well as the theoretical framework that underpins the profession. Participants will also learn how to assess clients for a referral to a Financial Social Worker, how to make the referral, as well as what resources exist locally and in the greater New York Area for their clients. Additionally, the profession will be discussed through the interventions available at the Micro, Mezzo, and Macro levels of practice.

  • Evaluate their clients for appropriate referrals to Financial Social Workers
  • Support their clients through coordination of care with Financial Social Workers
  • Explain what Financial Social Work is and what Financial Social Workers Do (e.g., scope of practice)
  • Explain the theoretical framework behind Financial Social Work
  • Understand why Financial Behavioral Health is an important factor in a variety of safety assessments

Research:

  • https://www.socialworktoday.com/archive/Fall21p18.shtml
  • https://financialsocialwork.com/downloads/financial-behavioral-health-ebook
  • https://newprairiepress.org/jft/vol11/iss1/5

Customer Service

We are happy to respond to any concerns or questions you may have. Please contact us at by email at sw-ce@buffalo.edu or by phone at 716-829-5841.

ADA Accommodations: If you require any support for your ADA needs in the United States, please contact us by email at least 3 weeks prior to the event by email at sw-ce@buffalo.edu or by phone at 716-829-5841.


CEs/Contact Hours


NYSED LMSW & LCSW CEs/Contact Hours

University at Buffalo School of Social Work, Office of Continuing Education is recognized by the New York State Education Department's State Board for Social Work as an approved provider of continuing education for licensed social workers #SW-0001. Continuing education contact hours: 2 Self Study


NYSED LMHC CEs/Contact Hours

University at Buffalo School of Social Work, Office of Continuing Education is recognized by the New York State Education Department's State Board for Mental Health Practitioners as an approved provider of continuing education for licensed mental health counselors #MHC-0008. Continuing education contact hours: 2 Self Study


NYSED LMFT CEs/Contact Hours

University at Buffalo School of Social Work, Office of Continuing Education is recognized by the New York State Education Department's State Board for Mental Health Practitioners as an approved provider of continuing education for licensed marriage and family therapists #MFT-0007. Continuing education contact hours: 2 Self Study


NYSED LCAT CEs/Contact Hours

University at Buffalo School of Social Work, Office of Continuing Education is recognized by the New York State Education Department's State Board for Mental Health Practitioners as an approved provider of continuing education for licensed creative arts therapists #CAT-0003. Continuing education contact hours: 2 Self Study


NYSED PSY CEs/Contact Hours

University at Buffalo School of Social Work, Office of Continuing Education is recognized by the New York State Education Department's State Board for Psychology as an approved provider of continuing education for licensed psychologists #PSY-0062. Continuing education contact hours: 2 Self Study


ASWB ACE approved continuing education

University at Buffalo School of Social Work, Office of Continuing Education, #1773, is approved to offer social work continuing education by the Association of Social Work Boards (ASWB) Approved Continuing Education (ACE) program. Organizations, not individual courses, are approved as ACE providers. State and provincial regulatory boards have the final authority to determine whether an individual course may be accepted for continuing education credit. University at Buffalo School of Social Work, Office of Continuing Education maintains responsibility for this course. ACE provider approval period: 02/23/2022 - 02/23/2026. Social workers completing this course receive 1.75 continuing education credits.


UBSW - NYS OASAS

NYS OASAS Provider #0045: 2 hours for  CPP & CPS Initial Hours in Section 1; CASAC, CPP & CPS Renewal Hours.



Handouts

Trainer

Dr. Matthew L. Schwartz, DSW, LCSW, MBA, CFSW's Profile

Dr. Matthew L. Schwartz, DSW, LCSW, MBA, CFSW Related Seminars and Products


Dr. Matthew L. Schwartz, DSW, LCSW, MBA, CFSW is a Solution Focused Brief Therapist, Certified Financial Social Worker, and Implementation Scientist in Buffalo, NY.

Matthew is a member and past board member of the Solution Focused Brief Therapy Association. He is the Research Committee Chair for the Center for Financial Social Work’s Financial Social Work Professional Network.

From 2018 to 2022, Matthew worked as an integrated (mental health and substance abuse) clinician in agency practice in Buffalo before transitioning to full time private practice, consulting, and training.

He remains actively involved with a number of community organizations, and shares his expertise as part-time faculty at the University at Buffalo School of Social Work. Additionally, Dr. Schwartz provides clinical training to agencies in Western New York, and throughout the United States.

Matthew is presently co-authoring a textbook on Financial Social Work, as well as co-authoring a textbook chapter on interdisciplinary research dissemination (both due out in 2025). He is working with a team of technologists, futurists, and healthcare professionals to create new systems for the dissemination of research, focusing on equity of access to information and information systems.


Agenda

Welcome, Introduction, What is Financial Social Work?

History of Financial Social Work, Credentialing Process

The Theoretical Frameworks Behind Financial Social Work

Financial Social Work at the Micro Level

Financial Social Work at the Mezzo & Macro Levels

Financial Social Work in Safety Assessment, Bipolar/Manic Episodes

Assessing & Referring Patients to Financial Social Workers; Supporting Coordination of Care

Completion Requirements

Self-Study - Video and Reading Completion Requirements 

In order to receive a certificate of completion for this course participants must complete the following.

Please note all requirements can be found in your UBCE21 portal. 

- Watch the video(s) in their entirety.

- Complete the self-study hours of required reading(s). These are the handouts labeled "required".

- After the training, take and pass the quiz with a score of 80% or higher. Participants have three chances to pass the quiz. You can access the quiz by clicking on the "Evaluation and Certificate" button for this course. 

-  After the training, complete the evaluation by clicking on the "Evaluation and Certificate" button for this course.

The certificate of completion will be immediately generated in your account upon completion of all course requirements. Certificates may be downloaded, printed, or left in your account. 

Self-Study Cancellation Policy

Self-Study Courses: Participants have up to 72 hours from purchase to contact the Office of Continuing Education by email and request a refund.

Self-Study Equipment Requirements

Required Hardware
- A computer (desktop/laptop) or mobile device (smartphone/tablet).
- Speakers/headphones/earbuds

Internet Connection
- A stable Internet connection of 56K or greater is required. (However, please note that a 56K connection may degrade the quality of your experience.)

Any questions about these requirements or other technical questions can be directed to sw-ce@buffalo.edu.

Self-Study Course Access

Upon successful registration of the course, including receipt of payment, you will be able to access the course materials. 

How do I test my system / access the online training?

To access the program, please log into your account. Click on the Launch Viewer button next to your program title.

How do I access the course materials

To download course materials, log into your account. Under the seminar name click on the Handouts button.