Certified Personal Financial Counselor Chapters 1-6 Exam Study Guide | Questions with 100% Correct Answers | Verified | Latest Update 2024 | 28 Pages
What are the parameters known as process goals? - Establish trust make the environment one in which financial matters can be openly discussed and solutions presented What are outcome goals? - 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? - To get your clients comfortable and familiar with financial matters mainly terms and concepts How is communication defined by Miriam Webster? - A technique for expressing ideas effectively. How much of our communication is nonverbal? - It has been said that more than two thirds of our communication is nonverbal. What are some communications that are frequently unconscious? - 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? - 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? - Social communication is break the ice conversation. You want to keep the topics neutral. What is expressive communication? - Expressive communication is how you relay your messages, you through the spoken or written word, by using body language or visual aids.
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certified personal financial counselor chapters 1