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Money Management for Clinical Counselling Professionals
October 12, 2021 Zoom 9:00 AM PST - 12:45 PM PST BCACC Members/Professional Student Members and Non-Member Students: $45.00 Plus GST Non-Members: $90.00 Plus GST

Presented by Jose Jaime Guerrero, RCC, CPA


This presentation focuses on the basic knowledge that we, as counsellors, need to know regarding sound management of one’s finances. This can help you develop a more balanced behaviour towards money and build a strong foundation of knowledge to make better informed business decisions in this regard.

Often, navigating the overly complex language that financial professionals use can be a source of frustration and confusion for the rest of us. In a simple and experiential manner this seminar is designed to increase knowledge of financial matters for counsellors in private practice including:


  • Understanding your relationship with money
  • Differentiation between needs and wants; neurophysiology research recent findings
  • Styles of managing money; a cognitive perspective that explains why people manage money effectively or poorly
  • Allocating money for taxes within your budget
  • Practical budgeting exercises to gain understanding of expenditures
  • Accommodating for slow times and vacations
  • An understanding of what you can claim as a private practitioner and what you cannot (home offices etc.)
  • Balancing career success with personal wellbeing: managing your caseload


Date:              Tuesday October 12th, 2021

Time:              9:00 AM – 12:45 PM

Cost:               $45.00 Plus GST -BCACC Members/Professional Student Members and Non-Member Students.

$90.00 Plus GST -Non-Members

NOTE: Registration fees are Non-refundable.

Group Rate!
Save 20% when you register 5 or more attendees. Please contact [email protected] to register your group.

Registration Deadline:    October 7th, 2021. Pre-registration is required.

Format:         “Zoom” Meeting. A separate email will be sent the day prior to the event to the confirmed registrants containing the information for joining the webinar.

Should you encounter a problem with registering please contact Janine Toombs at [email protected] for assistance.

If unable to attend the October 12th live presentation, this workshop is being recorded and will be available for purchase at a later date. Do not register/pay for the recorded access through this live online workshop registration page.

In 1999, Jose Jaime Guerrero became a specialist in Rational Emotional Therapy from the Albert Ellis Institute NY. He also completed a Masters of Arts in Clinical Psychology from the Adler University in 2006 and obtained his designation as a Registered Clinical Counsellor in BC that same year.  Jose received his designation as a Chartered Accountant in 1985. He has worked for over 30 years in a senior financial and operational management capacity for multinational firms operating worldwide, including Samsung, Wal-Mart, Johnson & Johnson and in Canada as CFO for a publicly traded company in the TSX Venture, AIDS Vancouver, and the Boucher Institute of Naturopathic Medicine. Currently, he works as a clinician for Family Services of Greater Vancouver, a lecturer for various educational institutions in the Lower Mainland (over 300 presentations) and leads a private counselling practice focused on anxiety issues, relationship, trauma, and financial clinical counselling for individuals and couples. Jose firmly believes that the twenty-first century requires leaders and practitioners with the social responsibility to develop more effective economic systems that promote fair wealth distribution and equal development opportunities for all.

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