Home / Course catalog / Financial Counselor Certification - Part 5 - NACCC...


Get this course ($300.00)

Core Certifications → PayGo

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
  • Module 11: Health/Public Benefits
  • Module 11, Unit 1: Health Insurance/Public Benefits
  • Module 11, Unit 2: Life Insurance
  • Module 11: Health Insurance Keywords
  • Module 11, Unit 3: Disability Resources
  • Module 11, Unit 4: Financial Empowerment for the Disabled and their Families
  • Module 11, Unit 5: Customers with Disabilities
  • Module 11, Unit 6 Meet the Players
  • Module 11, Unit 7: Assistive Technology
  • Module 11, Unit 8: ABLE Accounts (Planning for the future)
  • Module 11, Unit 9: Working While on Social Security Disability & Medicare
  • Module 11, Unit 10: Supplemental Security Income, Medicaid, and Work
  • Module 11: Health Insurance Keywords
  • Module 12
  • Module 12: Introduction
  • Module 12: Taxes
  • Module 12, Unit 1: Overview
  • Module 12, Unit 2: Four Areas of Discussion
  • Module 12, Unit 3: The 1040 - Page 1, Page 2, and Schedule 1
  • Module 12, Unit 4: Adjustments and Deductions
  • Module 12, Unit 5: Determining Your Taxable Income and Tax Due
  • Module 12, Unit 6: Tax Form Examples
  • Module 12, Unit 6 A: Tax Form Example
  • Module 12, Unit 6 B: Tax Form Example
  • 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
  • You must complete the test "Certified Financial Counselor Final Exam"
Back