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ed2go Business Finance Certified Financial Health Counselor
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certified-financial-health-counselor

Certified Financial Health Counselor

Staying financially healthy is important regardless of economic climate. To provide financial health counseling, one must have a strong knowledge of core financial and credit concepts. This course will prepare you for a career in financial counseling as an independent counselor or a consultant to other businesses supporting individuals. 

You will learn skills that can applied to counseling disciplines such as housing counselor, student loan counselor, or financial coach. Upon successful completion of this course, you will earn a Certified Financial Health Counselor designation from the National Association of Certified Credit Counselors. Earning this designation establishes that you have achieved a standard of excellence in training for the credit counseling, coaching, or personal finance industry.

6 Months / 80 Course Hrs
Open enrollment

Offered in Partnership with your Preferred School

Northern New Mexico College

Why this school? It's been chosen based on your location or if you've visited this school's website. Change School

Learning Method

Instructor-led

Self-Paced. Study on your own schedule

Contact Us for additional information

Certified Financial Health Counselor

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Details + Objectives

Course Code: GES2029

What You Will Learn
  • Credit industry and scoring knowledge
  • Credit/financial counselor ethics
  • Banking and finance essentials
  • Counseling, motivation and communication techniques
  • Fundamentals of consumer protection law
  • Housing, retirement, and student loan information
How the course is taught
  • Self-paced, online course
  • 6 months to complete
  • Open enrollment, begin anytime
  • 80 course hours
How you will benefit
  • You will learn effective counseling techniques for guiding clients towards reaching financial goals
  • You will learn banking and credit fundamentals needed to educate clients and help them eliminate debt and improve credit scores
  • Contains credit counselor ethics and other information to help future counselors work ethically, professionally and legally
  • You will receive the Certified Financial Health Counselor designation after passing final exam

Outline

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I. The Defining Role of the Financial Counselor
  A.   The Components of Financial Well-Being
  B.   Establishing the Client/Counselor Relationship
  C.   Rapport Building
  D.   Poverty, Culture and Socioeconomic Variables
  E.   Active Listening
  F.   Asking the Right Questions
II. Taking Control of Finances
  A.   The Problem-Solving Process
  B.   Where the Client is Now
  C.   Where the Client Wants to Go
  D.   How the Client will Get There
III. Demystifying Consumer Credit
  A.   Banking Basics
  B.   Credit Basics
  C.   Choosing Credit Wisely
  D.   Using Credit Wisely
  E.   Understanding Credit Reports
  F.   Credit Scoring
IV. Understanding and Dealing with Debt
  A.   Getting Into Debt
  B.   Debt Collection
  C.   The Consequences of Unpaid Debt
  D.   Getting Out of Debt
  E.   Bankruptcy
V. Financial Counselor Today
  A.   Ethics
  B.   Consumer Resources
  C.   Consumer Protection Legislation
  D.   Housing Part 1
  E.   Housing Part 2
  F.   Housing Part 3
  G.   Student Financial Aid
  H.   Retirement Planning

Instructors & Support

Bonnie Canty

Bonnie Canty is an attorney licensed in five states: Connecticut, Florida, Georgia, New Jersey, and New York. She obtained her Juris Doctorate degree from Hofstra School of Law and practices general law through her firm ABC Law, PLLC. She has been hired by several businesses and organizations to train, coach, and consult. Canty currently serves on the Board of Directors of the Society of Financial and Career Counseling Professionals and has been a Certified Financial Counselor for almost two decades.

Requirements

Prerequisites / Requirements

Prerequisites:

There are no prerequisites to take this course.

Requirements:

Hardware Requirements:

  • This course can be taken on either a PC or Mac device. 
  • Computer must have stable Internet access.
  • Speakers and video capabilities are required for viewing lecture videos.
  • Access to webcam for final exam proctoring.

Software Requirements:

  • PC: Windows XP or later.
  • Mac: OS X Snow Leopard 10.6 or later.
  • Browser: The latest version of Google Chrome or Mozilla Firefox are preferred. Microsoft Edge and Safari are also compatible.
  • Adobe Flash Player. Click here to download the Flash Player.
  • Adobe Acrobat Reader. Click here to download the Acrobat Reader.
  • Software must be installed and fully operational before the course begins.

Other:

  • Email capabilities and access to a personal email account.
Instructional Materials

The instructional materials required for this course are included in enrollment and will be available online.

FAQs

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Can I register for a course if I am an international student?

Yes, ed2go courses are completely online. However, keep in mind that not all certifying bodies or industry-specific certifications are recognized internationally. Please review your country’s regulations prior to enrolling in courses that prepare for certification.

Does this course prepare for a certification?

Yes, by passing the final exam of the course you will be a certified financial health counselor.

When can I start the course?

This course is open enrollment, so you can register and start the course as soon as you are ready. Access to your course can take 24-48 business hours.

How long does it take to complete this course?

This course is self-paced and open enrollment, so you can start when you want and finish at your own pace. When you register, you'll receive six (6) months to complete the course.

What if I don't have enough time to complete my course within the time frame provided?

The time allotted for course completion has been calculated based on the number of course hours. However, if you are unable to complete the course, contact your Student Advisor to help you work out a suitable completion date. Please note that an extension fee may be charged.

What kind of support will I receive?

You may be assigned with an instructor or team of industry experts for one-on-one course interaction. Your support will be available (via e-mail) to answer any questions you may have and to provide feedback on your performance. All of our instructors are successful working professionals in the fields in which they teach. You will be assigned to an Advisor for academic support.

What happens when I complete the course?

Upon successful completion of the course, you will be awarded a Certificate of Completion.

Am I guaranteed a job?

This course will provide you with the skills you need to obtain an entry-level position in most cases. Potential students should always do research on the job market in their area before registering.

Can I get financial assistance?

ed2go courses are non-credit, so they do not qualify for federal aid, FAFSA and Pell Grant. In some states, vocational rehab or workforce development boards will pay for qualified students to take our courses. Additionally, some students may qualify for financial assistance when they enroll, if they meet certain requirements. Financing is available from select schools. Learn more: https://www.ed2go.com/career/financial-assistance

How can I get more information about this course?

If you have questions that are not answered on our website, representatives are available via LIVE chat. You can also call us at 1-877-221-5151 during regular business hours to have your questions promptly answered. If you are visiting us during non-business hours, please send us a question using the “Contact Us” form.

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