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AFCPE - Section 1
> M5: Strategies to Attain Goals > Flashcards
M5: Strategies to Attain Goals Flashcards
In this module, we discuss ways in which counselors can help clients identify, evaluate, select, and monitor strategies to attain financial goals.
Study These Flashcards
AFCPE - Section 1
(30 decks)
M1: The Counseling Environment
M2: Client Information
M3: Strategic Counseling Plan
M4: Client Goals
M5: Strategies to Attain Goals
M6: Cash Flow Statement
M7: Net Worth Statement
M8: Personal Financial Ratios
M9: Spending Plans
M10: Financial Services
M11: Basic Tax Management
M12: Employment Considerations
M13: Uses of Credit
M14: Credit Reports and Scores
M15: Credit Products
M16: Debt Management
M17: Acquiring Property
M18: Renting a Home
M19: Purchasing a Home
M20: Selling a Home
M21: Consumer Rights and Responsibilities
M22: Identity Theft
M23: Investor Protection
M24: Financial Risk
M25: Insurance Products
M26: Investment Fundamentals
M27: Investment Choices
M28: Retirement Planning
M29: Estate Planning
M30: Next Steps
