Financial Advisers are sometimes the first to see the financial red flags associated with addition, yet they might not feel comfortable talking with their clients about such a serious, personal issue.
The Division of Securities, which is part of the Ohio Department of Commerce, is hoping to change that mindset with a new statewide campaign. Recovery Within Reach, which launched in August of 2022, gives financial advisers the resources they need to help families identify the financial signs of addiction and navigate the costs of treatment. in other words, the campaign empowers financial advisers to have important conversations with their clients who are dealing with the financial consequences of addiction.
Earlier this year, the Ohio Department of Commerce's Division of Securities launched a first-of-its-kind training on the financial impact of addiction: The Ohio Financial Professional's Guide to Servicing Clients and Families Dealing with Substance Use Disorder. This free and easy-to-access continuing education course is composed of three short, yet very informative modules.
This month, the Department shared upcoming free in-person opportunities to receive this training in the following cities: Columbus on Friday, June 30th; Cleveland on Friday, July 14th; Toledo on Thursday, August 10th; and Cincinnati on Wednesday, September 27th! All four dates will run from 8am to noon. Breakfast and light refreshments will be served for onsite attendees.
In-Person Event Agenda
Session 1: Substance Use Disorder in Ohio - Where we were and where we are headed.
Session 2: Substance Use Disorder in Your Community - Think your clients aren't affected? Think Again.
Session 3: Getting Clients the Help They Need (Part one) - Treatment options and community resources.
Session 4: Getting Clients the Help They Need (Part two) - Understanding insurance and other payment options.
Session 5: Putting Your Training into Action - Spotting clients in need and helping them make recovery a part of their plan.
Those who complete the in-person or virtual training are eligible for 3.5 CE credit hours, approved by the Certified Financial Planner Board of Standards.
For more information, or to Register for any of the free live course dates, follow this link: Register for a Live Program
If you prefer to take the free online course you can register here: Register to take the Online Course Completing the online, self-study course are eligible for 2 hour of CFP continuing education credit.