At what stage does the counseling involve exploring needs and goals? -
ANSWER Exploring
At which stage does the client have a responsibility for planning the course of
action to be taken in an effort to achieve his/her goals? - ANSWER The Client
Which of the following is the most powerful way to increase the financial
counselor's self-awareness of communication patterns and tendencies? -
ANSWER Audio or visual recording of a session.
Which of the following is NOT an out-of-scope topic for a financial counselor?
- ANSWER Debt Management
The key to active client engagement and behavior change is - ANSWER A
strong client-counselor bond.
Financial counseling has what purpose? - ANSWER Influencing and
motivating clients toward acceptable goals
In regards to artwork, what do client tend to prefer? - ANSWER Natural
settings
At what point should the counseling relationship be terminated? - ANSWER
When the client has achieved his or her goals
, What type of questions are used to gather information? - ANSWER Closed-
ended questions
The client knows how to carry out the process of paying for a purchase by using
a credit card. In which stage is the client currently at in terms of
learning/practice? - ANSWER Financial knowledge
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 is the best source for a goal to come from? - ANSWER
The Client
The clients have twin sons who, in 7 years, will be heading off to college. They
do not want their sons to have any debt, nor are they comfortable cash-flowing
it as that would require them to stop saving for retirement to do so. What type of
appointment is this most likely to be? - ANSWER Preventive
Who controls the counseling process? - ANSWER The Counselor
True or False: 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
ANSWER Exploring
At which stage does the client have a responsibility for planning the course of
action to be taken in an effort to achieve his/her goals? - ANSWER The Client
Which of the following is the most powerful way to increase the financial
counselor's self-awareness of communication patterns and tendencies? -
ANSWER Audio or visual recording of a session.
Which of the following is NOT an out-of-scope topic for a financial counselor?
- ANSWER Debt Management
The key to active client engagement and behavior change is - ANSWER A
strong client-counselor bond.
Financial counseling has what purpose? - ANSWER Influencing and
motivating clients toward acceptable goals
In regards to artwork, what do client tend to prefer? - ANSWER Natural
settings
At what point should the counseling relationship be terminated? - ANSWER
When the client has achieved his or her goals
, What type of questions are used to gather information? - ANSWER Closed-
ended questions
The client knows how to carry out the process of paying for a purchase by using
a credit card. In which stage is the client currently at in terms of
learning/practice? - ANSWER Financial knowledge
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 is the best source for a goal to come from? - ANSWER
The Client
The clients have twin sons who, in 7 years, will be heading off to college. They
do not want their sons to have any debt, nor are they comfortable cash-flowing
it as that would require them to stop saving for retirement to do so. What type of
appointment is this most likely to be? - ANSWER Preventive
Who controls the counseling process? - ANSWER The Counselor
True or False: 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
