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, an Accredited Financial Counselor® candidate, passed her AFC® exam and is working on completing her experience hours. Though she feels 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 Results
Debt Reduction and Savings Growth:
- Designed a workers comp distribution plan to help her client get caught up on bills and establish an emergency savings fund
New Client Income :
- Delaney’s client began tutoring 7 new students generating an additional $770 in monthly income
“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.”
Delaney Busching, AFC® Candidate
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