RBT Training meets the BACB® 2026 RBT (3rd Edition) 40-Hour Training and Curriculum Outline, as well as the 2nd edition requirements, including RBT Ethics Code (2.0), and is designed to meet the 40-hour training requirement for RBT certification. The program is offered independent of the BACB.

Personal and Incidental Money Management Regulations

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Your Instructor

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Dr. Heidi Morgan

Ph.D., BCBA-D, School Psychologist, ARF Administrator

Hi! Just like you — I am a career care provider always looking to improve my skills. Our team has integrated over 25 years of experience to share what we know in this in-depth training. I hope this resource is the perfect solution for you as you take the next step in your professional journey.

Details

Two-hour course on regulations & best practices for Financial Management of a client's money. Required for RCFE, ARF & STRTP recertification.

This ONLINE course is designed to offer participants a discussion about regulations surrounding personal and incidental money management in California. This course also serves as a source of best practice tips and recommendations for these person-centered times. Join us for an in-depth review of ways to exceed compliance and incorporate ethics into money management. This course is also helpful for managers and Licensees who wish to have safeguards for fraud, mismanagement and abuse prevention in the workplace.

This two-hour course will enable participants to:
  • Give examples of stakeholders who are involved in the spending and records management of an individual’s P and I monies
  •  Identify the Title 22 regulations surrounding management of personal and incidental monies
  • Implement safeguards for effective management of P and I records
  • Give at least one example of best practices for theft and mismanagement prevention 

Approvals: This course meets requirements towards the ARF, Group Home, STRTP and RCFE recertification process for certified administrators. 

Law and regulations topics are required for recertification as an ARF, RCFE, GH or STRTP Administrator. 
  • ARF Administrators in California: Law and Regulations
  •  RCFE Administrators in California: Law and Regulations
  •  Group Home Administrators in California:Law and Regulations
  •  STRTP Administrators in California: Law and Regulations
  •  Registered Nurses (RNs) in California
    • Provider approved by the California Board of Registered Nursing (BRN), Provider#CEP16912, for the number of contact hours shown above. Licensees must keep their certificates for four years from the date of completion. 
  • LMFT, LCSW, LPCC and LEP (Board of Behavioral Sciences in CA)
    • EssentialCEU Institute is approved provider #1131, by the National Association of School Psychologists (NASP), a [BBS] Board-recognized approval agency. Essential CEU Institute maintains responsibility for the program. This course meets the qualifications for TWO contact hours of continuing education credit as required by the California Board of Behavioral Sciences. BBS licensees must maintain records of course completion for at least two years from the date of license renewal for which the course is completed. Licensees are encouraged to contact BBS for specific approval information.
  • School Psychologists: 
    • Essential CEU Institute is approved provider #1131, by the National Association of School Psychologists (NASP), to offer professional development for school psychologists. Essential CEU Institute maintains responsibility for the program.
  • BNVPT (LVN & LPT):
    • Essential CEU Institute is an approved provider for continuing education with the Board of Vocational Nursing and Psychiatric Technicians (BVNPT; LVN provider number Y15074; LPT provider number Y15023). Please contact the BVNPT at www.bvnpt.ca.gov for more details about certificate management and record keeping requirements

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Hear from Our Satisfied Customers

Discover How Essential CEU Institute Transforms Careers in Residential & Community Care Administration.

“Before finding Essential CEU, I burnt out on other courses. They were hard to make useful. After 5 years using Essential CEU, I know I can listen to a course, then turn around and train my staff.”

Candice Bright
Bright Futures

“Great service for getting educated and earning CEUs for California Administrators. Trainings are easy to understand. Instructor Heidi Morgan is an excellent resource of knowledge in the field. Website user interface is easy to navigate. Highly recommend!”

Anne Soler
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