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accredited financial counselor (afc)

This class was created by Brainscape user David Giles. Visit their profile to learn more about the creator.

By: David Giles
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Decks in this class (9)

1. Set the State and Gather Client Information (10%
Set the stage and gather client i...,
How can a financial counselor ens...,
Building trust with a new client ...
30  cards
2. Assist a Client in Creating an Action Plan (12%)
0  cards
3. Develop Financial Statements, Ratios, and Spending Plans (10%)
0  cards
4. Manage Money (15%)
0  cards
5. Manage Credit and Debt (15%)
0  cards
6. Educate a Client about Major Acquisitions (10%)
0  cards
7. Manage Financial Risks (9%)
0  cards
8. Discuss Investment Basics with a Client (10%)
0  cards
9. Educate a Client about the Financial Aspects of Retirement and Estate Planning (9%)
0  cards

More about
accredited financial counselor (afc)

  • Class purpose General learning

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