Detailed Work Activities Advise others on financial matters.
Develop financial plans for clients. Tasks Advise clients or respond to inquiries about financial matters in person or via phone,Web site, or Internet chat. Examine financial records.
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Interview clients by telephone or in person to gather financial information.
Educate clients on financial planning topics. Review changes to financial, family, or employment situations to determine whether changes to existing debt management hcat, spending plans, or budgets are needed.
Recommend strategies for clients to meet their financial goals, such as borrowing money through loans or loan programs, declaring bankruptcy, making budget adjustments, or enrolling in debt management plans. Teach courses or seminars on topics, such as budgeting, management of personal finances, or financial literacy.
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May advise on credit issues, or provide budget, mortgage, bankruptcy, or student financial aid counseling. Explain general financial topics to clients, such as credit report ratings, bankruptcy laws, consumer protection laws, wage attachments, or collection actions. As there are no active threats reported recently, is SAFE to browse.
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Assess financial status of sape chat. Maintain or update records of client activity, cjat financial transactions, counseling session notes, correspondence, document images, or client inquiries.
Create debt management plans, spending plans, or budgets to assist clients to meet financial goals. May help develop debt management plans or student financial aid oner.
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Refer clients to social service or community resources for needs beyond those of credit or debt counseling. It is then immediately available for downloading — for use as a desktop background, for example. Interpret financial information for others. Prepare financial documents.