Course Content
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CORE COMPETENCIES 1 AND 2: SET THE STAGE, GATHER CLIENT INFORMATION, CREATE AN ACTION PLAN (25%)
CORE COMPETENCY 3: FINANCIAL STATEMENTS, RATIOS, AND SPENDING PLANS (11%)
CORE COMPETENCY 4: MANAGE MONEY (13%)
CORE COMPETENCY 5: CREDIT AND DEBT (15%)
CORE COMPETENCY 6: MAJOR ACQUISITIONS (13%)
CORE COMPETENCY 7: RISK AND INSURANCE (8%)
CORE COMPETENCY 8: INVESTMENT BASICS (7%)
CORE COMPETENCY 9: RETIREMENT AND ESTATE PLANNING (8%)
PRACTICE QUIZZES
Preparing to Study for and Pass the AFC exam
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9 Topics
Meet Your Instructor – Ryan H. Law
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Join Our Facebook group
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AFC® Core Competencies
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Books recommended for the course
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Understanding the AFC scoring system
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Strategies for Multiple Choice Exams
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Glossary
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How to Study for Industry Exams
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How to Pass Industry Exams
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Module 1: Key Concepts in Financial Counseling & Step One (Prepare)
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6 Topics
1 Quiz
Module 1 Study Guide & Quizlet Link
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Video: What is Financial Counseling?
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Video: Overview of the Financial Counseling Process
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Video: Financial Counseling Process – Step 1: Intake & Counseling Approach
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Video: Contemporary Counseling Theories
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Video: Physical & Virtual Space
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Key Concepts in Financial Counseling Learning Check
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Module 2: The Financial Counseling Process Steps 2-4
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4 Topics
1 Quiz
Module 2 Study Guide & Quizlet Link
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Video: Step 2: Build a Relationship of Trust
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Video: Step 3: Identify the Issue
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Video: Step 4: Set Goals
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The Financial Counseling Process Steps 2-4 Learning Check
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Module 3: The Financial Counseling Process Steps 5-7
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4 Topics
1 Quiz
Module 3 Study Guide & Quizlet Link
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Video: Step 5: Develop an Action Plan
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Video: The Economy
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Video: Steps 6 & 7
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Module 3 Knowledge Check
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Module 4: Communication Skills
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2 Topics
1 Quiz
Module 4 Study Guide & Quizlet Link
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Video: Communication Skills
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Module 4 Knowledge Check
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Module 5: Financial Statements
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2 Topics
1 Quiz
Module 5 Study Guide & Quizlet Link
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Video: Financial Statements
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Financial Statements Knowledge Check
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Module 6: Financial Ratios
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2 Topics
1 Quiz
Module 6 Study Guide & Quizlet Link
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Video: Financial Ratios
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Financial Ratios Knowledge Check
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Module 7: Spending Plans
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2 Topics
1 Quiz
Module 7 Study Guide & Quizlet Link
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Video: Spending Plans
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Spending Plans Knowledge Check
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Module 8: Educate a Client about Financial Services
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2 Topics
1 Quiz
Module 8 Study Guide, Supplemental Reading & Quizlet Link
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Videos: Educate a Client about Financial Services
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Financial Services Knowledge Check
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Module 9: Familiarize a Client about Basic Tax Management
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2 Topics
1 Quiz
Module 9 Study Guide, Supplemental Reading & Quizlet Link
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Video: Basic Tax Management
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Basic Tax Management Knowledge Check
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Module 10: Discuss Employment Considerations with a Client
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2 Topics
1 Quiz
Module 10 Study Guide & Quizlet Link
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Videos: Employment Considerations
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Employment Considerations Knowledge Check
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Module 11: Understanding Credit and Its Uses
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2 Topics
1 Quiz
Module 11 Study Guide, Supplemental Reading & Quizlet Link
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Video: Understanding Credit & Its Uses
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Understanding Credit and Its Uses Knowledge Check
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Module 12: Credit Reports and Credit Scores
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2 Topics
1 Quiz
Module 12 Study Guide & Quizlet Link
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Videos: Credit Reports and Credit Scores
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Credit Reports and Scores Knowledge Check
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Module 13: Types of Credit
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2 Topics
1 Quiz
Module 13 Study Guide & Quizlet Link
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Video: Types of Credit
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Types of Credit Knowledge Check
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Module 14: Installment Loans & Credit Cards
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2 Topics
1 Quiz
Module 14 Study Guide, Supplemental Reading & Quizlet Link
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Videos: Installment Loans & Credit Cards
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Installment Loans and Credit Cards Knowledge Check
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Module 15: Education Funding
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2 Topics
1 Quiz
Module 15 Study Guide, Supplemental Reading, & Quizlet Link
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Videos: Education Funding
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Education Funding Knowledge Check
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Module 16: Debt Management
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2 Topics
1 Quiz
Module 16 Study Guide, Supplemental Reading & Quizlet Link
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Videos: Debt Management
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Debt Management Knowledge Check
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Module 17: Bankruptcy Basics
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2 Topics
1 Quiz
Module 17 Study Guide & Quizlet Link
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Video: Bankruptcy Basics
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Bankruptcy Basics Knowledge Check
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Module 18: Identity Theft & Consumer Rights
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2 Topics
1 Quiz
Module 18 Study Guide, Supplemental Reading & Quizlet Link
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Video: Identity Theft
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Identity Theft & Consumer Rights Knowledge Check
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Module 19: Acquire Property (Major Purchases)
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2 Topics
1 Quiz
Module 19 Study Guide, Supplemental Reading & Quizlet Link
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Video: Acquire Property
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Acquire Property Knowledge Check
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Module 20: Housing: Renting, Buying, and Selling
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2 Topics
1 Quiz
Module 20 Study Guide, Supplemental Reading & Quizlet Link
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Video: Housing: Renting, Buying, and Selling
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Housing: Buying, Selling, and Renting Knowledge Check
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Module 21: Risk and Insurance Fundamentals
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2 Topics
1 Quiz
Module 21 Study Guide, Supplemental Reading & Quizlet Link
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Video: Risk and Insurance Fundamentals
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Risk and Insurance Fundamentals Knowledge Check
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Module 22: Types of Insurance
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2 Topics
1 Quiz
Module 22 Study Guide, Supplemental Reading & Quizlet Link
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Videos: Types of Insurance
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Types of Insurance Knowledge Check
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Module 23: Investment Basics
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2 Topics
1 Quiz
Module 23 Study Guide, Supplemental Reading & Quizlet Link
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Videos: Investment Basics
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Investment Basics Knowledge Check
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Module 24: Retirement Planning
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2 Topics
1 Quiz
Module 24 Study Guide, Supplemental Reading & Quizlet Link
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Video: Retirement Planning
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Retirement Planning
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Module 25: Estate Planning
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2 Topics
1 Quiz
Module 25 Study Guide, Supplemental Reading & Quizlet Link
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Video: Estate Planning
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Estate Planning Knowledge Check
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Practice Quizzes
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4 Quizzes
50 question practice quiz
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100 question practice quiz
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150 question practice quiz
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609 question practice quiz
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Final Quiz
Final exam
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