Financial Social Work: An Introduction

Recorded Webinar
Instructor: Jeffrey Anvari-Clark, Ph.D., MA, LMSW
CEs: 1.5 
Level: Intermediate
Target Audience: Social workers and other social service providers.
Course Delivery Method and Format: Recorded webinar, self study. All courses are hosted on SmithOnline. Login information will be emailed immediately after registration to the email address entered during registration.
System Requirements: Attendees will need access to a computer with internet and the capability to play recorded videos.

Date of original webinar: December 13, 2023

Financial concerns can have a profound impact on individual well-being, yet the financial domain is rarely addressed in social work practice. Within social work, teaching financial content is now prescribed by CSWE, and financial issues are highlighted as part of the Grand Challenges for Social Work. According to the American Psychological Association, issues with personal finances and costs of living is the top stressor Americans face (2022). Research also suggests that financial well-being contributes as much to overall well-being as do job satisfaction, relationship support satisfaction and health status combined (Netemeyer et al., 2018).

In this course, attendees will be able to define financial social work, learn the importance of integrating financial considerations into social work practice, and explore how improving financial capability can impact client outcomes. They will also learn about different tools to use in social work practice with clients. The session will conclude by highlighting emerging issues of which attendees should be aware. Resources for further information and training will be provided.

Registration Fee and Deadline:

$35 (one time registration fee of $5) | Ongoing

Learning Objectives:

  1. Define financial social work and its importance in a social work practice context
  2. Identify the potential impact of engaging in financial social work on client outcomes
  3. Describe the types of tools that may be used in financial social work
  4. Summarize important emerging issues related to financial social work


  • Financial social work: An Introduction
  • Practicing financial social work
  • Useful tools
  • Emerging issues
  • Chat and Q&A

Instructor Biography:

Jeffrey Anvari-Clark is currently an assistant professor at the University of North Dakota. He is a faculty for both BSSW and M.S.W. programs and regularly teaches on financial social work. He is a member of the Financial Social Work Initiative, conducts research exploring the financial domain of behavioral health and financial interdependence, and has shared his research at conferences such as SSWR, CSWE APM and in peer-reviewed journals. Anvari-Clark has expertise in financial advising, coaching and case management.

Completion Requirements for Recorded Webinars and Online Courses.

To receive a CE certificate, you must complete the entirety of the recorded webinar or recorded video presentation. Partial credit will not be awarded to those who attend only a portion of the class. For recorded webinars and online courses, participants must complete an evaluation and a post test, noting the length of time to complete the course. Participants must earn a minimum score of 80 percent on the post test in order to earn CEs. Retesting is allowed up to five (5) times. If a passing score is not achieved, CEs will not be awarded. Links to the evaluation and post test are available in SmithOnline. Participants must also complete an attestation of completion for each fully completed course. A copy of the attestation is available in SmithOnline. It is attendee’s responsibility to contact their state licensing board/certification boards to determine eligibility to meet continuing education requirements.

How Will a CE Certificate Be Awarded?

Upon completing the course evaluation, successfully passing the post test and submitting the attestation, participants will be emailed their online certificate​ within 30 days of course completion​. ​Participants should save and/or print ​the certificate upon receipt for ​their records. Receiving the CE certificate is contingent on submitting attestion, completion of the evaluation and passing the post test.

Continuing Education Credits and Approvals for This Course

Continuing Education (CE) credits offered vary by course. This course only offers the CE credits listed below.  It is the attendees' responsibility to contact their licensing board to determine eligibility to meet continuing education requirements.


Smith College School for Social Work is accredited by the Council on Social Work Education and is therefore authorized to provide CEs as a postsecondary institution accredited by CSWE in many states. Courses offered through the School’s Program of Professional Education are awarded continuing education credits in accordance with Continuing Education Regulation 258, CMR, 31.00 in the Commonwealth of Massachusetts. 

NY State

Smith College School for Social Work 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-0169.

Not Approved for Counselors (LMHC/LPC)

Smith College School for Social Work has been approved by NBCC as an Approved Continuing Education Provider, ACEP No. 7110. This program does NOT qualify for NBCC ACEP approval.