Mental Wealth: How to Promote Mental and Financial Health & Resilience

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The pandemic caused global mental health and financial crisis. The plummeting economy and surging unemployment have triggered negative emotions, obsessive thoughts, and suicidal ideation. 23% of adults and 36% of millennials experience financial stress at levels that qualify as a diagnosis of PTSD. 

In this dynamic, engaging, and interactive program, you will learn twelve mindsets identified by counselor and entrepreneur, Joyce Marter, which are empirically supported to promote both mental and financial health and resilience. This program will equip you with evidence-based exercises and innovative self-assessment tools to help you and your clients achieve the holistic success that includes mental wellbeing, compassionate relationships, work/life balance, and greater financial prosperity.


  • Identify concepts from Family Systems Theory and psychodynamic psychotherapy to help clients remove the blinders of defenses and denial and become aware of self-sabotaging roles and relational patterns.
  • Recognize skills from 12-step programs and narrative therapy to help clients free themselves of resentment and anger, empower themselves, and take fiscal responsibility.
  • Discuss strategies to help clients apply mindfulness to their financial life to make the best decisions from a place of peace, groundedness, and clarity.
  • Receive innovative tools to help clients recognize how their ego is hindering their contentment and prosperity and help them cultivate healthy self-esteem.
Target Audience: Psychologists, Social Workers, Addiction Counselors, LMFT, & Licensed Professional Counselors
Content level: Beginner to intermediate
2 CE hour credits approved by
ASWB # 1706, NAADAC # 139138 & NBCC # 6703
State Board Approval
ADACBGA # 19-12-17-1212
FCB # 5387-A
OCDP Board Sponsor # 50-29024
CE Broker Tracking # 50-29024

Course Features

  • Lectures 1
  • Quizzes 0
  • Duration 2 hours
  • Skill level All levels
  • Language English
  • Students 0
  • Certificate Yes
  • Assessments Yes
  • No items in this section

Joyce Marter has been a Licensed Clinical Professional Counselor for over twenty years and is an expert in mindfulness, self-esteem, career, and the psychology of money. She is the Founder of Urban Balance, an insurance-friendly, counseling practice with over 175 therapists working from nearly twenty locations in six states.

Marter is a leader in the profession and has served as President of the Illinois Counseling Association, two terms as President of the Illinois Mental Health Counselors Association, and Chair of the Midwest Region of the American Counseling Association. She is Adjunct Faculty at The Family Institute at Northwestern University.

As a member of the National Speakers Association, Joyce is a national keynote speaker and corporate trainer. She is routinely consulted as a mental health expert in the media and has been featured in such outlets as The Wall Street Journal, U.S. News & World Report, CNN, Real Simple Magazine, and MTV.

Her book, The Financial Mindset Fix: A Mental Fitness Program for an Abundant Life will be published by Sounds True in July.


Thursday, August 26, 2021, from 6:30-8:30 PM EST.

5:30-7:30 Central Time