Using Certification Training to Impact Lives
Learn how AFCPE certification resources empowered a financial counselor to make meaningful change as an AFC candidate.
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Challenge At a Glance:
- How to apply learned skills from the candidate curriculum to real-life client situations.
- How to empower clients to take control of their money.
Results At a Glance:
- Eliminated a portion of client debt.
- Emergency savings fund set up.
- Her work with the client helped him increase his income by $770 monthly.
The Challenge:
Delaney Busching, then an Accredited Financial Counselor® candidate, was working on completing her experience hours. Though she felt confident in her knowledge gained through her candidate studies, she wasn’t sure how to apply it to real-world client situations.
The Solution:
Delaney began working with a client with a college degree and math teaching/tutoring experience. The client had recently returned to work after an injury, and had just received a workers’ compensation settlement. Drawing on the communication and emotional intelligence skills she learned in certification training, she encouraged him to leverage his math expertise to increase his monthly surplus.
“The study guides, especially the debt management book and personal finance materials, and the counseling techniques provided by AFCPE's training not only helped me pass my exam but they are helping me motivate and empower people to take control of their financial situation.”
The Results:
- Delaney designed a workers comp distribution plan to help her client get caught up on bills and establish an emergency savings fund.
- Delaney’s client began tutoring 7 new students generating an additional $770 in monthly income.
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