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Financial Counselor Certification - Part 5 - NACCC PayGo


Description
Part 5 of the Financial Counselor Certification Program:

The Certified Financial Counselor designation provides financial counselors with the knowledge, skills and abilities to teach clients how to considerably improve their financial well-being.

This program covers the entire financial picture, including:
• Counseling and coaching strategies
• The psychology of money
• Credit and banking
• Debt management
• Student loans
• Housing
• Retirement
• Ethics, resources and more

Our Certified Financial Counselors are prepared to help consumers with nearly any financial issue, from start to finish, by empowering through education.

Bound Manual: $250.00
Content
  • Module 11
  • 11. Health/Public Benefits
  • 11.1 Health Insurance/Public Benefits
  • 11.2 Health Insurance Keywords
  • 11.3 Life Insurance
  • 11.4 Disability Resources
  • 12 Taxes
  • module 12
  • 12.1 Overview
  • 12.2 Four Areas of Discussion
  • 12.3 The 1040 - Page 1, Page 2, and Schedule 1
  • 12.4 Adjustments and Deductions
  • 12.5 Determining Your Taxable Income and Tax Due
  • 12.6 Tax Form Examples
  • 12.6a Tax Form Example
  • 12.6b Tax Form Example
  • Check Your Credit
  • PRACTICE COACHING: CLAIRE
  • Coaching Claire: Session 1
  • Coaching Claire: Session 2
  • Coaching Claire: Session 3
  • Coaching Claire: Session 4
  • Coaching Claire: Session 5
  • Coaching Claire: Session 6
  • Coaching Claire: Session 7
  • Coaching Claire: Session 8
  • PRACTICE COACHING: MEET THE MARTINS
  • Meet the Martins: Session 1
  • Meet the Martins: Session 2
  • Meet the Martins: Session 3
  • Meet the Martins: Session 4
  • Meet the Martins: Session 5
  • CASE STUDY: HEATHER HUGHES
  • Case Study: Introduction
  • Case Study: Preliminary Information
  • Case Study: Worksheet 1
  • Case Study: Worksheet 2
  • Case Study: Review Notes
  • Case Study: PowerPoint Presentation Copy
  • Case Study: Worksheet 1 (Completed)
  • Case Study: Worksheet 2 (Completed)
  • Course Evaluation
  • practice exam
  • Financial Counselor Practice Test
  • Schedule Your Exam
  • FINAL EXAM
  • Certified Financial Counselor Final Exam
Completion rules
  • All units must be completed
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