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Establishing a Financial Counseling Program

Establishing a Financial Counseling Program. Opportunities. Offered by or in conjunction with: Governmental, charitable, and nonprofit social service agencies and organizations

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Establishing a Financial Counseling Program

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  1. Establishing a Financial Counseling Program

  2. Opportunities • Offered by or in conjunction with: • Governmental, charitable, and nonprofit social service agencies and organizations • Consumer credit counseling services, lender loan application and collection programs, and bankruptcy and post-bankruptcy programs • Fannie Mae, FHA, and other home buying, financing, and reverse mortgage programs • Family court programs, marital mediation programs, uncontested and contested divorce settlements, and child custody and support agreements

  3. Opportunities • Corporate employee assistance programs, labor union benefit programs, and nonprofit member service programs • Family service and financial education programs provided by the United States armed services community; Cooperative Extension, and various state and local community development programs • Private practice on a for-profit or not-for-profit basis.

  4. Important questions regarding structure and support of program • Who wants the program? • Why do they want it? • How will it be supported? • How will it fit in? • What role will it play? • How will it be structured?

  5. Counselor credentials • Accredited Financial Counselor • Certified Consumer Credit Counselor • ISUE Certified Financial Counselor • Financial Counseling Certificate • Solution Focused Financial Counseling • Financial Counseling Training • Volunteer Financial Counselor Training • Collections and Credit Counseling Schools

  6. Establishing policies • Accepting clients • Scheduling appointments • Handling information • Advising clients • Charging clients

  7. Establishing procedures • Inquiry procedure • Appointment procedure • Registration procedure • Record-keeping procedure • Evaluation procedure

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