Treatment Planning & Case Conceptualization

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About Course

This 3-hour Clinical Skills continuing education course is designed to strengthen counselors’ applied competencies in treatment planning and case conceptualization. Participants will learn structured methods for organizing assessment data into cohesive case formulations that directly inform goal development, intervention selection, and clinical documentation.

Emphasis is placed on practical counseling skills, ethical decision-making, cultural responsiveness, and evidence-informed practice within the professional counseling scope. Through applied case examples and guided frameworks, participants will enhance their ability to create effective, client-centered treatment plans and adjust them based on clinical progress. This course does not include medical diagnosis, prescribing, or treatment.

What Will You Learn?

  • Upon completion of this program, participants will be able to:
  • Apply clinical frameworks to develop effective case conceptualizations.
  • Integrate assessment findings into counseling-focused treatment plans.
  • Develop measurable treatment goals and objectives aligned with client needs.
  • Incorporate ethical and cultural considerations into treatment planning.
  • Monitor client progress and revise treatment plans using clinical judgment.

Course Content

Module 1 – Foundations of Case Conceptualization

  • 1.1 What Is Case Conceptualization?
  • 1.2 Core Components of Case Conceptualization
  • 1.3 Counseling-Based Conceptual Frameworks
  • 1.4 Using Assessment Information Ethically
  • 1.5 Common Case Conceptualization Errors
  • 1.6 Clinical Application Example (Counseling-Focused)
  • Module 1 Knowledge Check

Module 2 – Treatment Planning Fundamentals

Module 3 – Ethical & Applied Case Integration

Course Completion

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