Module 1.0: The Counseling Environment

Question 1

Define

Building rapport

Answer 1

Process that takes place in the initiating stage of the counseling process, and is characterized by an effort to create a connection, to reduce tension, and to provide an overview of the process.

Question 2

Explain

Confirmation of differences

Answer 2

Recognizing the differences between the counselor and client with respect to financial values, beliefs, attitudes, risk tolerance and financial goals.

Question 3

Define

Constructive feedback

Answer 3

A type of feedback with the effect of helping people measure how and if their behavior is helping them to achieve their goals

Question 4

Define

Destructive feedback

Answer 4

A type of feedback with the effect of discouraging, invalidating, or belittling people

Question 5

Explain

Evaluating progress

Answer 5

In the evaluation stage, the priority is to review the action plan and evaluate progress toward the goal

Question 6

Explain

Gathering information

Answer 6

A process that takes place in the exploring stage of counseling and is characterized by obtaining the facts and discovering important issues, such as clients’ needs, purposes, or goals

Question 7

Define

Mutual involvement

Answer 7

Mutual responsibility between counselor and client for setting goals and developing plans to achieve them and for follow-through

Question 8

Define

Negative feedback

Answer 8

Type of feedback that helps people understand how their behavior might be undermining their goals.

Question 9

Define

Openness

Answer 9

Individuals’ willingness to share information about the topics under discussion and about personal aspects that relate to the purpose of the relationship

Question 10

Define

Positive feedback

Answer 10

A type of feedback that helps people understand how their behavior is helping them to achieve their goals.

Question 11

Define

Power

Answer 11

Influence over another person stemming from various sources such as appearance, communicative style, general expertise, specialized knowledge, and the ability to control both decision-making and problem-solving processes for the client’s benefit

Question 12

Define

Realistic expectations

Answer 12

Exercising knowledge and experience to determine if stated goals are achievable

Question 13

Explain

Structure

Answer 13

The steps of the counseling process, including initiating, exploring, understanding, and acting

Question 14

Explain

Taking action

Answer 14

In the acting stage, the client takes specific actions to advance the previously established purposes and/or goals