The Trust is a Leading Provider of Insurance Products and Continuing Education Programs for Psychologists

Our growing library covers a wide range of topics to help you and your practice. Plus, Trust policyholders can save 5-15% on their professional liability insurance premium with 4-6 hours of combined CE!

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For the last ten years, there has been a major increase in the number of lawsuits, licensing board complaints, and ethics committee complaints against clinical psychologists. As managed care continues to dominate third party reimbursement in both the private and public sectors, any adverse disciplinary event can make it difficult, if not impossible to meet credentialing requirements. The changes in the economic system have led to changes in therapeutic approaches and business organizations that, in turn, have increased the complexity of the legal and regulatory environment. In these difficult times, a risk management strategy is an essential element of professional practice. After providing a basic introduction to identifying legal and ethical risks involved in working with high risk patients and situations, this workshop will focus on four specialized areas of practice: working with couples and families, working with potentially suicidal clients, professional consultation and supervision, and dealing with subpoenas and court testimony. The primary workshop goal is to allow practitioners to identify potential legal and ethical problems in these areas so that risks of lawsuits and disciplinary complaints can be minimized. Dr. Harris will suggest strategies, which will make it more likely that a psychologist will prevail if she/he is unfortunate enough to be the target of these sometimes unavoidable events. The program will describe how and when practitioners can utilize the Trust Advocate 800 Risk Management Consultation Service as part of their own risk management strategies. The workshop is primarily directed to psychologists in private practice but it applicable to all sites where health services are provided. Instructor: Eric A. Harris, Ed.D., J.D. [Note] This webinar was filmed in 2008 and may not reflect the most current information and laws regarding this topic. Learning Objectives Explain The Trust risk management philosophy including strategies for identifying high risk situations and managing professional practice risks. Describe managing potential conflicts in conjoint treatment with couples and families, with particular emphasis on the special risks associated with divorce. Apply essential risk management strategies for identifying and managing outpatient suicide risk. Discuss ethical and risk management issues in supervision and consultation. Manage subpoenas and testimony in an ethical risk managed manner. Important Notice Because this webinar is on-demand, once you are registered and have created a login account, you can view the webinar at any time in whatever time increments are most convenient. In order to download your CE certificate, receive CE credits, and become eligible for a discount on your Trust Sponsored Professional Liability Insurance policy premium, you must: Complete the entire webinar, Pass a brief exam, and, Complete a brief evaluation form. You are required to achieve a passing score of 75 percent or higher. You are allowed three attempts to successfully complete the exam. If you are unsuccessful on the third attempt, you must re-purchase the course to try again. Eligibility for Insurance Premium Discounts Completing one of The Trust’s Ethics and Risk Management Webinar Sequences earns 6 CE credits and eligibility to receive a 15% premium discount on Trust Sponsored Professional Liability Insurance for the next two consecutive renewal periods. To obtain CE discounts, download and submit CE certification for this webinar (completed within the previous 15 months) with your insurance application/renewal. Discounts are not applicable to Researcher/Academician or Student policies. Group policies become eligible for CE discounts when at least 50% of individuals insured under the group policy submit CE certification totaling the number of credits needed for a particular percentage discount. All applications are individually underwritten and submission of CE certification will not guarantee insurance policy issuance or renewal. Continuing Education Credits The Trust is approved by the American Psychological Association to sponsor continuing education for psychologists. The Trust maintains responsibility for this program and its content. The Trust is recognized by the New York State Education Department’s State Board for Psychology as an approved provider of continuing education for licensed psychologists #PSY-0019. Continuing Education Grievance Policy The Trust is fully committed to conducting all activities in strict conformance with the American Psychological Association's Ethical Principles of Psychologists. The Trust will comply with all legal and ethical guidelines for non-discrimination in promotional activities, program content and in the treatment of CE participants. The Trust CE Director is responsible for complying with these standards. While the Trust strives to assure fair treatment for all participants and to anticipate problems before they occur, occasionally grievances may be filed. In cases where a participant files a written or oral grievance, the following actions are taken: If the grievance concerns the content of the workshop, webinar, book or the continuing education test, a Trust representative will mediate and will be the final arbitrator. If the participant requests action, the CE Director or a Trust representative will either provide a credit for a subsequent CE offering or provide a partial or full refund of the CE fee already paid. Actions involving a credit or a refund will require a written note documenting the grievance for record-keeping purposes. The aggrieved individual need not sign the note. If the grievance specifically concerns The Trust, the CE Director or Trust representative will attempt to arbitrate. Direct correspondence to: Continuing Education The Trust 111 Rockville Pike, Suite 700 Rockville, MD 20850 Phone: (800) 477-1200 Email: grievances@trustinsurance.com NOTE: This information is provided as a risk management resource and is not legal advice or an individualized personal consultation. At the time this resource was prepared, all information was as current and accurate as possible; however, regulations, laws, or prevailing professional practice standards may have changed since the posting or recording of this resource. Accordingly, it is your responsibility to confirm whether regulatory or legal issues that are relevant to you have since been updated and/or to consult with your professional advisors or legal counsel for timely guidance specific to your situation. As with all professional use of material, please explicitly cite The Trust Companies as the source if you reproduce or distribute any portion of these resources. Reproduction or distribution of this resource without the express written permission of The Trust Companies is strictly prohibited.   Read more

This evidence-based course addresses personal financial management largely from the perspective of the individual psychologist and mental health professional and to a lesser degree from the perspective of the patient/client. Course participants will gain value by enhancing their knowledge of basic financial concepts, identifying their money beliefs and cognitive errors, clarifying their value proposition related to their work, understanding the subtleties of negotiation, and knowing how to prioritize their financial affairs. Instructor: William “Marty” Martin, MA, MS, Psy.D., CHES [Note] This webinar was filmed in 2016 and may not reflect the most current information and laws regarding this topic. Learning Objectives Summarize the three questions of money and four jobs of money. Discuss the 3 B’s of money. Recognize the differences between the interior (e.g., money beliefs) and exterior (e.g. price setting) aspects of money management. Explain how to challenge dysfunctional money beliefs and cognitive heuristics that serve as barriers to wise money management. Demonstrate how to price services in a way that communicates value and increases a sense of ownership among patients. Create your value proposition and outline your business model. Describe how to negotiate with payors in this era of value-based payment. Assess how to get your financial house in order and leverage your talent. Important Notice Because this webinar is on-demand, once you are registered and have created a login account, you can view the webinar at any time in whatever time increments are most convenient. In order to download your CE certificate, receive CE credits, and become eligible for a discount on your Trust Sponsored Professional Liability Insurance policy premium, you must: Complete the entire webinar, Pass a brief exam, and, Complete a brief evaluation form. You are required to achieve a passing score of 75 percent or higher. You are allowed three attempts to successfully complete the exam. If you are unsuccessful on the third attempt, you must re-purchase the course to try again. Eligibility for Insurance Premium Discounts Unless otherwise noted, you can combine 6 or more CE credit hours earned from The Trust’s webinars and become eligible for a 10% savings on your Trust Sponsored Professional Liability Insurance premium for one renewal. You can also combine 4 or more CE credit hours earned from The Trust’s webinars or any other continuing education programs authorized by APA to offer CE credit and become eligible for a 5% savings on your Trust Sponsored Professional Liability Insurance premium for one renewal. To obtain CE discounts, download and submit CE certificates (totaling 4 or 6 hours as explained above and completed within the previous 15 months) with your insurance application/renewal. Discounts are not applicable to Researcher/Academician or Student policies. Group policies become eligible for CE discounts when at least 50% of individuals insured under the group policy submit CE certification totaling the number of credits needed for a particular percentage discount. All applications are individually underwritten and submission of CE certification will not guarantee insurance policy issuance or renewal. Continuing Education Credits The Trust is approved by the American Psychological Association to sponsor continuing education for psychologists. The Trust maintains responsibility for this program and its content. The Trust is recognized by the New York State Education Department’s State Board for Psychology as an approved provider of continuing education for licensed psychologists #PSY-0019. Continuing Education Grievance Policy The Trust is fully committed to conducting all activities in strict conformance with the American Psychological Association's Ethical Principles of Psychologists. The Trust will comply with all legal and ethical guidelines for non-discrimination in promotional activities, program content and in the treatment of CE participants. The Trust CE Director is responsible for complying with these standards. While the Trust strives to assure fair treatment for all participants and to anticipate problems before they occur, occasionally grievances may be filed. In cases where a participant files a written or oral grievance, the following actions are taken: If the grievance concerns the content of the workshop, webinar, book or the continuing education test, a Trust representative will mediate and will be the final arbitrator. If the participant requests action, the CE Director or a Trust representative will either provide a credit for a subsequent CE offering or provide a partial or full refund of the CE fee already paid. Actions involving a credit or a refund will require a written note documenting the grievance for record-keeping purposes. The aggrieved individual need not sign the note. If the grievance specifically concerns The Trust, the CE Director or Trust representative will attempt to arbitrate. Direct correspondence to: Continuing Education The Trust 111 Rockville Pike, Suite 700 Rockville, MD 20850 Phone: (800) 477-1200 Email: grievances@trustinsurance.com NOTE: This information is provided as a risk management resource and is not legal advice or an individualized personal consultation. At the time this resource was prepared, all information was as current and accurate as possible; however, regulations, laws, or prevailing professional practice standards may have changed since the posting or recording of this resource. Accordingly, it is your responsibility to confirm whether regulatory or legal issues that are relevant to you have since been updated and/or to consult with your professional advisors or legal counsel for timely guidance specific to your situation. As with all professional use of material, please explicitly cite The Trust Companies as the source if you reproduce or distribute any portion of these resources. Reproduction or distribution of this resource without the express written permission of The Trust Companies is strictly prohibited. Read more

Where will your independent practice be in three years and what will it look like? In 7 years? Do you have a strategy for responding proactively to the changing environment? Strategic planning is an essential component of any successful business, and the independent practice of psychology is no exception. And it doesn’t have to be boring! In fact, think of strategic planning for your practice as a way for you to become re-energized about the profession you chose and as something which will help you to focus more on those things which are meaningful to you. Creating and implementing a strategic plan for practice allows psychologists to identify, develop and sustain their competitive advantage efficiently. Most importantly, thinking and acting strategically allows you to look into and plan for the future—one that you direct and help create. Ethical principles and professional standards anchor our strategic plans, but our individual plans are tailored to meet our own goals and vision. Commit to intentionally driving your practice forward by developing and adopting a user-friendly strategic plan for continued success in independent practice! Instructor: Jana N. Martin, Ph.D. [Note] This webinar was filmed in 2014 and may not reflect the most current information and laws regarding this topic. Learning Objectives Describe the concept of strategic planning as applied to the independent practice of psychology. Determine your professional goals and values and translate them into action plans. Identify potential economic and social changes which may impact independent practice. Describe creative approaches to building and maintaining an independent practice despite changes. Identify relevant ethical and professional standards for evolving practices. Important Notice Because this webinar is on-demand, once you are registered and have created a login account, you can view the webinar at any time in whatever time increments are most convenient. In order to download your CE certificate, receive CE credits, and become eligible for a discount on your Trust Sponsored Professional Liability Insurance policy premium, you must: Complete the entire webinar, Pass a brief exam, and, Complete a brief evaluation form. You are required to achieve a passing score of 75 percent or higher. You are allowed three attempts to successfully complete the exam. If you are unsuccessful on the third attempt, you must re-purchase the course to try again. Eligibility for Insurance Premium Discounts Unless otherwise noted, you can combine 6 or more CE credit hours earned from The Trust’s webinars and become eligible for a 10% savings on your Trust Sponsored Professional Liability Insurance premium for one renewal. You can also combine 4 or more CE credit hours earned from The Trust’s webinars or any other continuing education programs authorized by APA to offer CE credit and become eligible for a 5% savings on your Trust Sponsored Professional Liability Insurance premium for one renewal. To obtain CE discounts, download and submit CE certificates (totaling 4 or 6 hours as explained above and completed within the previous 15 months) with your insurance application/renewal. Discounts are not applicable to Researcher/Academician or Student policies. Group policies become eligible for CE discounts when at least 50% of individuals insured under the group policy submit CE certification totaling the number of credits needed for a particular percentage discount. All applications are individually underwritten and submission of CE certification will not guarantee insurance policy issuance or renewal. Continuing Education Credits The Trust is approved by the American Psychological Association to sponsor continuing education for psychologists. The Trust maintains responsibility for this program and its content. The Trust is recognized by the New York State Education Department’s State Board for Psychology as an approved provider of continuing education for licensed psychologists #PSY-0019. Continuing Education Grievance Policy The Trust is fully committed to conducting all activities in strict conformance with the American Psychological Association's Ethical Principles of Psychologists. The Trust will comply with all legal and ethical guidelines for non-discrimination in promotional activities, program content and in the treatment of CE participants. The Trust CE Director is responsible for complying with these standards. While the Trust strives to assure fair treatment for all participants and to anticipate problems before they occur, occasionally grievances may be filed. In cases where a participant files a written or oral grievance, the following actions are taken: If the grievance concerns the content of the workshop, webinar, book or the continuing education test, a Trust representative will mediate and will be the final arbitrator. If the participant requests action, the CE Director or a Trust representative will either provide a credit for a subsequent CE offering or provide a partial or full refund of the CE fee already paid. Actions involving a credit or a refund will require a written note documenting the grievance for record-keeping purposes. The aggrieved individual need not sign the note. If the grievance specifically concerns The Trust, the CE Director or Trust representative will attempt to arbitrate. Direct correspondence to: Continuing Education The Trust 111 Rockville Pike, Suite 700 Rockville, MD 20850 Phone: (800) 477-1200 Email: grievances@trustinsurance.com NOTE: This information is provided as a risk management resource and is not legal advice or an individualized personal consultation. At the time this resource was prepared, all information was as current and accurate as possible; however, regulations, laws, or prevailing professional practice standards may have changed since the posting or recording of this resource. Accordingly, it is your responsibility to confirm whether regulatory or legal issues that are relevant to you have since been updated and/or to consult with your professional advisors or legal counsel for timely guidance specific to your situation. As with all professional use of material, please explicitly cite The Trust Companies as the source if you reproduce or distribute any portion of these resources. Reproduction or distribution of this resource without the express written permission of The Trust Companies is strictly prohibited. Read more

The usual assumption under constitutional law and California statutory law is that parents hold the power to consent or withhold consent for psychological treatment for their minor children, and that they further have access to minors‘ treatment records. Most California clinicians who treat teens are aware of the exceptions to this general rule. But due in part to legislative attempts to address the needs of LGBTQ adolescents that have heretofore gone largely ignored, shifts over the last five years have in some ways simplified, and in others, muddled the bases for determining when minors can consent to services and when they cannot. These changes may have also obfuscated when parental rights to record access can be blocked. And when a parent initially consents, it is unclear as to whether the minors can later assert their own desires to consent to treatment on their own, and whether teens' needs for confidentiality can take precedence over parent’s rights to access health information. This presentation will explore and clarify the implications of California law as it relates to minors, and address the ethical and clinical implications of those laws. Functional approaches to these complex cases will also be described. Instructor: Daniel O. Taube, J.D., Ph.D. [Note] This webinar was filmed in 2016 and may not reflect the most current information and laws regarding this topic. Learning Objectives Identify the underlying legal and clinical tension between parents’ rights and obligations to make healthcare decisions for minor children, and countervailing, compelling state interests. Describe two underlying assumptions in regards to confidentiality of services when parent’s consent. Be prepared to use a relevant method of approaching complex parent consent and privacy concerns with parents and adolescents in high conflict families. Important Notice Because this webinar is on-demand, once you are registered and have created a login account, you can view the webinar at any time in whatever time increments are most convenient. In order to download your CE certificate, receive CE credits, and become eligible for a discount on your Trust Sponsored Professional Liability Insurance policy premium, you must: Complete the entire webinar, Pass a brief exam, and, Complete a brief evaluation form. You are required to achieve a passing score of 75 percent or higher. You are allowed three attempts to successfully complete the exam. If you are unsuccessful on the third attempt, you must re-purchase the course to try again. Eligibility for Insurance Premium Discounts Unless otherwise noted, you can combine 6 or more CE credit hours earned from The Trust’s webinars and become eligible for a 10% savings on your Trust Sponsored Professional Liability Insurance premium for one renewal. You can also combine 4 or more CE credit hours earned from The Trust’s webinars or any other continuing education programs authorized by APA to offer CE credit and become eligible for a 5% savings on your Trust Sponsored Professional Liability Insurance premium for one renewal. To obtain CE discounts, download and submit CE certificates (totaling 4 or 6 hours as explained above and completed within the previous 15 months) with your insurance application/renewal. Discounts are not applicable to Researcher/Academician or Student policies. Group policies become eligible for CE discounts when at least 50% of individuals insured under the group policy submit CE certification totaling the number of credits needed for a particular percentage discount. All applications are individually underwritten and submission of CE certification will not guarantee insurance policy issuance or renewal. Continuing Education Credits The Trust is approved by the American Psychological Association to sponsor continuing education for psychologists. The Trust maintains responsibility for this program and its content. The Trust is recognized by the New York State Education Department’s State Board for Psychology as an approved provider of continuing education for licensed psychologists #PSY-0019. Continuing Education Grievance Policy The Trust is fully committed to conducting all activities in strict conformance with the American Psychological Association's Ethical Principles of Psychologists. The Trust will comply with all legal and ethical guidelines for non-discrimination in promotional activities, program content and in the treatment of CE participants. The Trust CE Director is responsible for complying with these standards. While the Trust strives to assure fair treatment for all participants and to anticipate problems before they occur, occasionally grievances may be filed. In cases where a participant files a written or oral grievance, the following actions are taken: If the grievance concerns the content of the workshop, webinar, book or the continuing education test, a Trust representative will mediate and will be the final arbitrator. If the participant requests action, the CE Director or a Trust representative will either provide a credit for a subsequent CE offering or provide a partial or full refund of the CE fee already paid. Actions involving a credit or a refund will require a written note documenting the grievance for record-keeping purposes. The aggrieved individual need not sign the note. If the grievance specifically concerns The Trust, the CE Director or Trust representative will attempt to arbitrate. Direct correspondence to: Continuing Education The Trust 111 Rockville Pike, Suite 700 Rockville, MD 20850 Phone: (800) 477-1200 Email: grievances@trustinsurance.com NOTE: This information is provided as a risk management resource and is not legal advice or an individualized personal consultation. At the time this resource was prepared, all information was as current and accurate as possible; however, regulations, laws, or prevailing professional practice standards may have changed since the posting or recording of this resource. Accordingly, it is your responsibility to confirm whether regulatory or legal issues that are relevant to you have since been updated and/or to consult with your professional advisors or legal counsel for timely guidance specific to your situation. As with all professional use of material, please explicitly cite The Trust Companies as the source if you reproduce or distribute any portion of these resources. Reproduction or distribution of this resource without the express written permission of The Trust Companies is strictly prohibited. Read more

Child abuse reporting laws have been in place for some 50 years. Typical state statutes mandate reports by mental health professionals, impose penalties for failure to report, and provide immunity from liability for mandated reporters. These requirements and protections notwithstanding, mandated reporters can still encounter risks of complaints and suits when fulfilling their statutory obligations. This webinar reviews the general structure of reporting laws, the range of protections afforded by different state statutes, The Trust Risk Management Team’s view of reporting requirements, and a series of steps professionals can take to reduce the risks associated with making these reports. Instructor: Daniel O. Taube, J.D., Ph.D. [Note] This webinar was filmed in 2020 and may not reflect the most current information and laws regarding this topic. Learning Objectives List three common standards for reporting. Describe three typical immunity standards. Name The Trust RM perspective on mandated reporting. List four methods of reducing risks when required to make a mandated report. Important Notice Because this webinar is on-demand, once you are registered and have created a login account, you can view the webinar at any time in whatever time increments are most convenient. In order to download your CE certificate, receive CE credits, and become eligible for a discount on your Trust Sponsored Professional Liability Insurance policy premium, you must: Complete the entire webinar, Pass a brief exam, and, Complete a brief evaluation form. You are required to achieve a passing score of 75 percent or higher. You are allowed three attempts to successfully complete the exam. If you are unsuccessful on the third attempt, you must re-purchase the course to try again. Eligibility for Insurance Premium Discounts Unless otherwise noted, you can combine 6 or more CE credit hours earned from The Trust’s webinars and become eligible for a 10% savings on your Trust Sponsored Professional Liability Insurance premium for one renewal. You can also combine 4 or more CE credit hours earned from The Trust’s webinars or any other continuing education programs authorized by APA to offer CE credit and become eligible for a 5% savings on your Trust Sponsored Professional Liability Insurance premium for one renewal. To obtain CE discounts, download and submit CE certificates (totaling 4 or 6 hours as explained above and completed within the previous 15 months) with your insurance application/renewal. Discounts are not applicable to Researcher/Academician or Student policies. Group policies become eligible for CE discounts when at least 50% of individuals insured under the group policy submit CE certification totaling the number of credits needed for a particular percentage discount. All applications are individually underwritten and submission of CE certification will not guarantee insurance policy issuance or renewal. Continuing Education Credits The Trust is approved by the American Psychological Association to sponsor continuing education for psychologists. The Trust maintains responsibility for this program and its content. The Trust is recognized by the New York State Education Department’s State Board for Psychology as an approved provider of continuing education for licensed psychologists #PSY-0019. Continuing Education Grievance Policy The Trust is fully committed to conducting all activities in strict conformance with the American Psychological Association's Ethical Principles of Psychologists. The Trust will comply with all legal and ethical guidelines for non-discrimination in promotional activities, program content and in the treatment of CE participants. The Trust CE Director is responsible for complying with these standards. While the Trust strives to assure fair treatment for all participants and to anticipate problems before they occur, occasionally grievances may be filed. In cases where a participant files a written or oral grievance, the following actions are taken: If the grievance concerns the content of the workshop, webinar, book or the continuing education test, a Trust representative will mediate and will be the final arbitrator. If the participant requests action, the CE Director or a Trust representative will either provide a credit for a subsequent CE offering or provide a partial or full refund of the CE fee already paid. Actions involving a credit or a refund will require a written note documenting the grievance for record-keeping purposes. The aggrieved individual need not sign the note. If the grievance specifically concerns The Trust, the CE Director or Trust representative will attempt to arbitrate. Direct correspondence to: Continuing Education The Trust 111 Rockville Pike, Suite 700 Rockville, MD 20850 Phone: (800) 477-1200 Email: grievances@trustinsurance.com NOTE: This information is provided as a risk management resource and is not legal advice or an individualized personal consultation. At the time this resource was prepared, all information was as current and accurate as possible; however, regulations, laws, or prevailing professional practice standards may have changed since the posting or recording of this resource. Accordingly, it is your responsibility to confirm whether regulatory or legal issues that are relevant to you have since been updated and/or to consult with your professional advisors or legal counsel for timely guidance specific to your situation. As with all professional use of material, please explicitly cite The Trust Companies as the source if you reproduce or distribute any portion of these resources. Reproduction or distribution of this resource without the express written permission of The Trust Companies is strictly prohibited. Read more

A new generation of outcome measures makes it more feasible than ever to integrate routine measurement into a private practice or agency. Your clients can submit these measures on-line, they are scored automatically, and you can obtain the results immediately and prior to your next session. In this presentation, you will learn how these measures can be used to generate reliable evidence of client outcomes and progress right in your own practice. In Part II, we will focus on process and structural measures of mental health and introduce a plan to implement routine outcome measurement in your practice or agency. Instructor: Patrick Miles, Ph.D. [Note] This webinar was filmed in 2017 and may not reflect the most current information and laws regarding this topic. Learning Objectives Identify process measures of quality in mental health. Identify structural measures of quality in mental health. Describe using Plan, Do, Study, Act (PDSA) cycles to manage change during implementation. Identify strategies to address barriers during implementation of ROM. Describe using learning or research collaborations to promote sustainability. Important Notice Because this webinar is on-demand, once you are registered and have created a login account, you can view the webinar at any time in whatever time increments are most convenient. In order to download your CE certificate, receive CE credits, and become eligible for a discount on your Trust Sponsored Professional Liability Insurance policy premium, you must: Complete the entire webinar, Pass a brief exam, and, Complete a brief evaluation form. You are required to achieve a passing score of 75 percent or higher. You are allowed three attempts to successfully complete the exam. If you are unsuccessful on the third attempt, you must re-purchase the course to try again. Eligibility for Insurance Premium Discounts Unless otherwise noted, you can combine 6 or more CE credit hours earned from The Trust’s webinars and become eligible for a 10% savings on your Trust Sponsored Professional Liability Insurance premium for one renewal. You can also combine 4 or more CE credit hours earned from The Trust’s webinars or any other continuing education programs authorized by APA to offer CE credit and become eligible for a 5% savings on your Trust Sponsored Professional Liability Insurance premium for one renewal. To obtain CE discounts, download and submit CE certificates (totaling 4 or 6 hours as explained above and completed within the previous 15 months) with your insurance application/renewal. Discounts are not applicable to Researcher/Academician or Student policies. Group policies become eligible for CE discounts when at least 50% of individuals insured under the group policy submit CE certification totaling the number of credits needed for a particular percentage discount. All applications are individually underwritten and submission of CE certification will not guarantee insurance policy issuance or renewal. Continuing Education Credits The Trust is approved by the American Psychological Association to sponsor continuing education for psychologists. The Trust maintains responsibility for this program and its content. The Trust is recognized by the New York State Education Department’s State Board for Psychology as an approved provider of continuing education for licensed psychologists #PSY-0019. Continuing Education Grievance Policy The Trust is fully committed to conducting all activities in strict conformance with the American Psychological Association's Ethical Principles of Psychologists. The Trust will comply with all legal and ethical guidelines for non-discrimination in promotional activities, program content and in the treatment of CE participants. The Trust CE Director is responsible for complying with these standards. While the Trust strives to assure fair treatment for all participants and to anticipate problems before they occur, occasionally grievances may be filed. In cases where a participant files a written or oral grievance, the following actions are taken: If the grievance concerns the content of the workshop, webinar, book or the continuing education test, a Trust representative will mediate and will be the final arbitrator. If the participant requests action, the CE Director or a Trust representative will either provide a credit for a subsequent CE offering or provide a partial or full refund of the CE fee already paid. Actions involving a credit or a refund will require a written note documenting the grievance for record-keeping purposes. The aggrieved individual need not sign the note. If the grievance specifically concerns The Trust, the CE Director or Trust representative will attempt to arbitrate. Direct correspondence to: Continuing Education The Trust 111 Rockville Pike, Suite 700 Rockville, MD 20850 Phone: (800) 477-1200 Email: grievances@trustinsurance.com NOTE: This information is provided as a risk management resource and is not legal advice or an individualized personal consultation. At the time this resource was prepared, all information was as current and accurate as possible; however, regulations, laws, or prevailing professional practice standards may have changed since the posting or recording of this resource. Accordingly, it is your responsibility to confirm whether regulatory or legal issues that are relevant to you have since been updated and/or to consult with your professional advisors or legal counsel for timely guidance specific to your situation. As with all professional use of material, please explicitly cite The Trust Companies as the source if you reproduce or distribute any portion of these resources. Reproduction or distribution of this resource without the express written permission of The Trust Companies is strictly prohibited. Read more

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