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
  • Join the Community
  • Grading
  • Instructor Information
  • Meet your Instructor!
  • Join Us for a LIVE Instructor Chat!
  • Module 1: Defining the Role of the Financial Counselor
  • Module 1: Defining the Role of the 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: 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-Spending Plan
  • 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 Statement and Income and Expense Statement
  • Module 3: Demystifying Consumer Credit
  • 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
  • Credit Score Webinar
  • Credit Building
  • Check Your Credit
  • 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: Understanding and Dealing with Debt
  • Module 4, Unit 1: Getting Into Debt
  • Module 4, Unit 2: Debt Collection
  • Module 4, Unit 3: Medical Debt
  • Module 4, Unit 4: Stages of the Collection Process
  • Continued: Stages of the Collection Process
  • Module 4, Unit 5: The Consequences of Unpaid Debt
  • Module 4, Unit 6: Getting Out of Debt
  • Module 4, Unit 7: Bankruptcy
  • Bankruptcy With Bonnie
  • Module 4 Keywords
  • Keys to Success: Module 4 Lecture
  • Module 4 Assignment
  • Appendices
  • Appendix A: Ethics
  • Appendix B: Consumer Resources
  • Appendix C: Consumer Protection Legislation
  • Credit Counselor Supplement Material
  • Introduction to Supplements
  • Credit Counseling Today
  • Credit Counseling Today Introduction
  • Credit Counseling Today: From Credit Cards to Credit Counseling
  • Credit Counseling Today: Between Legal Advice and 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
  • Case Study: Fred and Fay
  • The Power of Negotiation: Appendix A
  • The Power of Negotiation: Appendix B
  • The Power of Negotiation: Appendix C
  • The Power of Negotiation: References
  • Essential Financial Topics
  • Essential Financial Topics: Housing
  • Essential Financial Topics: Getting a Mortgage
  • Essential Financial Topics: Calculating the Monthly Payment
  • Essential Financial Topics: Housing Continued
  • Essential Financial Topics:First Time Homebuyer
  • Essential Financial Topics: Student Financial Aid
  • Essential Financial Topics: Investments and Retirement
  • Essential Financial Topics: Keywords
  • Case study: Part 3
  • Brie and George Case Study: Final Appointment
  • New Strategies
  • 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"