Core Certifications

Financial Health Counselor Certification Program


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
  • Keys to Success: Introduction
  • Grading
  • Join the Community
  • Instructor Information
  • Join Us Every Tuesday for a LIVE Instructor Chat!
  • Module 1
  • 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
  • Keys to Success: Module 1 Lecture
  • Module 1 Assignment
  • mODULE 2
  • 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
  • Keys to Success: Module 2 Lecture
  • Module 2 Assignment
  • Case STUDY: PART 1
  • Case Study Instructions
  • Brie and George Case Study: Preliminary Information
  • Create a Net Worth and Income and Expense
  • Answers for Brie and George's Net Worth and Income and Expense Statement
  • Module 3
  • 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, Unit 7: Changes and New Credit Scoring Methods
  • Module 3 Keywords
  • Keys to Success: Module 3 Lecture
  • Module 3 Assignment
  • CASE STUDY: PART 2
  • Brie and George: Additional Information
  • Observations and Guidance
  • module 4
  • 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
  • Keys to Success: Module 4 Lecture
  • Module 4 Assignment
  • CASE STUDY: PART 3
  • Brie and George Case Study: Preliminary Information
  • Brie and George: Additional Information
  • Strategies to Implement
  • Appendices
  • Appendix A: Ethics
  • Appendix B: Consumer Resources
  • Appendix C: Consumer Protection Legislation
  • essential financial topics
  • 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
  • EXAM REVIEW
  • Keys to Success Review
  • Certified Financial Health Counselor Practice Test
  • Course Evaluation
  • FINAL EXAM
  • Schedule Your Exam
  • Certified Financial Health Counselor Final Exam
Completion rules
  • You must complete the test "Certified Financial Health Counselor Final Exam"
  • Leads to a certification with a duration: 2 years