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
  • INTRODUCTION
  • Foreword/Introduction to Financial Counselor Certification Program
  • Roles and Skills of Financial Counseling and Coaching
  • Grading
  • Join the Community
  • INSTRUCTOR INFORMATION
  • Join Us Every Tuesday for a LIVE Instructor Chat!
  • MODULE 1: DEFINING THE ROLE OF THE FINANCIAL COUNSELOR
  • Keys to Success: 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
  • 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 4: How the Client will Get There
  • Module 2 Keywords
  • Keys to Success: Module 2 Lecture
  • Module 2 Assignment
  • 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
  • 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
  • Bankruptcy With Bonnie
  • Stages of the Collection Process
  • Stages of the Collection Process: Appendix 1 & 2
  • Module 4 Keywords
  • Keys to Success: Module 4 Lecture
  • Module 4 Assignment
  • MODULE 5: ADDITIONAL INFORMATION
  • Appendix A: Ethics
  • Appendix B: Consumer Resources
  • Appendix C: Consumer Protection Legislation
  • Keys to Success Review
  • 5.5 Keys to Success Practice Test
  • MODULE 6: CAREER COACHING
  • Module 6, Unit 1: Optimizing Communication by Understanding Personality Types
  • Module 6, Unit 2: Myers-Briggs Types and Decision Making
  • Module 6, Unit 3: Motivational Interviewing
  • Module 6, Unit 4: Self-Determination Theory
  • Module 6, Unit 5: Emotional Intelligence
  • Module 6, Unit 6: The Four Stages of Competence
  • Module 6, Unit 7: Clarifying Values
  • 6.7a Values Inventory
  • Module 6, Unit 8: Identifying Personal Strengths and Weaknesses
  • Module 6, Unit 9: Solution-Oriented Problem Solving
  • Module 6, Unit 10: Managing Change
  • Module 6, Unit 11: Understanding Financial Habits
  • Module 6, Unit 12: How Are Habits Formed?
  • Module 6, Unit 13: Financial Coaching Sessions and Financial Literacy
  • Module 6, Unit 14: Banking Resources for Self-Sufficiency
  • Module 6, Unit 15 Loan Qualification
  • Module 6: Unit 16: Credit Cards and Evaluating Products and Offers
  • Module 6, Unit 17: Predatory Lending and Payday Loans - Dangers and Alternatives
  • Module 6, Unit 18: Identity Theft
  • Module 6, Unit 19: Mechanics of Credit Scores
  • Module 6, Unit 20: Disputing Credit Reports
  • Module 6, Unit 21: Spending Plan Analysis
  • Module 6, Unit 22: Useful Terms
  • MODULE 7: CREDIT COUNSELING TODAY
  • Module 7, Unit 1: From Credit Cards to Credit Counseling
  • Module 7, Unit 2: Not Legal Advice or Therapy
  • Module 7, Unit 3: The Debt Management Plan
  • Module 7, Unit 4:Credit Counseling Today: Review and Notes
  • MODULE 8: THE POWER OF NEGOTIATION
  • Module 8, Unit 1: The Industry
  • Module 8, Unit 2: Negotiation and Conflict Management
  • Module 8, Unit 3: Appendix A
  • Module 8, Unit 4: Appendix B
  • Module 8, Unit 5: Appendix C
  • Module 8, Unit 6: References
  • MODULE 9: ESSENTIAL FINANCIAL TOPICS
  • Module 9, Unit 1-A: Essential Financial Topics: Housing
  • 9.1b Essential Financial Topics: Housing Part II
  • 9.1c Essential Financial Topics: Housing Part III
  • 9.2 Essential Financial Topics: Retirement Planning
  • 9.3 Essential Financial Topics: Keywords
  • MODULE 10: STUDENT LOAN COUNSELING
  • Module 10, Unit 1: Student Loans: Student Financial Aid
  • Module 10, Unit 2: The Cost of Higher Education
  • Module 10, Unit 3: Exploring Options - Where to Start
  • Module 10, Unit 4: Understanding and Locating Grants and Scholarships
  • Module 10, Unit 5: 529 Plans
  • Module 10, Unit 6: Shopping for Private Student Loans
  • Module 10, Unit 7: Student Loan Assignment 1
  • Module 10, Unit 8: When Do Student Loan Payments Become Due?
  • Module 10, Unit 9: Who Does the Borrower Pay?
  • Module 10, Unit 10: Federal Student Loan Repayment Options
  • Module 10, Unit 11: Student Loan Assignment 2
  • Module 10, Unit 12: Discharge, Cancellation, and Forgiveness Basics
  • Module 10, Unit 13: Discharge of Student Loan Debt
  • Module 10, Unit 14: Federal Perkins Loan Cancellation
  • Module 10, Unit 15: Student Loan Forgiveness While It Lasts
  • Module 10, Unit 16: Temporary Relief from Payment
  • Module 10, Unit 17: The Student Loan Counseling Process
  • Module 10, Unit 18: Student Loan Assignment 3
  • Module 10, Unit 19: Default the Problem
  • Module 10, Unit 20: Delinquency, Default, and Consequences
  • Module 10, Unit 21: How to Handle the Defaulted Student Loan
  • Module 10, Unit 22: Student Loan Assignment 4
  • Module 10, Unit 23; Student Loan Counseling Review Slides
  • MODULE 11: public benefits
  • Module 11: Health/Public Benefits
  • Module 11, Unit 1: Health Insurance/Public Benefits
  • Module 11, Unit 2: Life Insurance
  • Module 11, Unit 3: Disability Resources
  • Module 11: Health Insurance Keywords
  • MODULE 12: TAXES
  • Module 12: Taxes
  • Module 12, Unit 1: Overview
  • Module 12, Unit 2: Four Areas of Discussion
  • Module 12, Unit 3: The 1040 - Page 1, Page 2, and Schedule 1
  • Module 12, Unit 4: Adjustments and Deductions
  • Module 12, Unit 5: Determining Your Taxable Income and Tax Due
  • Module 12, Unit 6: Tax Form Examples
  • Module 12, Unit 6 A: Tax Form Example
  • Module 12, Unit 6 B: Tax Form Example
  • Check Your Credit
  • PRACTICE COACHING: CLAIRE
  • 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
  • practice coaching: the martins
  • 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
  • CASE STUDY: HEATHER HUGHES
  • Case Study: Introduction
  • Case Study: Preliminary Information
  • Case Study: Worksheet 1
  • Case Study: Worksheet 2
  • Case Study - Heather Hughes Video
  • Case Study: Review Notes
  • Case Study: PowerPoint Presentation Copy
  • Case Study: Worksheet 1 (Completed)
  • Case Study: Worksheet 2 (Completed)
  • Course Evaluation
  • FINAL EXAM
  • Schedule Your Exam
  • Certified Financial Counselor Final Exam
  • Essay
Completion rules
  • You must complete the test "Certified Financial Counselor Final Exam"
  • Leads to a certification with a duration: 2 years