This text is a valuable new resource that we recommend for all of our professionals and are
proud to incorporate as part of our AFC® certification program. With expertise representing the
breadth and depth of the financial counseling profession the content in this text provides you
with a rigorous foundation of knowledge considers critical theoretical models and explores
foundational skills of communication self-awareness and bias. This type of comprehensive
approach aligns with our mission and vision-providing you with the foundational knowledge to
meet clients where they are across the financial life-cycle and impact long-term financial
capability. -Rebecca Wiggins Executive Director AFCPE® (Association for Financial Counseling
and Planning Education®)This timely volume presents a comprehensive overview of financial
counseling skills in accessible practical detail for readers throughout the career span.
Expert financial counselors educators and researchers refer to classic and current theories
for up-to-date instruction on building long-term client competence working with clients of
diverse backgrounds addressing problem financial behavior and approaching sensitive topics.
From these core components readers have a choice of integrated frameworks for guiding clients
in critical areas of financial decision-making.This essential work: · Offers an introduction to
financial counseling as a practice and profession· Discusses the challenges of working in
financial counseling· Explores the elements of the client counselor relationship· Compares
delivery systems and practice models· Features effective tools and resources used in financial
counseling· Encourages counselor ethics preparedness and self-awarenessA standout in
professional development references Financial Counseling equips students and new professionals
to better understand this demanding field and offers seasoned veterans a robust refresher
course in current best practices.
