FiCEP Exam Prep | Questions with 100% Correct
Answers | Verified | Latest Update 2026
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Terms in this set (204)
Financial Counseling Myths Misconceptions like finding quick solutions and
blaming members for failure.
Financial Counseling Is Unpredictable
Creative
Interactive
Spontaneous
Weighing Options
Suggesting Solutions
Financial Counseling Isn't A substitute for professional therapy, a one-size-
fits-all formula or an opportunity for counselors to
take control.
Financial Counselor Qualities Being a good listener, non-judgmental and the
ability to control the conversation
Decision Making Tools Essential obligations, force-field analysis, and cost-
benefit analysis.
Essential Obligations decision Defining the needs the member must fulfill.
making tool
, Force-Field Analysis decision making View all the forces in favor of or against a plan.
tool
Cost-Benefit Analysis decision Weighing the costs and benefits of two solutions.
making tool
Benefits of counseling credit union Increased productivity, reduced absenteeism,
employees increased loyalty and increased benefit enrollment.
Scaling A decision making technique that involves a rating
system to rank needs, goals or levels of motivation.
Reframing A decision making technique that involves helping
members look at something differently.
Using exceptions A decision making technique that involves focusing
on a positive outcome.
Future pacing A decision making technique that involves looking
into the future to see how things could be.
Quotes and stories A decision making technique that involves
demonstrating how the member can succeed
because others have done so.
Metaphors A decision making technique that involves
expressing a current situation in terms that
represent an alternate reality.
You should not try to change a Values
member's...
Answers | Verified | Latest Update 2026
Save
Terms in this set (204)
Financial Counseling Myths Misconceptions like finding quick solutions and
blaming members for failure.
Financial Counseling Is Unpredictable
Creative
Interactive
Spontaneous
Weighing Options
Suggesting Solutions
Financial Counseling Isn't A substitute for professional therapy, a one-size-
fits-all formula or an opportunity for counselors to
take control.
Financial Counselor Qualities Being a good listener, non-judgmental and the
ability to control the conversation
Decision Making Tools Essential obligations, force-field analysis, and cost-
benefit analysis.
Essential Obligations decision Defining the needs the member must fulfill.
making tool
, Force-Field Analysis decision making View all the forces in favor of or against a plan.
tool
Cost-Benefit Analysis decision Weighing the costs and benefits of two solutions.
making tool
Benefits of counseling credit union Increased productivity, reduced absenteeism,
employees increased loyalty and increased benefit enrollment.
Scaling A decision making technique that involves a rating
system to rank needs, goals or levels of motivation.
Reframing A decision making technique that involves helping
members look at something differently.
Using exceptions A decision making technique that involves focusing
on a positive outcome.
Future pacing A decision making technique that involves looking
into the future to see how things could be.
Quotes and stories A decision making technique that involves
demonstrating how the member can succeed
because others have done so.
Metaphors A decision making technique that involves
expressing a current situation in terms that
represent an alternate reality.
You should not try to change a Values
member's...
