The Intersection of Money & Mind: Financial Literacy Training: Part I & II (Summer 2026)

This 2-hour training will serve as a deeper dive into financial literacy and how it can be used as a tool to help clients potentially experiencing gambling-related harm. Participants will review and walk-through online budgeting tools and how to use them with clients. They will be asked to reflect and identify strategies of how they can bring financial literacy supports to their clients.

Cost: Free

Location: Virtual

Number of CE(s): 2

Instructional Level: Introductory. This training will have time for open questions and answer, but is primarily focused on reviewing material. This training counts toward the MA PGS Certificate Fundamental Coursework.

Learning Objectives

• Review the fundamentals of financial literacy 
• Walk through online budgeting tools 
• Describe to clients how financial literacy can benefit their mental health

Instructor: Pedro Sánchez Jr. is an author, entrepreneur, leadership coach, financial consultant, and Founder of BlueX. Sánchez has over 20 years of experience in leadership development, engineering, management, coaching, and training in diverse sectors and organizations. He has trained in Dave Ramsey’s Financial Peace University and the Maxwell Leadership Team— and, throughout the years, has developed strategies that have demonstrated positive outcomes for diverse communities. Most recently, he has developed a self-paced financial literacy program designed to serve the Latino Community.

CE credits for the following program are available through this course:

Licensed Alcohol and Drug Counselors

• MA Technical Assistance Center for Problem Gambling Treatment is authorized by the Massachusetts Department of Public Health to sponsor, conduct or approve continuing education programs for alcohol and drug counselors/assistants (LADCs)