Mental Wealth: How to Promote Mental and Financial Health & Resilience – Joyce Marter


Date: 26th September 2021
Location: Live via Zoom*
Time: 2:00pm – 9:00pm GMT (+1) / 9:00am – 4:00pm EDT / 6:00am – 1:00pm PDT
CPD/CE credits: 6
Speaker: Joyce Marter
Price: £110 GBP / $150 USD

*This training will be recorded. The link to the recording will be made available for 90 days following the live event.

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The CPD/CE credits awarded can be used towards your declaration to any governing regulatory body in your state or country, provided the content is relevant to your discipline.

Course outline:

The pandemic caused a global mental health and financial crisis. The plummeting economy and surging unemployment has 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 holistic success that includes mental wellbeing, compassionate relationships, work/life balance, and greater financial prosperity.

Learning Objectives:

The following are the twelve mindsets that promote mental and financial health, along with their related learning objectives:

1) Abundance: Learn tools from CBT to help clients explore their psychology of money, embrace their worth, and shift their perspective from scarcity to abundance.

2) Awareness: 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.

3) Responsibility: Recognize skills from 12-step programs and narrative therapy to help clients free themselves of resentment and anger, empower themselves, and take fiscal responsibility.

4) Presence: Learn strategies to help clients apply mindfulness to their financial life to make the best decisions from a place of peace, groundedness, and clarity.

5) Essence: Receive innovative tools to help clients recognize how their ego is hindering their contentment and prosperity and help them cultivate healthy self-esteem.

6) Self-Love: Identify tools from CBT and mindfulness to help clients silence their Inner Saboteur and become their own good parent, positive coach, and compassionate advocate.

7) Vision: Understand how strategies from sports psychology and career counseling can help clients create a plan and envision personal and professional success with work-life balance.

8) Support: Identify the barriers that prevent your clients from receiving support and receive innovative tools to help them assess, nurture and access their support network.

9) Compassion: Appreciate how empathy, emotional intelligence, and kindness can improve your clients’ success and wellbeing at home and work.

10) Detachment: Understand how approaches from EMDR and mindfulness can help clients manage fear and uncertainty cultivate healthy detachment from negativity.

11) Positivity: Identify methods from CBT and Adlerian psychology to help clients expand their comfort zone and negotiate assertively.

12) Resilience: Realize how all the previous mindsets and adopting a growth mindset will cultivate mental and financial resilience in your clients.

Speaker Information

Joyce Marter, LCPC: Psychotherapist, Entrepreneur, Mental Health Thought Leader, National Speaker & Author

Joyce Marter has been a Licensed Clinical Professional Counselor since 1998 and is an expert in self-esteem, mindfulness and career development. Joyce is the Founder of Urban Balance, a counseling practice she started and grew to over 100 clinicians working from ten locations in three states during her 13-year tenure as CEO. She successfully sold Urban Balance to Refresh Mental Health in 2017 and serves as Chief Brand Ambassador for this national leader in outpatient mental health. Joyce maintains a limited practice and is Adjunct Faculty at The Family Institute at Northwestern University where she has served as a Clinical Supervisor since 2005.

With a passion for advocating for the profession, Joyce has served as the Chair of the Midwest Region of the American Counseling Association, as President of the Illinois Counseling Association, and two-terms as President of the Illinois Mental Health Counselors Association. She is the recipient of several awards including “Distinguished Alumni of the Year” from The Family Institute at Northwestern University (2008), “40 Under 40” from Crain’s Chicago Business (2010), the “President’s Award for Excellence in Leadership” from The Illinois Mental Health Counselors Association (2017), and the Robert J. Nejedlo Distinguished Leadership Award from the Illinois Counseling Association (2020).

Marter is member of the National Speakers Association and is a national keynote speaker, trainer, and continuing education facilitator. She is a blogger for PsychCentral, Spirituality & Health, and The Huffington Post, has been quoted in more than ten books. Marter is routinely consulted as a counseling expert in the media, 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 of 2021.

    Here is a link to pre-order the book:

How to access our trainings?

1. Once you have booked a place for one of our trainings, you will receive a email confirming your order.

2. At least 24hrs prior to the start of training, you will receive an email containing the required details to enter the training. All trainings are held over Zoom.

3. If you are wanting to attend the training live, you then use these details to attend just before the specific start time.

4. However, if you are unable to attend the training live, a link to a recording of it will be emailed to you following the event. The recording is made available for 90 days after the live broadcast.

This means that it is not essential for the attendant to be present for the live training and one can refer back to the training if they wish within 90 days.

5. Within a week of the training, the training materials, including slides and notes, CPD certificate and feedback will be sent to you via Email.

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