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Core Certifications → PayGo

Financial Counselor Certification - Part 1 - NACCC PayGo


Description

Part 1 of the Financial Counselor Certification Program:


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
  • Join the Community
  • INSTRUCTOR INFORMATION
  • Join Us for a LIVE Instructor Chat!
  • Meet your Instructor!
  • Grading
  • Module 1
  • Keys to Success: Introduction
  • 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
  • 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
  • Next Steps
Completion rules
  • All units must be completed
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