You have been discussing things with your client and you say, "Tell me what
brings you in today?"
What stage of the financial counseling process are you moving into? -
ANSWER Explore
Which of the following sources is the best source for a goal to come from? -
ANSWER The Client
A couple has twin sons that will be attending college in 7 years. They don't want
to burden their sons with debt, and are apprehensive about cash flowing it
because this would require them to stop saving for retirement to do that. What
kind of an appointment is this most likely to be? - ANSWER Preventative
Who controls the counseling process? - ANSWER The counselor
T/F You should be able to work with any client that walks in the door -
ANSWER False
A client records all of your sessions so they can go back and listen to them later.
As part of the recording they ask you to describe any pictures you draw. Based
on this information, what is most likely to be this client's primary learning style?
- ANSWER Auditory
In Which stage of the financial counseling process do you create an action plan?
- ANSWER Understand
, What would be the goal type for earning your AFC designation so that you can
be a better counselor? ANSWER Process Goals
What does the client walk out of the counseling session with? ANSWER An
action plan
Your new client is telling you about their kids and how they were just in a play
at school. Which stage of the counseling process are you most likely in? -
ANSWER Initiate
Informed Practitioners are expected to be ________________ of research. -
ANSWER Consumers
A client can pay for something with a credit card. The client is at what level of
learning/practice? - ANSWER Financial knowledge
When can the counseling relationship be ended? - ANSWER The client's goals
have been met.
What type of artwork do clients generally prefer? - ANSWER Natural settings
Who is responsible to plan the course of action for achieving client goals? -
ANSWER The client
Which one of the following is the most powerful way to increase a financial
counselor's self-awareness of communication patterns and tendencies? -
ANSWER Audio or visual recording of a session.
brings you in today?"
What stage of the financial counseling process are you moving into? -
ANSWER Explore
Which of the following sources is the best source for a goal to come from? -
ANSWER The Client
A couple has twin sons that will be attending college in 7 years. They don't want
to burden their sons with debt, and are apprehensive about cash flowing it
because this would require them to stop saving for retirement to do that. What
kind of an appointment is this most likely to be? - ANSWER Preventative
Who controls the counseling process? - ANSWER The counselor
T/F You should be able to work with any client that walks in the door -
ANSWER False
A client records all of your sessions so they can go back and listen to them later.
As part of the recording they ask you to describe any pictures you draw. Based
on this information, what is most likely to be this client's primary learning style?
- ANSWER Auditory
In Which stage of the financial counseling process do you create an action plan?
- ANSWER Understand
, What would be the goal type for earning your AFC designation so that you can
be a better counselor? ANSWER Process Goals
What does the client walk out of the counseling session with? ANSWER An
action plan
Your new client is telling you about their kids and how they were just in a play
at school. Which stage of the counseling process are you most likely in? -
ANSWER Initiate
Informed Practitioners are expected to be ________________ of research. -
ANSWER Consumers
A client can pay for something with a credit card. The client is at what level of
learning/practice? - ANSWER Financial knowledge
When can the counseling relationship be ended? - ANSWER The client's goals
have been met.
What type of artwork do clients generally prefer? - ANSWER Natural settings
Who is responsible to plan the course of action for achieving client goals? -
ANSWER The client
Which one of the following is the most powerful way to increase a financial
counselor's self-awareness of communication patterns and tendencies? -
ANSWER Audio or visual recording of a session.
