Regardless of the form of counseling that we choose to use; we can incorporate one or a combination of intervention strategies to help our clients find solutions to their problems or generate ideas to achieve their goals. Give an example of a client situation in which budgeting would not be a helpful strategy.

Identification of one’s financial condition is one of the intervention strategies, what is one way can we determine a clients’ financial condition?

All decisions and behaviors, financial and otherwise are based on what?

Key to understanding our clients’ is identifying where their core values lie. If your client is overwhelmed by monthly bills, and you determine that she continues to help her grown daughter pay her bills and pays costly dues to be in social clubs, her core values fall into which of the four value categories? (Inner, Social, Physical or Financial)

There are three strategies that we will use when incorporating existing resources that a client has to assist them with their current problem, name one.

What are some of the advantages of utilizing role playing as in an intervention strategy?

When using confrontation as an intervention strategy, it should be done in what kind of a way?

Give one of the scenarios in which we might use an anecdote to involve our clients.

What are some of the reasons that we might use silence to involve our clients?

There are several ways to strategically involve clients; the following situation would be an example of which way? A financial coach wonders if her client is being upfront and honest, so she purposefully acts and reacts in an honest and upfront manner, in hopes of reciprocation. (Anecdote, Quotation, Modeling or Visualization)

Helping a client identify situations that might trigger a feeling is a way to change a(n) ___________. (attitude or behavior)

We will use reinforcement strategies to change behavior and attitudes. When should the timing of reinforcement occur?

When utilizing reinforcement as a strategy to change behavior, what should our reinforcement efforts be focused on, the person or the behavior?

Reinforcement strategies should be appropriate and the strength of the reinforcement should be determined by what?

Name one of the extinguishing strategies.

Max enjoys a motorcycle ride after work on Friday nights; this becomes problematic when he drives through car lots during his ride - as he has purchased 4 used vehicles that he did not need and could not afford in the past 6 months. We want to use an extinguishing strategy to overcome this negative behavior. How might you use implosion?

When counseling more than one person at a time, we need to consider communication patterns. What is the difference between possible communication patterns and an active pattern, which pattern should we try to maintain?

Who do you pace in a multiple person counsel?

We can use exploring techniques to gather information during a multiple person counsel just as we can in an individual counsel. Special attention should be given to whom?

Name 2 of the 4 sources of conflict that may arise in a multiple person counsel.

In most cases helping client recognize and understand their differences may help clients to resolve conflict. How can we use pacing of a learning style to help clients who are using different learning styles?

In which of the conflict situations do clients ask you to take sides? (Participant observer, vise, getting caught in the middle or multiple attack)

Which of the conflict situations is the preferred method for a counselor to remain in? (Participant observer, vise, getting caught in the middle or multiple attack)

List one advantage and one disadvantage of cyber-counseling

When is it appropriate to terminate counseling services?

What are some resources that you might offer for continued client growth after termination?

What is the difference between formative and summative evaluation?

What kind of a form might we use as a process assessment (formative evaluation)?

Following a clients’ successful completion of a Debt Management Plan, they are sent a short survey to complete and return. This is an example of what kind of evaluation?

There are physical and personal considerations when developing a financial counseling program. Give one example of each.

A chair placed where, at a rectangular table shows power?

There are 7 steps in developing a financial counseling program, under which of these steps will you consider how financial counseling aligns with the mission of your agency? (Client and needs, agency attitudes, department structure, program personnel, training program, facilities or support)

When you are getting ready to initiate a counseling program, there are a few things to consider, name a couple. (hint: when, where, how and who)