Santa Clara University

School of Education and Counseling Psychology

CEU Mental Health Practitioners

Registration now open for Feb 22nd course.  Registration will open for courses two weeks before the date. Thank you for your continued patience as we move to a new system.


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CPD: The Last Taboo: Money and Psychotherapy

9:00 AM to 5:00 PM
Course # - CPSY x944
Loyola Hall Room 160
Credit Hours: 7
Course Objectives: 
·      Students will learn to recognize therapist issues with finances
·      Students will learn to recognize psychological conflicts between being a therapist and a business person
·      Students will learn to recognize and intervene with clients who have emotional issues around finances
·      Students will learn about couples' concerns about financial differences
·      Students will learn about personal finances and retirement planning
Course Description:
It is expected that psychotherapists become privy to the most secret and sacred facts of their clients' lives. The demands of confidentiality and ethical treatment of a client's sensitive confessions are core to effective psychotherapy. Yet, even though a client may trust his therapist, s/he will customarily withhold certain attitudes, behaviors and aspects of his life.
In Freud's day, the sexual fantasies, behaviors and experiences of life were the most common 'taboo' subjects. Today in America, clients will describe in detail, very private details of their sexual lives far before they will broach those even more taboo financial topics.
It is not clients' reticence alone that makes money such a "verboten" topic. It is also the topic that many therapists find disquieting. Although sexual counseling classes are mandated by state licensing laws, it is rare to find any formal training for therapists around money. Yet the admonition, often used in understanding businesses and politics, to "follow the money," is apropos in therapy as well. Indeed, one of the tenets of this workshop is that a client's relationship to finances are clues to both underlying pathology and therapeutic interventions.
Through the use of case studies, demonstrations, lecture material and experiential exercises, the workshop focuses on finances in three ways: 
Money and the Therapist  (2 hours):
How to be comfortable talking about client finances
Therapist as business person
Therapists and money management
The varieties of personal services marketing
Dealing with clients of great wealth and great poverty
Potential conflicts between therapist needs and client needs (subtle dual relationships etc.)
Therapist retirement plans
Money and clients (2 hours):
Techniques to discern clients' relationships to money
Broaching (vs avoiding) the financial issues
Clients' psychological use of money and finances
Following the money to find the pathology
How clients use money to manipulate therapists
Money and couples therapy
When therapy involves financial counseling - dilemmas and methods
Psychotherapy in hard times
Issues around net worth and psychotherapy
Unique qualities of Psychotherapy in recessionary times
Common misconceptions 
Case Studies and demonstrations (3 hours):
Jerrold Lee Shapiro, Ph.D., ABMP, CGP is a Licensed Clinical Psychologist in private practice since 1970. He is Professor and Chairman of the Department of Counseling Psychology at Santa Clara University. He is an Advisory Board Member of the Santa Clara University Family Business Forum and has been consulting with Business (especially family owned businesses) for 25 years. Dr. Shapiro has been a frequent presenter on topics of finances and psychotherapy to professional organizations.  


Cost: $165


Loyola Hall

Grace Perez
Tel (408) 551-1981