Course curriculum
Introducing the Presenters
Course Description
History of the Five Step Model
Section One: Integrated Theory
Therapy Models in the Five Steps
Financial freedom
Section Two: Explanation of theories
Acceptance and Commitment Therapy (ACT)
Cognitive-Behavioral Therapy
Emotion-Focused Therapy
Family Systems
Narrative Therapy
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?
Strengths and Limitations of Financial Therapy
Purpose
Precontemplative Stage of Readiness Handout
Setting Personal Finance Goals Worksheet
Wants Financial Prioritization Worksheet
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
Purpose
Your Personal Heuristics Worksheet
Pause, Plan, and Purchase Worksheet
Language of Money Worksheet
no curriculum
Objectives
Preparation Stage of Readiness Worksheet
Mapping the Financial Landscape Worksheet
Challenge Question Worksheet
Session Five Introduction
Current Budget Worksheet
The budget doesn't seem to add up
The Financial Mirror Worksheet
Homework
Case Example
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
Objectives
Purpose
Materials Provided
Purpose of Session Seven
Outline of Session Seven
next
no curriculum
Financial therapy is just a process
Here are the websites of the presenters
