Financial Health Counselor Certification Program

Core Certifications


Description

A Certified Financial Health Counselor focuses on building a better future for clients suffering from financial distress. By combining the latest counseling techniques with valuable financial skills, Certified Financial Health Counselors empower their clients to take control of their finances effectively and independently to improve their present and prepare for their future.

Certified Financial Health Counselors:

- Provide counseling and life planning for the financially stressed
- Establish life goals (education, automobile, home, retirement, etc.) with clients
- Educate clients on life planning

Content
  • Introduction
  • Module 1, Unit 1: The Components of Financial Well-Being
  • Module 1, Unit 2: Establishing the Client/Counselor Relationship
  • Module 1, Unit 3: Rapport Building
  • Module 1, Unit 4: Poverty, Culture and Socioeconomic Variables
  • Module 1, Unit 5: Active Listening
  • Module 1, Unit 6: Asking the Right Questions
  • Module 1 Keywords
  • Module 1 Lecture
  • Module 1 Assignment
  • Module 2, Unit 1: The Problem-Solving Process
  • Module 2, Unit 2: Where the Client is Now
  • Module 2, Unit 3: Where the Client Wants to Go
  • Module 2, Unit 4: How the Client will Get There
  • Module 2 Keywords
  • Module 2 Lecture
  • Module 2 Assignment
  • Module 3, Unit 1: Banking Basics
  • Module 3, Unit 2: Credit Basics
  • Module 3, Unit 3: Choosing Credit Wisely
  • Module 3, Unit 4: Using Credit Wisely
  • Module 3, Unit 5: Understanding Credit Reports
  • Module 3, Unit 6: Credit Scoring
  • Module 3 Keywords
  • Module 3 Lecture
  • Module 3 Assignment
  • Module 4, Unit 1: Getting Into Debt
  • Module 4, Unit 2: Debt Collection
  • Module 4, Unit 3: The Consequences of Unpaid Debt
  • Module 4, Unit 4: Getting Out of Debt
  • Module 4, Unit 5: Bankruptcy
  • Module 4 Keywords
  • Module 4 Lecture
  • Module 4 Assignment
  • Appendix A: Ethics
  • Appendix B: Consumer Resources
  • Appendix C: Consumer Protection Legislation
  • Keys to Success Review
  • Essential Financial Topics: Housing
  • Essential Financial Topics: Housing Part II
  • Essential Financial Topics: Housing Part III
  • Essential Financial Topics: Student Financial Aid
  • Essential Financial Topics: Retirement Planning
  • Essential Financial Topics: Keywords
  • Practice Test
  • Course Evaluation
  • Schedule Your Exam
  • Final Certification Exam
Completion rules
  • All units must be completed