Assessment and Intervention Tools in Working with Financial Cases


About this Course

Course Objectives

This course will help participants:

  • Learn about the basic premises and the 3-level objectives
  • Understand the helping process
  • Learn to use multi-level assessment
  • Improve on their report writing skills
  • Learn to come up with intervention plans
  • Be accustomed to community resources

Course Contents

Day 1


Understanding Poverty

Basic Premises

5 important assumptions

3 level objectives

Helping Process

Assessment Tool

ERP model

Report Writing

Day 2

Intervention Plans

Art of budgeting

Work with "stuck" cases

Community Resources

Case Conference

Who Should Attend

New social workers who work directly with clients requiring financial assistance.



Participants who meet 80% class attendance will be awarded a Certificate of Accomplishment by the Academy of Human Development.

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