Core Certifications

Credit Counselor Certification Program


Description
Our holistic approach to credit counseling provides our Credit Counselors with practical financial knowledge and effective counseling techniques to teach clients how to considerably improve their financial well-being.

Our Credit Counselors:

- Counsel the financially stressed
- Implement financial plans with clients
- Educate clients on finances
Content
  • INTRODUCTION
  • Keys to Success: Introduction
  • Grading
  • Join the Community
  • Instructor Information
  • Join Us Every Tuesday for a LIVE Instructor Chat!
  • 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 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 Statement and Income and Expense Statement
  • Answers for Brie and George's Net Worth and Income and Expense Statement
  • 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: Additional Information
  • 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
  • Brie and George Case Study: Preliminary Information
  • Brie and George: Additional Information
  • Strategies to Implement
  • Appendices and Review
  • Appendix A: Ethics
  • Appendix B: Consumer Resources
  • Appendix C: Consumer Protection Legislation
  • Essential Financial Topics
  • Essential Financial Topics: Announcement
  • Essential Financial Topics: Housing Part I
  • 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
  • Credit Counseling Today
  • Credit Counseling Today: From Credit Cards to Credit Counseling
  • Credit Counseling Today: Not Legal Advice or Therapy
  • Credit Counseling Today: The Debt Management Plan
  • Credit Counseling Today: Review and Notes
  • The Power of Negotiation
  • The Power of Negotiation: The Industry
  • The Power of Negotiation: Negotiation and Conflict Management
  • The Power of Negotiation: Appendix A
  • The Power of Negotiation: Appendix B
  • The Power of Negotiation: Appendix C
  • The Power of Negotiation: References
  • EXAM REVIEW
  • Keys to Success Review
  • Certified Credit Counselor Practice Test
  • Schedule Your Exam
  • FINAL EXAM
  • Certified Credit Counselor Final Exam
  • Course Evaluation
Completion rules
  • You must complete the test "Certified Credit Counselor Final Exam"
  • Leads to a certification with a duration: 2 years