Core Certifications

Financial Counselor Certification Program


Description

The Certified Financial Counselor designation provides financial counselors with the knowledge, skills and abilities to teach clients how to considerably improve their financial well-being.

This program covers the entire financial picture, including:
• Counseling and coaching strategies
• The psychology of money
• Credit and banking
• Debt management
• Student loans
• Housing
• Retirement
• Ethics, resources and more

Our Certified Financial Counselors are prepared to help consumers with nearly any financial issue, from start to finish, by empowering through education.

Bound Manual: $250.00

Content
  • Join the Community
  • Foreword/Introduction to Financial Counselor Certification Program
  • Roles and Skills of Financial Counseling and Coaching
  • Keys to Success: Introduction
  • Grading
  • 1.1 The Components of Financial Well-Being
  • 1.2 Establishing the Client/Counselor Relationship
  • 1.3 Rapport Building/Attending
  • 1.4 Poverty, Culture and Socioeconomic Variables/Cultural Responsiveness
  • 1.5 Active Listening/Reflective and Non-reflective Listening
  • 1.6 Asking the Right Questions
  • 1.7 Keywords
  • 1.8 Lecture 1
  • 1.9 Assignment
  • 2.1 The Problem-Solving Process
  • 2.2: Where the Client is Now (Spending Plan Analysis)
  • 2.3 Where the Client Wants to Go (Life/Financial Planning)
  • 2.4 How the Client will Get There (Creating the Action Plan)
  • 2.5 Keywords
  • 2.6 Lecture 2
  • 2.7 Assignment
  • 3.1 Banking Basics
  • 3.2 Credit Basics
  • 3.3: Choosing Credit Wisely
  • 3.4 Using Credit Wisely
  • 3.5 Understanding Credit Reports
  • 3.6 Credit Scoring
  • 3.7 Changes and New Credit Scoring Methods
  • 3.8 Keywords
  • 3.9 Lecture 3
  • 3.10 Assignment
  • 4.1 Getting Into Debt
  • 4.2 Debt Collection
  • 4.3 Advanced Stages of the Collection Process
  • 4.4 Stages of the Collection Process: Appendix 1 & 2
  • 4.5 The Consequences of Unpaid Debt
  • 4.6 Getting Out of Debt
  • 4.7 Bankruptcy
  • 4.8 Keywords
  • 4.9 Lecture 4
  • 4.10 Assignment
  • 5.1 Appendix A: Ethics
  • 5.2 Appendix B: Consumer Resources
  • 5.3 Appendix C: Consumer Protection Legislation
  • 5.4 Keys to Success Review
  • 5.5 Keys to Success Practice Test
  • 6.1 Financial Coaching: Optimizing Communication through Personality Types
  • 6.2 Financial Coaching: Myers-Briggs Types and Decision Making
  • 6.3 Financial Coaching: Motivational Interviewing
  • 6.4 Financial Coaching: Self-Determination Theory
  • 6.5 Financial Coaching: Emotional Intelligence
  • 6.6 Financial Coaching: The Four Stages of Competence
  • 6.7 Financial Coaching: Clarifying Values
  • 6.7a Values Inventory
  • 6.8 Financial Coaching: Identifying Personal Strengths and Weaknesses
  • 6.9 Financial Coaching: Solution-Oriented Problem Solving
  • 6.10 Financial Coaching: Managing Change
  • 6.11 Financial Coaching: Understanding Financial Habits
  • 6.12 Financial Coaching: How Are Habits Formed?
  • 6.13 Financial Coaching: Financial Coaching Sessions & Financial Literacy
  • 6.14 Financial Coaching: Banking Resources for Self-Sufficiency
  • 6.15 Financial Coaching: Loan Qualification
  • 6.16 Financial Coaching: Credit Cards and Evaluating Products and Offers
  • 6.17 Financial Coaching: Predatory Lending and Payday Loans
  • 6.18 Financial Coaching: Identity Theft
  • 7.1 Credit Counseling Today: From Credit Cards to Credit Counseling
  • 7.2 Credit Counseling Today: Not Legal Advice or Therapy
  • 7.3 Credit Counseling Today: The Debt Management Plan
  • 7.4 Credit Counseling Today: Review and Notes
  • 8.1 The Power of Negotiation: The Industry
  • 8.2 The Power of Negotiation: Negotiation and Conflict Management
  • 8.3 The Power of Negotiation: Appendix A
  • 8.4 The Power of Negotiation: Appendix B
  • 8.5 The Power of Negotiation: Appendix C
  • 8.6 The Power of Negotiation: References
  • 9.1a Essential Financial Topics: Housing
  • 9.1b Essential Financial Topics: Housing Part II
  • 9.1c Essential Financial Topics: Housing Part III
  • 9.1d Essential Guide to Buying Your First Home
  • 9.1e Foreclosure Survival Guide
  • 9.2 Essential Financial Topics: Retirement Planning
  • 9.3 Essential Financial Topics: Keywords
  • 10.1 Student Loans: Student Financial Aid
  • 10.2 Student Loans: The Cost of Higher Education
  • 10.3 Student Loans: Exploring Options - Where to Start
  • 10.4 Student Loans: Understanding and Locating Grants and Scholarships
  • 10.5 Student Loans: 529 Plans
  • 10.6 Student Loans: Shopping for Private Student Loans
  • 10.7 Student Loans: Assignment 1
  • 10.8 Student Loans: When Do Student Loan Payments Become Due?
  • 10.9 Student Loans: Who Does the Borrower Pay?
  • 10.10 Student Loans: Federal Student Loan Repayment Options
  • 10.11 Student Loans: Assignment 2
  • 10.12 Student Loans: Discharge, Cancellation, and Forgiveness Basics
  • 10.13 Student Loans: Discharge of Student Loan Debt
  • 10.14 Student Loans: Federal Perkins Loan Cancellation
  • 10.15 Student Loans: Student Loan Forgiveness While It Lasts
  • 10.16 Student Loans: Temporary Relief from Payment
  • 10.17 Student Loans: The Student Loan Counseling Process
  • 10.18 Student Loans: Assignment 3
  • 10.19 Student Loans: Default the Problem
  • 10.20 Student Loans: Delinquency, Default, and Consequences
  • 10.21 Student Loans: How to Handle the Defaulted Student Loan
  • 10.22 Student Loans: Assignment 4
  • 10.23 Student Loan Counseling Review Slides
  • 11.1 Types of Health Insurance
  • 11.1a Health Insurance Keywords
  • 11.2 Life Insurance
  • 11.3 Public Benefits
  • Check Your Credit
  • Coaching Claire: Session 1
  • Coaching Claire: Session 2
  • Coaching Claire: Session 3
  • Coaching Claire: Session 4
  • Coaching Claire: Session 5
  • Coaching Claire: Session 6
  • Coaching Claire: Session 7
  • Coaching Claire: Session 8
  • Meet the Martins: Session 1
  • Meet the Martins: Session 2
  • Meet the Martins: Session 3
  • Meet the Martins: Session 4
  • Meet the Martins: Session 5
  • Course Evaluation
  • Schedule Your Exam
  • Certified Financial Counselor Final Exam
  • Essay
Completion rules
  • All units must be completed