Section 1: Applicant Information Full Name (Required)
First
Last
Address (Required)
Section 2: Program Overview Date Curriculum Was Created (Required) Primary Delivery Method
1. Set the Stage and Gather Client Information Establish the counseling environment. (Required) Gather client information. (Required) Form a strategic counseling plan. (Required)
2. Assist a Client in Creating an Action Plan Assist client in establishing goals (Required) Assist client in identifying strategies to attain goals (Required)
3. Educate a Client about Financial Statements, Ratios, and Spending Plans Educate a client about Spending Plans/Cash Flow Statement (Required) Educate a client about a net worth statement (Required) Educate a client about personal financial ratios (Required)
4. Manage Money Educate a client about financial services (Required) Familiarize a client with basic tax management (Required) Discuss employment considerations with a client (Required)
5. Educate a Client about Credit and Debt Educate a client about uses of credit (Required) Educate a client about credit reports and scores (Required) Educate a client on debt management (Required) Educate a client about credit products (Required) Educate a client about identity theft (Required)
6.Educate a Client about Major Acquisitions Educate a client about renting a home (Required) Acquire property (Required) Educate a client about buying and selling a home (Required) Educate a client about consumer rights (Required)
7.Manage Financial Risks Educate a client about financial risk (Required) Educate a client about insurance products (Required)
8.Discuss Investment Basics with a Client Educate a client about investment fundamentals (Required) Educate a client about investment choices (Required) Educate a client about investor protection (Required)
9.Educate a Client about the Financial Aspects of Retirement and Estate Planning Educate a client about estate planning (Required) Educate a client about retirement planning (Required)
Section 4: Independent Trainer Qualifications
Section 5: Program Delivery and Student Support Program Delivery (Required) Student Engagement and Support (Required) Describe how students engage with the content and instructor(s) (i.e.; discussion forums, case studies, live Q&A webinars, practical application exercises, office hours or mentoring, etc.)
Confirm the following standards are met by checking each item: (Required) 