Starting and managing your private practice in psychology

Dr. Valentina Munoz, Psychologist. Ph. D.

All the tools so you can concentrate on what matters most: your clients.

Excerpt: starting a private practice

Download an outline here

  • 4h of continuing education
  • 25 lessons that last from 5 to 15 minutes each
  • 1 certificate of achievement
  • 1 power-point
  • 1 bibliography
  • 1 course evaluation
  • 4 months unlimited access
  • 7-day money back guarantee
  • 97% of participants who completed the satisfaction survey declare they would recommend this course to a colleague


Most professionals in helping roles will be self-employed at some point in their career. This training is designed to cover the essential topics related to private practice. You will discover what type of entrepreneur you are and how to build on your strengths. This training will also cover the different types of private practice structures so you can evaluate which one is right for you. In addition, basic legal and financial aspects will be presented and explained with concrete examples. This training will then focus on how to manage and administer your private practice, and necessary forms to get started will be put at your disposal. Finally, tips and tricks will be presented so you can maintain a healthy balance while being your own boss.

The main objective is to give you a toolbox to start, maintain, or modify your private practice as needed.

About the expert

Picture of Valentina Munoz [en]

Dr. Valentina Munoz has been a practicing clinical psychologist for over 15 years. She holds a PhD in clinical and research psychology from the University of Montreal, Canada. She specializes in cognitive behavioural therapy (CBT) to treat anxiety disorders in adults.

She also worked at the Douglas Mental Health University Institute for many years, where she treated patients suffering from severe anxiety disorders with various co-morbid mental and social conditions, supervised doctoral interns, and served as co-leader for the Clinical Supervision Psychology Committee.

She currently has a private practice and offers training, including to the general public, to other mental health professionals, and in corporate settings. Her workshops, articles, and appearances in the media usually touch upon topics such as resilience, anxiety disorders, and stress management.

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Learning objectives

  1. Determining if starting your own business is for you and finding a suitable personalized formula
  2. Defusing typical fears encountered by those wishing to start a private practice
  3. Providing practical information about key aspects of starting a private practice

Learning material

This workshop includes theory as well as clinical examples. It includes videos ranging from 5-15 minutes in length. The PowerPoint of the workshop can be downloaded.


  • Powerpoint
  • 1. Presentation
  • Theme 1: What type of entrepreneur are you?

  • 2. Self-knowledge (Your strengths, chalenges, and entrepreneurial qualities)
  • 3. Assessing entrepreneurial and personal profiles
  • Theme 2: What type of private practice should you choose?

  • 4. Turnkey office and subletting with colleagues
  • 5. Solo rental, opening your clinic and practicing at home
  • 6. Webtherapy
  • 7. Office search- outdoor and indoor factors
  • 8. Space and layout of your office
  • 9. Dress code and key messages
  • Theme 3: What legal aspects should you consider?

  • 10. Different business legal structures
  • 11. Company name and trademark
  • 12. Insurance, membership and key messages about legal issues
  • Theme 4: What about your finances?

  • 13. Private vs public fees
  • 14. Fees and revenues of a private practice
  • 15. Taxes and finances takeways
  • Forms
  • Theme 5: How to manage the administrative side?

  • 16. Forms and progress notes
  • 17. Managing the practice
  • 18. Referrals
  • 19. Websites and key messages of administration
  • Theme 6: How to manage my daily practice

  • 20. First contact and managing appointments
  • 21. First session, session structure and general record keeping tips
  • Theme 7: How to maintain a healthy balance

  • 22. Self-assertion
  • 23. Boundaries and anticipating challenges
  • 24. Tips and tricks about balance
  • 25. Conclusion
  • Bibliography

CE Credits

Download a certificate of successful completion.


This training is intended for mental health professionals.


  • 4h of continuing education
  • 25 lessons that last from 5 to 15 minutes each
  • 1 certificate of achievement
  • 1 power-point
  • 1 bibliography
  • 1 course evaluation
  • 4 months unlimited access
  • 7-day money back guarantee

Legal notice

The courses offered by ASADIS are accredited by different professional organisations. In addition, ASADIS is approved by the Canadian Psychological Association to offer continuing education for psychologists. ASADIS maintains responsibility for the program.

The CPA’s approval of an individual, group, or organization as a CE Sponsor or Provider is restricted to the activities described in the approved application or annual report form. The CPA’s approval does not extend to any other CE activity the Sponsor or Provider might offer. In granting its approval, the CPA assumes no legal or financial obligations to Sponsors, Providers, or to those individuals who might participate in a Sponsor or Provider’s CE activities or programs. Further, responsibility for the content, provision, and delivery of any CE activity approved by the CPA remains that of the CE Sponsor or Provider. The CPA disclaims all legal liability associated with the content, provision, and delivery of the approved CE activity.

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