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Certified Personal Financial Counselor
Questions and Correct Answers/ Latest
Update / Already Graded
What are the parameters known as process goals?
Ans: Establish trust make the environment one in which financial matters
can be openly discussed and solutions presented
What are outcome goals?
Ans: Your clients have goals of their own that they will bring with them
these are outcome goals
What is the initial purpose of a financial counseling session?
Ans: To get your clients comfortable and familiar with financial matters
mainly terms and concepts
How is communication defined by Miriam Webster?
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Ans: A technique for expressing ideas effectively.
How much of our communication is nonverbal?
Ans: It has been said that more than two thirds of our communication is
nonverbal.
What are some communications that are frequently unconscious?
Ans: They may include facial expressions such as a smile a grimace or a
frown. They can also include body language such as I contact crossed
arms and stiff body the use of personal space by moving closer towards
someone or standing further away as well as visual aids such as charts
graphs are written words videos, and appearance
What is cognitive communication?
Ans: It is the exchange of factual information, such as gathering financial
data from your client to include his or her budget
What is social communication?
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Ans: Social communication is break the ice conversation. You want to
keep the topics neutral.
What is expressive communication?
Ans: Expressive communication is how you relay your messages, you
through the spoken or written word, by using body language or visual
aids.
What is persuasive communication?
Ans: Persuasive communication is how you can influence your clients
beliefs; the ultimate goal being a change of behavior and how they
handle their finances. A change in Belief can lead to a change of
behavior
How much do most people remember what they here?
Ans: Roughly 25%
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Aside from having an open mind and an open set of years, how can
you listen effectively?
Ans: One technique is called reflective or active listening. Under this
method you provide feedback by repeating or reflecting the clients
words back to him or her.
What process ensures that the message you believe you heard is the
message the client meant to express?
Ans: Providing feedback by repeating or reflecting your client words
back to him or her. by doing this you can give clients opportunity to clarify
their thoughts, rephrase their words, or simply start over.
What is non-reflective listening technique?
Certified Personal Financial Counselor
Questions and Correct Answers/ Latest
Update / Already Graded
What are the parameters known as process goals?
Ans: Establish trust make the environment one in which financial matters
can be openly discussed and solutions presented
What are outcome goals?
Ans: Your clients have goals of their own that they will bring with them
these are outcome goals
What is the initial purpose of a financial counseling session?
Ans: To get your clients comfortable and familiar with financial matters
mainly terms and concepts
How is communication defined by Miriam Webster?
,2 | Page
Ans: A technique for expressing ideas effectively.
How much of our communication is nonverbal?
Ans: It has been said that more than two thirds of our communication is
nonverbal.
What are some communications that are frequently unconscious?
Ans: They may include facial expressions such as a smile a grimace or a
frown. They can also include body language such as I contact crossed
arms and stiff body the use of personal space by moving closer towards
someone or standing further away as well as visual aids such as charts
graphs are written words videos, and appearance
What is cognitive communication?
Ans: It is the exchange of factual information, such as gathering financial
data from your client to include his or her budget
What is social communication?
,3 | Page
Ans: Social communication is break the ice conversation. You want to
keep the topics neutral.
What is expressive communication?
Ans: Expressive communication is how you relay your messages, you
through the spoken or written word, by using body language or visual
aids.
What is persuasive communication?
Ans: Persuasive communication is how you can influence your clients
beliefs; the ultimate goal being a change of behavior and how they
handle their finances. A change in Belief can lead to a change of
behavior
How much do most people remember what they here?
Ans: Roughly 25%
, 4 | Page
Aside from having an open mind and an open set of years, how can
you listen effectively?
Ans: One technique is called reflective or active listening. Under this
method you provide feedback by repeating or reflecting the clients
words back to him or her.
What process ensures that the message you believe you heard is the
message the client meant to express?
Ans: Providing feedback by repeating or reflecting your client words
back to him or her. by doing this you can give clients opportunity to clarify
their thoughts, rephrase their words, or simply start over.
What is non-reflective listening technique?
