Free, One-Hour Training Course Worth Two CE Credits Approved By The CFP®
What You Get When You Sign Up:
→ Three easy-to-follow video modules
→ Insights into how to recognize that addiction is affecting your clients — and tools for broaching sensitive conversations
→ A deeper understanding of addiction and how it affects Ohioans
→ A handbook of tipsheets and facts to keep as a reference guide
→ 2 CFP® continuing education credits
Course Curriculum
Addiction creates massive financial risk, both for the person experiencing the disorder and their family. This includes incidentals such as lost wages, increased healthcare costs, and property and vehicle damage, as well as the cost of treatment, which can be $35,000 or more.
Through this free, one-hour course, you will learn how to help clients protect their financial futures by connecting them with resources to help find and pay for treatment.
MODULE I: Understanding the Prevalence of Substance Use Disorder & Its Effects
• Top 10 Things Advisers Should Know
• Substance Use Disorder: What it Is & Why Financial Professionals Should Care
• Unforeseen Costs of Substance Use Disorder
• Opioid Use Disorder in Ohio
MODULE II: The Financial Consequences of Substance Use Disorder
• Cost of Treatment
• Funding Sources for Treatment
• FAQs on Mental Health and Substance Use Disorder
• The Ripple Effect of Substance Use Disorder on Families
MODULE III: The Financial Professional’s Role in the Discovery and Planning Processes
• Recognizing the Signs of Substance Use Disorder
• How to Hold Difficult Conversations with your Client
• Resources for Helping Clients
What People Are Saying
As a former financial services professional and current President and CEO of an addiction treatment center, Oyauma Garrison understands the critical need for this type of training.
Meet Cheryl Canzanella
The Ohio Department of Commerce developed this first-of-its-kind training curriculum in partnership with a financial professional who was directly impacted by substance use disorder.
Cheryl Canzanella, CLU, ChSNC, LUTCF, lost her husband to an accidental overdose. In this training, Cheryl shares their story — one of love, loss and life reimagined — along with concrete tools and tips to help you assist clients affected by addiction.
Cheryl’s expertise and personal experience, supplemented with data and insights from research and the Ohio Department of Commerce’s own survey of financial advisers, will give you new perspective on addiction, who is affected, and how families can navigate the costs of addiction while still protecting their financial futures.
