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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
  • Meet your Instructor!
  • Join Us for Our Weekly Live Instructor Chat!
  • Keys to Success Webinar!
  • MODULE 1: DEFINING THE ROLE OF THE FINANCIAL COUNSELOR
  • 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: Taking Control of Finances
  • 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 4a - How the Client will Get There-Bandura's Self-Efficacy/Rotter
  • Module 2, Unit 4b: 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: New Clients-First Appointment
  • Create a Net Worth and Income and Expense
  • Module 3: Demystifying Consumer Credit
  • 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: Follow-up Appointment
  • Observations and Guidance
  • Module 4: Understanding and Dealing with Debt
  • 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
  • Appendices
  • Appendix A: Coaching Agreement
  • Appendix B: Ethics
  • Appendix C: Consumer Resources
  • Appendix C: Consumer Protection Legislation
  • Coaching Basics and Cultural Responsiveness
  • Coaching Competencies
  • The Coaching Process
  • Basic Tenets of Effective Coaching
  • Coaching Agreement
  • Coaching Claire: Session 1
  • Effective and Productive Communication
  • Active Listening
  • Optimizing Communication by Understanding Personality Types
  • Asking Questions
  • Motivational Interviewing
  • Coaching Claire: Session 2
  • Understanding and Facilitating Self Reflection
  • Self-Determination Theory
  • Emotional Intelligence
  • The Four Stages of Competence
  • Coaching Claire: Session 3
  • 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"
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