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Practice questions for this set
Learn 1 /7 Study with Learn
1.) Paycheck to Paycheck
2.) Monthly
3.) Quarterly
4.) Annually
Choose an answer
What are Financial Counseling
1 2 Cash Flow Cycles
Myths?
What should you help members
3 What is future pacing? 4
change?
Don't know?
Terms in this set (141)
, What are Financial Counseling 1. Counselors can provide instant relief. 2.
Myths? Budgeting means denying oneself. 3. Budgeting
requires an accounting
background. 4. People in financial trouble spend
too much. 5. Everyone follows counselors'
recommendations. 6. The member will be as
dedicated to making the plan work as the
counselor. 7. If a plan fails, it is the member's fault.
8. If a plan fails, it means the member can never
succeed. 9. Counselors can help everyone. 10.
Everyone wants to pay off debt.
What are Program Necessities? 1. Confidentiality- Omit names when reporting
appointments as part of program tracking. 2.
Understanding. 3. Multiple methods and subjects.
4. Survey Employees.
What are Essential Counselor 1. Good Listener 2. Nonjudgmental 3. Control the
Qualities? interview and other member interactions.
What are Vital Counselor Skills? 1. Ask perceptive questions. 2. Observe nonverbal
clues. (Open ended questions) 3. Help members
asses behaviors and attitudes. 4. Express empathy
for members. 5. Assist members to identify needs
and wants. Empathy vs Sympathy. Explore money
mgmt skills. Assemble a complete financial picture.
Develop a workable budget. Gain agreement on
budget with member. Suggest workable
approaches and potential solutions.
What should you help members Attitude. Behaviors. Perception.(Not values)
change?