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Financial Counseling
Modules 1-5
| Question | Answer |
|---|---|
| How do you create a welcoming and private space | communicate clearly with clients in a space that is comfortable, allows for privacy and uses space in a non-threatening manner. |
| What strategies can you use to build rapport with a client? | |
| What are the five steps of the financial counseling process? | Initiating, Exploring, Understanding and Acting |
| What are the terms of the client-counselor relationship? | Openness, Realistic Expectations, Structure, Power, Confirmation of differences and Mutual involvement |
| Define Building Rapport. | a process that takes place in the initiating stage of the counseling process, and is characterized by an effort to create a connection, to reduce tension, and to provide an overview of the process. |
| Define Confirmation of Differences | Recognizing the differences between the counselor and client with respect to financial values, beliefs, attitudes, risk tolerance and financial goals. |
| Define Constructive Feedback | a type of feedback with the effect of helping people measure how and if their behavior is helping them to achieve their goals. |
| Define Destructive Feedback | feedback with the effect of discouraging, invalidating, or belittling people. |
| Evaluating progress | In the evaluation stage, the priority is to review the action plan and evaluate progress toward the goal. |
| Define: Gathering information | a process that takes place in the exploring stage of counseling and is characterized by obtaining the facts and discovering important issues, such as clients’ needs, purposes, or goals. |
| Define: Mutual Involvement | mutual responsibility between counselor and client for setting goals and developing plans to achieve them and for follow-through. |
| Define: Negative Feedback | a type of feedback that helps people understand how their behavior might be undermining their goals. |
| Define: Openness | Individuals' willingness to share information about the topics under discussion and about personal aspects that relate to the purpose of the relationship. |
| Define Positive Feedback | a type of feedback that helps people understand how their behavior is helping them to achieve their goals. |
| Define Power | influence over another person stemming from various sources such as appearance, communicative style, general expertise, specialized knowledge, and the ability to control both decision-making and problem-solving processes for the client's benefit. |
| Define Realistic Expectations | exercising knowledge and experience to determine if stated goals are achievable. |
| Define Structure | the steps of the counseling process, including initiating, exploring, understanding, and acting. |
| Define Taking Action | In the acting stage, the client takes specific actions to advance the previously established purposes and/or goals. |
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