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CERTIFIED FINANCIAL COUNSELLOR

5

1

ratings 

India’s First Integrated Financial Psychology + Advisory Practice Certification
Most courses teach:
Mutual funds, Financial planning basics, Insurance, Sales techniques
❌ None deeply integrate:
Behavioral finance, Emotional money patterns,Counselling frameworks, Practice-building systems
Indian socio-cultural financial psychology

Financial Counselling (Not Financial Planning. Not Therapy. Not Sales.)
It sits between:
Financial Adviser
Psychologist
Wealth Manager
Behavioural Coach
You are creating a new professional identity.

Original price was: ₹20,000.00.Current price is: ₹12,000.00.
Course Access

1 year

Last Updated

11 September 2026

Students Enrolled

5

Total Video Time

8 months, 1 week

Posted by

Surinder Singh Rawat

Certification

Preview Certificate

“India’s First Structured Financial Counselling Certification Integrating Behavioral Finance, Emotional Intelligence, and Practical Advisory Systems.”

For 

  • Mutual fund distributors
  • Insurance advisors
  • PMS distributors
  • Financial planners
  • HR professionals
  • Counselors
  • CA / CFP professionals
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Surinder Singh Rawat
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Course Currilcum

    • WELCOME MESSAGE 00:10:00
    • Chapter 1 IntroductionFinancial Counselling in India 00:10:00
    • Section 1: Understanding the Need for Financial Counselling in India 00:10:00
    • Section 1.2: Evolution of Financial Counselling Worldwide 00:10:00
    • Section 1.3 Evolution of Financial Counselling in India 00:05:00
    • Section 1.4 What is Financial Counselling? 00:10:00
    • Section 1.5 International Definitions of Financial Counselling 00:10:00
    • Section 1.6 Philosophy of Financial Counselling 00:10:00
    • Section 1.7 Who is a Certified Financial Counsellor 00:10:00
    • Section 1.8 Financial Counselling versus Other Professions 00:10:00
    • Section 1.9 Scope of Practice of a Certified Financial Counsellor 00:10:00
    • Section 1.10 Regulatory Environment in India 00:05:00
    • Section 1.11.1 Understanding the Behavioural Nature of Financial Problems 00:10:00
    • Section 1.11.2 Money Beliefs 00:10:00
    • Section 1.11.3 Money Scripts* 00:10:00
    • Section 1.11.4 Habits are the visible expression of invisible beliefs and scripts. 00:10:00
    • Section 1.11.5 Financial Emotions 00:10:00
    • Section 1.11.6 Family Influence on Financial Behaviour 00:10:00
    • Section 1.11.7 Culture and Money 00:15:00
    • Section 1.11.8 Childhood Experiences and Money 00:10:00
    • Section 1.11.9 Financial Trauma 00:10:00
    • Section 1.11.10 Behavioural Biases 00:10:00
    • Section 1.11.11 Loss Aversion 00:10:00
    • Section 1.11.12 Anchoring Bias 00:10:00
    • Section 1.11.13 Present Bias 00:10:00
    • Section 1.11.14 Status Spending and Social Comparison 00:10:00
    • Section 1.11.15 Lifestyle Inflation 00:10:00
    • Section 1.11.16 Emotional Spending and Decision Fatigue 00:10:00
    • Section 1.11.17 Integrating Behavioural Insights into Financial Counselling Practice 00:10:00
    • Section 1.12 The FTAI Money Behaviour Pyramid™ 00:10:00
    • Section 1.13 Ethical Foundations of Financial Counselling 00:10:00
    • Section 1.14 Professional Identity of a Certified Financial Counsellor 00:10:00
    • Section 1.15 CFC® Professional Competency Framework™ 00:10:00
    • Section 1.16 Professional Mindset of a Certified Financial Counsellor 00:10:00
    • Chapter 1 End-of-Chapter Learning Activities 00:10:00
    • ASSIGNMENT CH1 24 hours
    • QUIZ CHAPTER 1 00:35:00
    • 2.0.1 Chapter Introduction 00:10:00
    • 2.0.2 Why This Chapter Matters 00:05:00
    • 2.0.3 Learning Objectives 00:05:00
    • 2.0.4 Competencies Developed 00:05:00
    • 2.1.1 Introduction to Personal Finance 00:10:00
    • 2.1.2 Meaning of Personal Finance 00:10:00
    • 2.1.3 Objectives of Personal Finance 00:10:00
    • 2.1.4 Importance of Personal Finance 00:10:00
    • 2.1.5 Components of Personal Finance 00:10:00
    • 2.1.6 Personal Finance in Everyday Life 00:20:00
    • 2.1.7 Personal Finance in the Indian Context 00:20:00
    • 2.1.8 Common Financial Mistakes 00:20:00
    • 2.1.9 Role of a Financial Counsellor in Personal Finance 00:20:00
    • 2.1.10 Key Principles of Personal Finance 00:20:00
    • 2.2 – Financial Well-being and Financial Health 00:20:00
    • 2.2 – Financial Well-being and Financial Health 00:20:00
    • 2.2.3 Dimensions of Financial Well-being 00:15:00
    • 2.2.3.10 Dimension 1: Cash Flow Management 00:20:00
    • 2.2.3.11 Dimension 2: Financial Protection 00:20:00
    • 2.2.3.12 Dimension 3: Debt Management 00:20:00
    • 2.2.3.13 Dimension 4: Savings Behaviour 00:10:00
    • 2.2.3.14 Dimension 5: Investment Readiness 00:20:00
    • 2.2.3.15 Dimension 6: Retirement Preparedness 00:20:00
    • 2.2.3.16 Dimension 7: Financial Behaviour & Mindset 00:20:00
    • Section 2.2 – Financial Well-being and Financial Health 00:20:00
    • 2.2.4 Integrating the Eight Dimensions of Financial Well-being 00:10:00
    • Section 2.3 – The Personal Financial Planning Process 00:20:00
    • Section 2.4 – Financial Goal Setting and Life Planning 00:10:00
    • Section 2.5 – Life Cycle Financial Planning 00:10:00
    • Section 2.6 – Financial Decision-Making and Behavioural Influences 00:10:00
    • 2.3.4.7 Scope and Limitations of a Financial Counsellor 00:20:00
    • 2.7 Think Like a Financial Counsellor 00:20:00
    • 2.8 – Reflection Exercise 00:10:00
    • 2.9 – Indian Case Studies 00:10:00
    • 2.10 – Practical Activity 00:10:00
    • 2.11 – Skill Practice (Role Play) 00:20:00
    • 2.12 – Key Terms & Definitions 00:10:00
    • 2.13 – Chapter Summary 00:10:00
    • ASSIGNMENT 2 24 hours
    • QUIZ 2 CHAPTER 00:35:00
    • 3.1 Financial Life Assessment and Goal Setting 3 days
    • 3.2 – Client Discovery and Life Exploration 2 days
    • 3.3 – Financial Goal Setting and Prioritisation 24 hours
    • 3.4 – Financial Life Assessment Tools and Frameworks 2 days
    • 3.5 Think Like a Financial Counsellor 24 hours
    • 3.6 Reflection Exercise 24 hours
    • 3.7 Indian Case Studies 24 hours
    • 3.8 Practical Activity 24 hours
    • 3.9 Skill Practice (Role Play) 24 hours
    • 3.10 Key Terms & Definitions 24 hours
    • 3.11 Chapter Summary 24 hours
    • 3.12 Knowledge Check 24 hours
    • 3.13 Assignments 24 hours
    • 3.14 Professional Development Exercise 24 hours
    • 3.15 Chapter Competency Checklist 24 hours
    • 3.16 Recommended Reading 24 hours
    • 3.17 Digital Learning Resources 24 hours
    • ASSIGNMENT 3 24 hours
    • QUIZ 3 Chapter 00:35:00
    • 4.1 – Cash Flow Management and Budgeting 24 hours
    • 4.2 Understanding Cash Flow 24 hours
    • 4.3 Income Assessment and Cash-Inflow Analysis 24 hours
    • 4.4 Expense Assessment and Spending Analysis 24 hours
    • 4.5 Budgeting: From Financial Data to a Working Plan 24 hours
    • 4.6 Savings, Surplus Management and Financial Resilience 24 hours
    • 4.7 Cash-Flow Behaviour and the Psychology of Spending 24 hours
    • 4.8 Cash-Flow Diagnosis and the CFC® Assessment-to-Action Process™ 24 hours
    • 4.9 The CFC® Cash Flow Assessment and Budgeting Worksheet™ 24 hours
    • 4.10 Conducting the CFC® Cash-Flow Counselling Conversation™ 24 hours
    • 4.11 Cash-Flow Case Studies: Applying the CFC® Framework™ 00:30:00
    • 4.11 Cash-Flow Case Studies 24 hours
    • 4.12 Practical Activity 24 hours
    • 4.13 Skill Practice 24 hours
    • 4.14 Key Terms & Definitions 24 hours
    • 4.15 Chapter Summary 24 hours
    • 4.16 – Knowledge Check 24 hours
    • 4.17 Assignments 24 hours
    • 4.18 Professional Development Exercise 24 hours
    • 4.19 Chapter Competency Checklist 24 hours
    • 4.20 Recommended Reading 24 hours
    • QUIZ 4 00:35:00
    • 5.1 Introduction to Financial Protection 24 hours
    • 5.2 Understanding Financial Risk 24 hours
    • 5.3 Types of Personal and Family Financial Risks 24 hours
    • 5.4 Risk Identification and Risk Assessment 24 hours
    • 5.5 Risk Exposure and Financial Consequences 24 hours
    • 5.6 Emergency Preparedness and Financial Resilience 24 hours
    • 5.7 Insurance as a Financial Protection Mechanism 24 hours
    • 5.8 Life Insurance and Income Protection 24 hours
    • 5.9 Health Insurance and Medical Risk Protection 24 hours
    • 5.10 Property, Liability and Asset Protection 24 hours
    • 5.11 Insurance Needs Assessment and Protection Gap Analysis 24 hours
    • 5.12 Integrated Risk Management and Protection Strategy 24 hours
    • 5.13 Financial Resilience, Contingency Planning and Family Protection 24 hours
    • 5.14 Professional Practice: Conducting a Financial Protection Review 24 hours
    • 5.15 Think Like a Financial Counsellor 24 hours
    • 5.16 Reflection Exercise 24 hours
    • 5.17 Indian Case Studies 24 hours
    • 5.18 Practical Activity 24 hours
    • 5.19 Skill Practice (Role Play) 24 hours
    • 5.20 Key Terms & Definitions 24 hours
    • 5.21 Chapter Summary 24 hours
    • 5.22 Professional Development Exercise 24 hours
    • 5.23 Chapter Competency Checklist 24 hours
    • 5.24 Recommended Reading 24 hours
    • 5.25 Digital Learning Resources 24 hours
    • 5.26 Knowledge Check Chapter 5 00:50:00
    • ASSIGNMENT 5 00:10:00
    • 6.1 COMMUNICATION AND COUNSELLING SKILLS 2 weeks, 6 days
    • 6.2 Communication in Financial Counselling 24 hours
    • 6.3 Active Listening in Financial Counselling 24 hours
    • 6.4 Empathy, Rapport and Client-Centred Communication 24 hours
    • 6.5 Questioning and Probing Techniques in Financial Counselling 24 hours
    • 6.6 Understanding Client Emotions and Behaviour in Financial Counselling 24 hours
    • 6.7 Explaining Financial Concepts Clearly 24 hours
    • 6.8 Active Listening and Reflective Listening 24 hours
    • 6.9 Non-Verbal Communication and Counselling Presence 24 hours
    • 6.10 Empathy, Rapport and Professional Boundaries 24 hours
    • 6.11 Questioning Techniques in Financial Counselling 24 hours
    • 6.12 Active Listening and Reflective Listening 24 hours
    • 6.13 Emotional Intelligence in Financial Counselling 24 hours
    • 6.14 Non-Verbal Communication in Financial Counselling 24 hours
    • 6.15 Building Rapport and Professional Trust 24 hours
    • 6.16 Managing Difficult Conversations in Financial Counselling 24 hours
    • 6.17 Giving and Receiving Feedback in Financial Counselling 24 hours
    • 6.18 Conflict Management and Resolution in Financial Counselling 24 hours
    • 6.19 Counselling Clients Through Financial Decisions 24 hours
    • 6.20 Supporting Client Behaviour Change 24 hours
    • 6.21 Managing Client Resistance and Ambivalence 24 hours
    • 6.22 Ethical Communication and Professional Boundaries in Financial Counselling 24 hours
    • 6.23 Reflection Exercise 24 hours
    • 6.24 Indian Case Studies 24 hours
    • 6.25 Practical Activity 24 hours
    • 6.26 Skill Practice (Role Play) 24 hours
    • 6.27 Key Terms 24 hours
    • 6.28 Chapter Summary 24 hours
    • 6.29 Assignments 24 hours
    • 6.30 Professional Development Exercise 24 hours
    • ASSIGNMENT 6 00:10:00
    • Knowledge Check 01:00:00
    • 7.1 Cash Flow, Budgeting and Debt Counselling 24 hours
    • 7.2 Learning Objectives and Competencies 24 hours
    • 7.3 Understanding Household Cash Flow 24 hours
    • 7.4 Income Assessment and Cash-Flow Mapping 24 hours
    • 7.5 Expenditure Assessment and Budgeting Fundamentals 24 hours
    • 7.6 Budget Construction and Cash-Flow Management 24 hours
    • 7.7 Understanding Household Debt and Credit 24 hours
    • 7.8 Debt Assessment and Debt Burden Analysis 24 hours
    • 7.9 Debt Repayment Strategies and Financial Counselling 24 hours
    • 7.10 Credit Behaviour and Credit Management 00:30:00
    • 7.11 Emergency Funds and Financial Resilience 24 hours
    • 7.12 Financial Risk Identification and Household Vulnerability 24 hours
    • 7.13 Financial Goal Setting and Priority Management 24 hours
    • 7.14 Financial Decision-Making and Trade-Offs 24 hours
    • 7.15 Financial Action Planning and Behavioural Commitment 24 hours
    • 7.16 Monitoring, Review and Financial Behaviour Change 24 hours
    • 7.17 Integrating Household Financial Assessment into Counselling Practice 24 hours
    • 7.18 Financial Counselling Conversation: From Assessment to Action 24 hours
    • 7.19 Ethical and Professional Considerations in Household Financial Counselling 24 hours
    • 7.20 Chapter Integration: The Household Financial Counselling Process 24 hours
    • 7.21 Think Like a Financial Counsellor 24 hours
    • 7.22 Reflection Exercise 24 hours
    • 7.23 Indian Case Studies 24 hours
    • 7.24 Practical Activity: Household Financial Assessment & Counselling Map 24 hours
    • 7.25 Skill Practice (Role Play) 00:20:00
    • 7.26 Key Terms 24 hours
    • 7.29 Professional Development Exercise 24 hours
    • 7.30 Chapter Competency Checklist 24 hours
    • 7.31 Recommended Reading 24 hours
    • 7.32 Digital Learning Resources 24 hours
    • QUIZ 7 7.33 Knowledge Check 00:25:00
    • ASSIGNMENT CHAPTER 7 00:40:00
    • 8.1 Protecting Financial Well-Being from Financial Shocks 24 hours
    • 8.2 Understanding Financial Risk in Household Financial Counselling 24 hours
    • 8.3 Household Financial Risk Identification and Risk Mapping 24 hours
    • 8.4 Income Protection, Dependency and Loss of Earning Capacity 24 hours
    • 8.5 Health, Medical and Disability Risk in Household Financial Counselling 24 hours
    • 8.6 Life Risk, Family Dependency and Financial Protection 24 hours
    • 8.7 Debt, Liability and Financial Obligation Risk 24 hours
    • 8.8 Asset, Investment and Wealth Concentration Risk 24 hours
    • 8.9 Inflation, Interest Rate and Purchasing Power Risk 24 hours
    • 8.10 Insurance, Protection and Risk-Transfer Considerations 24 hours
    • 8.11 Emergency Preparedness, Contingency Planning and Household Financial Resilience 24 hours
    • 8.12 Household Financial Risk Prioritisation and Integrated Risk Response 24 hours
    • 8.13 – Developing a Household Financial Risk Management Plan 24 hours
    • 8.14 – Monitoring, Review and Continuous Improvement of Household Financial Risk 24 hours
    • 8.15 – Integrating Financial Risk Management into the Household Financial Counselling Process 24 hours
    • 8.16 – Ethical, Professional and Regulatory Considerations 24 hours
    • 8.17 – Chapter Integration: The Household Financial Risk Counselling Process 24 hours
    • 8.18 – Think Like a Financial Counsellor 24 hours
    • 8.19 – Reflection Exercise 24 hours
    • 8.20 – Indian Case Studies 24 hours
    • 8.21 – Practical Activity: Household Financial Risk Mapping & Response Plan 24 hours
    • 8.22 – Skill Practice (Role Play) 24 hours
    • 8.23 – Key Terms 24 hours
    • 8.24 – Chapter Summary 24 hours
    • 8.25 – Assignments 24 hours
    • 8.26 – Professional Development Exercise 24 hours
    • 8.27 – Chapter Competency Checklist 24 hours
    • 8.28 – Recommended Reading 24 hours
    • 8.29 – Digital Learning Resources 00:20:00
    • 8.30 KNOWLEDGE CHECK CHAPTER 8 00:50:00
    • ASSIGNMENT 8 01:00:00
    • 9.1 – FINANCIAL PROTECTION, INSURANCE & CONTINGENCY PLANNING 00:20:00
    • 9.2 – Foundations of Financial Protection and Household Preparedness 00:20:00
    • 9.3 – Protection Needs Assessment and the Household Protection Gap 00:15:00
    • 9.4 – Life Protection, Income Replacement and Family Dependency 00:20:00
    • 9.5 – Health, Medical and Disability Protection Needs 00:20:00
    • 9.6 – Income Protection, Disability and Loss of Earning Capacity 00:30:00
    • 9.7 – Disability, Long-Term Care and Household Financial Vulnerability 00:20:00
    • 9.8 – Critical Illness, Hospitalisation and Major Medical Expense Risk 00:20:00
    • 9.9 – Insurance Needs Assessment: Principles, Suitability and Protection Gaps 00:20:00
    • 9.10 – Insurance Selection, Policy Evaluation and Client Suitability Considerations 00:20:00
    • 9.11 – Insurance Review, Claims Preparedness and Protection Continuity 00:30:00
    • 9.12 – Contingency Planning 00:30:00
    • 9.13 – Household Protection Architecture 00:20:00
    • 9.14 – Household Financial Protection Monitoring and Review 00:30:00
    • 9.15 – Integrating Financial Protection into the Household Financial Counselling Process 00:30:00
    • 9.16 – Ethical, Professional and Regulatory Considerations 00:30:00
    • 9.17 – Chapter Integration 00:20:00
    • 9.18 – Think Like a Financial Counsellor 00:30:00
    • 9.19 – Reflection Exercise 00:30:00
    • 9.20 – Indian Case Studies 00:30:00
    • 9.21 – Practical Activity 00:40:00
    • 9.22 – Skill Practice (Role Play) 00:20:00
    • 9.23 – Key Terms 00:30:00
    • 9.24 – Chapter Summary 00:20:00
    • 9.25 – Assignments 00:20:00
    • 9.26 – Professional Development Exercise 00:20:00
    • 9.27 – Chapter Competency Checklist 00:20:00
    • 9.28 – Recommended Reading 00:20:00
    • 9.29 – Digital Learning Resources 00:20:00
    • 9.30 – Knowledge Check 00:20:00
    • QUIZ 9 00:35:00
    • ASSIGNMENT 9 00:10:00
      • 10.1 – DEBT MANAGEMENT, CREDIT & FINANCIAL OBLIGATION COUNSELLING 00:30:00
      • 10.2 – Foundations of Household Debt and Credit 00:20:00
      • 10.3 – Types of Household Debt and Credit 00:20:00
      • 10.4 – Good Debt, Problematic Debt and Contextual Assessment 00:20:00
      • 10.5 – Debt-to-Income and Repayment Capacity 00:20:00
      • 10.6 – Debt Cost, Interest, Fees and Total Borrowing Burden 00:20:00
      • 10.7 – Credit History, Credit Scores and Credit Behaviour 00:20:00
      • 10.8 – Debt Burden, Cash-Flow Pressure and Financial Stress 00:20:00
      • 10.9 – Debt Prioritisation, Repayment Strategies and Financial Stabilisation 00:10:00
      • 10.10 – Debt Restructuring, Consolidation and Negotiation with Creditors 00:20:00
      • 10.11 – Debt Counselling for Financial Difficulty, Delinquency and Default 00:20:00
      • 10.11 – Debt Counselling for Financial Difficulty, Delinquency and Default 00:20:00
      • 10.12 – Debt Settlement, Legal Considerations and Referral Boundaries 00:20:00
      • 10.13 – Household Debt Recovery, Financial Rehabilitation and Behavioural Change 00:20:00
      • 10.14 – Debt Monitoring, Repayment Discipline and Long-Term Credit Management 00:20:00
      • 10.15 – Integrating Debt Counselling into the Household Financial Counselling Process 00:20:00
      • 10.16 – Ethical, Professional and Regulatory Considerations in Debt Counselling 00:20:00
      • 10.17 – Chapter Integration: The Debt Management & Financial Obligation Counselling Process 00:30:00
      • 10.18 – Think Like a Financial Counsellor 00:20:00
      • 10.19 – Reflection Exercise 00:20:00
      • 10.20 – Indian Case Studies 00:20:00
      • 10.21 – Practical Activity 00:20:00
      • 10.22 – Skill Practice (Role Play) 00:20:00
      • 10.23 – Key Terms 00:20:00
      • 10.24 – Chapter Summary 00:20:00
      • 10.25 – Assignments 00:20:00
      • 10.26 – Professional Development Exercise 00:20:00
      • 10.27 – Chapter Competency Checklist 00:20:00
      • 10.28 – Recommended Reading 00:20:00
      • 10.29 – Digital Learning Resources 00:20:00
      • 10.30 – KNOWLEDGE CHECK 00:20:00
      • ASSIGNMENT 10 00:10:00
      • QUIZ 10 00:35:00
      • 11.1 – Financial Behaviour, Money Psychology & Behavioural Intervention 00:20:00
      • 11.2 – Foundations of Financial Behaviour 00:20:00
      • 11.3 Money Psychology 00:20:00
      • 11.4 Money Beliefs, Money Scripts 00:20:00
      • 11.5 Financial Attitudes, Values … 00:20:00
      • 11.6 Financial Emotions, Emotional Triggers and Financial Decision Making 00:20:00
      • 11.7 Financial Personality, Preferences and Behavioral Patterns 00:20:00
      • 11.8 Cognitive Biases and Behavioural Biases 00:30:00
      • 11.9 Financial Habits……. 00:20:00
      • 11.10 Financial Decision Making 00:20:00
      • 11.11 – Behavioural Intervention 00:20:00
      • 11.12 – Behavioural Change, Motivation And Sustainable Financial Behaviour 00:20:00
      • 11.13 – Financial Behavioural Assessment And The Ftai Financial Mindset Assessment™ 00:20:00
      • 11.14 – Behavioural Intervention Planning And Individualised Financial Behaviour Change 00:20:00
      • 11.15 – Financial Behaviour Change Across Major Life Stages And Financial Situations 00:20:00
      • 11.16 – Behavioural Intervention For Financial Stress, Anxiety, Avoidance And Emotional Distress 00:20:00
      • 11.17 – Family, Couple And Household Financial Behavioural Counselling 00:20:00
      • 11.18 – Behavioural Intervention Tools, Techniques And Financial Behaviour Change Strategies 00:20:00
      • 11.19 – Monitoring, Measuring And Sustaining Financial Behaviour Change 00:20:00
      • 11.20 – Indian Case Studies: Financial Behaviour, Money Psychology & Behavioural Intervention 00:20:00
      • 11.21 – Practical Activity 00:20:00
      • 11.22 Skill Practice (Role Play) 00:20:00
      • 11.23 Key Terms 00:20:00
      • 11.24 Chapter Summary 00:20:00
      • 11.25 Assignments 00:20:00
      • 11.26 Professional Developement Exercise 00:20:00
      • 11.27 Chapter Competency Checklist 00:20:00
      • 11.28 Recommended Reading 00:20:00
      • 11.29 Digital Learning Resources 00:20:00
      • 11.30 Knowledge Check 00:20:00
      • QUIZ 11 00:35:00
      • ASSIGNMENT 11 00:10:00
      • 12.1 – FINANCIAL COMMUNICATION, CLIENT COUNSELLING & RELATIONSHIP MANAGEMENT 00:20:00
      • 12.2 – FOUNDATIONS OF PROFESSIONAL FINANCIAL COMMUNICATION 00:20:00
      • 12.3 – THE CLIENT COUNSELLING RELATIONSHIP 00:20:00
      • 12.4 – TRUST, RAPPORT AND PSYCHOLOGICAL SAFETY IN FINANCIAL COUNSELLING 2 weeks, 6 days
      • 12.5 – ACTIVE LISTENING AND ATTENTIVE PRESENCE 00:20:00
      • 12.6 – QUESTIONING SKILLS: OPEN, CLOSED, PROBING AND CLARIFYING QUESTIONS 00:20:00
      • 12.7 – EMPATHY, VALIDATION AND EMOTIONALLY INTELLIGENT FINANCIAL COMMUNICATION 00:20:00
      • 12.8 – NON-JUDGEMENTAL COMMUNICATION, NEUTRALITY AND PROFESSIONAL OBJECTIVITY 00:30:00
      • 12.9 – EXPLAINING COMPLEX FINANCIAL INFORMATION IN SIMPLE, CLIENT-CENTRED LANGUAGE 00:20:00
      • 12.10 – QUESTIONING TECHNIQUES, PROBING AND FINANCIAL DISCOVERY 00:30:00
      • 12.11 – SUMMARISING, REFLECTING AND CONFIRMING CLIENT UNDERSTANDING 00:20:00
      • 12.12 – HANDLING DIFFICULT, RESISTANT AND EMOTIONALLY CHALLENGING CLIENT CONVERSATIONS 00:25:00
      • 12.13 – EMPATHY, EMOTIONAL ATTUNEMENT AND PSYCHOLOGICAL SAFETY IN FINANCIAL COUNSELLING 00:30:00
      • 12.14 – EXPLAINING COMPLEX FINANCIAL CONCEPTS IN SIMPLE, CLIENT-CENTRED LANGUAGE 00:20:00
      • 12.16 – SUMMARISING, REFLECTING AND CONFIRMING CLIENT UNDERSTANDING 00:20:00
      • 12.17 – HANDLING DIFFICULT CONVERSATIONS, RESISTANCE, CONFLICT AND CLIENT OBJECTIONS 00:20:00
      • 12.18 – DELIVERING FINANCIAL INFORMATION, EXPLANATIONS AND FINANCIAL EDUCATION 00:20:00
      • 12.19 – ETHICAL COMMUNICATION, PROFESSIONAL BOUNDARIES, DISCLOSURE & CONFLICT MANAGEMENT 00:20:00
      • 12.20 – CLIENT MEETING STRUCTURE, DOCUMENTATION & FOLLOW-UP 00:20:00
      • 12.24 – CHAPTER SUMMARY 00:30:00
      • 12.21 – DIFFICULT CLIENT CONVERSATIONS, RESISTANCE, OBJECTIONS & CONFLICT MANAGEMENT 00:30:00
      • 12.22 – CLIENT COUNSELLING SKILLS LAB: INTEGRATED FINANCIAL CONVERSATION PRACTICE 00:30:00
      • 12.23 – KEY TERMS 00:30:00
      • 12.25 – ASSIGNMENTS 00:30:00
      • 12.26 – PROFESSIONAL DEVELOPMENT EXERCISE 00:30:00
      • 12.27 – CHAPTER COMPETENCY CHECKLIST 00:30:00
      • 12.28 – RECOMMENDED READING 00:20:00
      • 12.29 – DIGITAL LEARNING RESOURCES 00:20:00
      • 12.30 – KNOWLEDGE CHECK 00:30:00
      • ASSIGNMENT 12 00:10:00
      • QUIZ 12 00:35:00
        • 13.1 – FINANCIAL COUNSELLING PROCESS, CASE MANAGEMENT & CLIENT ACTION PLANNING 00:15:00
        • 13.2 – THE END-TO-END FINANCIAL COUNSELLING PROCESS 00:20:00
        • 13.3 – CLIENT ENGAGEMENT AND INITIAL MEETING 00:20:00
        • 13.4 – CLIENT INFORMATION GATHERING 00:20:00
        • 13.5 – FINANCIAL ASSESSMENT AND COUNSELLING DIAGNOSIS 00:20:00
        • 13.6 – IDENTIFYING FINANCIAL PRIORITIES 00:20:00
        • 13.8 – CLIENT GOAL CLARIFICATION AND GOAL ALIGNMENT 00:20:00
        • 13.9 – DEVELOPING THE CLIENT ACTION PLAN 00:20:00
        • 13.10 – CLIENT COMMITMENT, MOTIVATION AND READINESS FOR ACTION 00:20:00
        • 13.11 – CLIENT FOLLOW-UP, PROGRESS REVIEW AND CASE MONITORING 00:20:00
        • 13.12 – CASE DOCUMENTATION, RECORD KEEPING AND PROFESSIONAL CASE MANAGEMENT 00:20:00
        • 13.13 – MANAGING COMPLEX FINANCIAL COUNSELLING CASES, BARRIERS AND PROFESSIONAL BOUNDARIES 00:20:00
        • 13.14 – CASE CLOSURE, COUNSELLING COMPLETION AND CONTINUITY OF CLIENT SUPPORT 00:20:00
        • 13.15 – PROFESSIONAL ETHICS, CONFIDENTIALITY, CONSENT AND CLIENT RIGHTS IN FINANCIAL COUNSELLING 00:20:00
        • 13.16 – INTEGRATED CASE MANAGEMENT 00:20:00
        • 13.17 – CHAPTER INTEGRATION 00:20:00
        • 13.18 – PRACTICAL CASE MANAGEMENT TEMPLATES & CASE DOCUMENTATION TOOLS 00:30:00
        • 13.19 – INDIAN CASE STUDIES 00:35:00
        • 13.20 – THINK LIKE A CFC 00:30:00
        • 13.21 – REFLECTION EXERCISE 00:40:00
        • 13.22 – PRACTICAL ACTIVITY 00:35:00
        • 13.23 – SKILL PRACTICE 00:30:00
        • 13.24 – CASE DOCUMENTATION, PROGRESS NOTES & PROFESSIONAL RECORD-KEEPING PRACTICE 00:35:00
        • 13.25 – SKILL PRACTICE 00:30:00
        • 13.26 – CASE MANAGEMENT INTEGRATION EXERCISE: FROM INTAKE TO REVIEW 00:30:00
        • 13.27 – CASE MANAGEMENT COMPETENCY ASSESSMENT & PROFESSIONAL PRACTICE REVIEW 00:25:00
        • 13.28 – INTEGRATED CASE MANAGEMENT PORTFOLIO & PROFESSIONAL PRACTICE RECORD 00:30:00
        • 13.29 – DIGITAL CASE MANAGEMENT….. 00:03:00
        • 13.30 – DIGITAL LEARNING RESOURCES 00:20:00
        • 13.31 – KNOWLEDGE CHECK 00:30:00
        • ASSIGNMENT 13 01:00:00
        • QUIZ 13 00:35:00
        • 14 INTEGRATED FINANCIAL COUNSELLING & HOUSEHOLD FINANCIAL WELL-BEING 00:20:00
        • 14.1 – THE HOUSEHOLD AS A FINANCIAL SYSTEM 00:20:00
        • 14.2 – HOUSEHOLD FINANCIAL ARCHITECTURE 00:20:00
        • 14.3 – HOUSEHOLD FINANCIAL ROLES & RESPONSIBILITIES 00:25:00
        • 14.4 – HOUSEHOLD FINANCIAL RELATIONSHIPS & MONEY DYNAMICS 00:20:00
        • 14.5 – HOUSEHOLD FINANCIAL WELL-BEING 00:20:00
        • 14.6 – FTAI Household Financial Well-Being Framework™ 00:20:00
        • 14.7 – Household Financial Health, Financial Well-Being & Financial Resilience: Understanding the Difference 00:30:00
        • 14.8 – Household Financial Vulnerability, Risk Exposure & Financial Stress 00:20:00
        • 14.9 – Household Financial Interdependence, Roles, Responsibilities & Decision-Making 00:20:00
        • 14.10 – Introduction: The Household as a Money-Flow System 00:20:00
        • 14.11 – Household Income Architecture 00:20:00
        • 14.12 – Household Expenditure Architecture & Spending Patterns 00:20:00
        • 14.13 – Household Surplus, Deficit, Savings Behaviour & Financial Allocation 00:20:00
        • 14.14 – Household Spending Behaviour, Consumption Patterns & Money Habits 00:20:00
        • 14.15 – Household Financial Priorities, Trade-Offs & Resource Allocation 00:25:00
        • 14.16 – Household Financial Commitments, Obligations & Future Cash-Flow Burden 00:20:00
        • 14.17 – Household Liquidity, Emergency Reserves & Financial Flexibility 00:20:00
        • 14.18 – Household Financial Capacity, Adaptability & Life-Stage Transitions 00:20:00
        • 14.19 – Household Financial Decision-Making, Governance & Accountability 00:20:00
        • 14.19 – Household Financial Decision-Making, Governance & Accountability 00:20:00
        • 14.20 – Household Financial Communication, Collaboration & Conflict Navigation 00:20:00
        • 14.21 – Household Financial Coordination, Implementation & Follow-Through 00:25:00
        • 14.22 – Household Financial Monitoring, Review & Continuous Improvement 00:25:00
        • 14.23 – Integrated Household Financial Assessment & Financial Well-Being Diagnosis 00:25:00
        • 14.24 – FTAI Household Financial Well-Being Assessment Framework™ 00:35:00
        • 14.25 – FTAI Household Financial Well-Being Profile™ 00:20:00
        • 14.26 – FTAI Household Financial Well-Being Action Plan™, Outcome Measures & Progress Tracking 00:30:00
        • 14.27 – Household Financial Well-Being Sustainability, Maintenance & Long-Term Capability 00:25:00
        • 14.28 – The Certified Financial Counsellor’s Role in Sustaining Household Financial Well-Being 3 weeks, 4 days
        • 14.29 – FTAI Household Financial Well-Being Counselling Process™: From Assessment to Sustainable Outcomes 00:40:00
        • 14.30 – Household Financial Well-Being Practice Lab 00:30:00
        • 14.31 – Household Financial Well-Being Practice Tools, 00:25:00
        • 14.32 – Summary: Household Financial Well-Being – From Financial Condition to Sustainable Capability 00:25:00
        • 14.33 – Key Terms & Professional Glossary 00:25:00
        • 14.34 – Knowledge Check & Competency Assessment 00:25:00
        • ASSIGNMENT 14 01:00:00
        • QUIZ 14 00:35:00
        • 15.1 – Introduction: From Household Financial Well-Being to Community Financial Well-Being 00:20:00
        • 15.2 – Financial Counselling in Community Contexts 00:20:00
        • 15.3 – Understanding Community Financial Needs 00:20:00
        • 15.4 – Community Financial Vulnerability, Inclusion & Access 00:20:00
        • 15.5 – Community Financial Well-Being Assessment 00:20:00
        • 15.6 – Identifying Community Financial Priorities 00:20:00
        • 15.7 – Designing Financial Well-Being Programmes 00:20:00
        • 15.8 – Financial Well-Being Programme Delivery & Facilitation 00:20:00
        • 15.9 – Community Participant Engagement, Motivation & Behaviour Change 00:25:00
        • 15.10 – Community Financial Counselling: Individualisation, Triage & Intervention Pathways 00:25:00
        • 15.11 – Community Financial Counselling Intervention: Assessment, Goal Alignment & Action Planning 00:25:00
        • 15.12 – Family & Household Financial Counselling in Community Settings 00:20:00
        • 15.13 – Financial Counselling Follow-Through, Accountability & Behavioural Implementation 00:30:00
        • 15.14 – Community Financial Well-Being Outcomes, Measurement & Programme Evaluation 00:25:00
        • 15.15 – Scaling, Sustainability & Quality Assurance of Community Financial Well-Being Programmes 00:30:00
        • 15.16 – Referral Pathways, Professional Collaboration & Integrated Community Support 00:30:00
        • 15.17 – Community Financial Counselling Programme Governance, Ethics & Professional Accountability 00:25:00
        • 15.18 – CFC Practice Across Diverse Communities, Populations & Financial Contexts 00:30:00
        • 15.19 – CFC Practice with Financially Vulnerable, Underserved & At-Risk Communities 00:25:00
        • 15.20 – Targeted Financial Well-Being Interventions for Community Financial Challenges 00:25:00
        • 15.21 – Community Financial Well-Being Intervention Implementation & Delivery Architecture 00:30:00
        • 15.22 – Measuring Community Financial Well-Being Intervention Effectiveness & Impact 00:30:00
        • 15.23 – Evidence-Based Improvement, Adaptation & Scaling of Community Financial Well-Being Interventions 00:25:00
        • 15.24 – CFC® Community Financial Well-Being Practice Standards, Quality Benchmarks & Professional Review 00:25:00
        • 15.25 – CFC Community Financial Counselling Practice Lab: Integrated Community Case Simulation 00:30:00
        • 15.26 – CFC Community Financial Counselling Practice Tools, Templates & Field Documentation 00:30:00
        • 15.28 – CFC Professional Role, Scope, Boundaries & Accountability in Community Practice 00:30:00
        • 15.29 – CFC Community Financial Well-Being Intervention Planning, Integration & Implementation 00:30:00
        • 15.30 – CFC Community Financial Counselling Integration Lab 00:30:00
        • 15.31 – CFC Community Financial Counselling Practice Tools, Templates, Field Documentation & Digital Resources 3 weeks, 4 days
        • 15.32 – CFC Community Financial Counselling Digital Practice System & Professional Resource Library 00:30:00
        • 15.33 – CFC Community Financial Counselling Practice Standards, Competency Demonstration & Professional Review 00:30:00
        • 15.34 – CFC Community Financial Counselling Competency Practicum: Integrated Practice Assessment 00:35:00
        • 15.35 – CFC Community Financial Counselling Practice Portfolio, Reflective Learning & Professional Development Plan 00:35:00
        • 15.36 – Chapter 15 Integrated Practice Review: From Community Financial Need to Sustainable Financial Well-Being Outcomes 00:35:00
        • 15.37 – Chapter 15 Summary: Financial Counselling Practice, Community Programmes & Financial Well-Being Interventions 00:30:00
        • 15.38 – Chapter 15 Key Terms & Professional Glossary 00:35:00
        • 15.39 – Chapter 15 Knowledge Check & Competency Assessment 00:50:00
        • QUIZ 15 00:35:00
        • ASSIGNMENT 15 01:00:00
        • CHAPTER 16 – PROFESSIONAL PRACTICE, ETHICS, STANDARDS & CAREER DEVELOPMENT 00:35:00
        • 16.1 – Professional Identity & Role of the CFC 00:25:00
        • 16.2 – CFC Professional Competency Framework 00:30:00
        • 16.3. What Is Professional Ethics? 00:30:00
        • 16.4 – CFC Scope of Practice, Professional Boundaries & Limitations 00:35:00
        • 16.5 – CFC Professional Standards, Quality of Practice & Service Excellence 00:30:00
        • 16.6 – CFC Professional Accountability, Documentation, Record-Keeping & Practice Governance 00:30:00
        • 16.7 – CFC Confidentiality, Privacy, Data Protection & Information Governance 00:30:00
        • 16.8 – CFC Conflicts of Interest, Professional Independence & Commercial Influence 00:30:00
        • 16.9 – CFC Participant Rights, Informed Choice, Autonomy & Professional Relationship 00:20:00
        • 16.10 – CFC Professional Communication, Counselling Relationship & Interpersonal Effectiveness 00:30:00
        • 16.11 – CFC Professional Decision-Making, Critical Thinking, Judgement & Problem-Solving 00:35:00
        • 16.12 – CFC Risk-Based Professional Practice, Escalation, Referral & Crisis Response 00:30:00
        • 16.13 – CFC Supervision, Consultation, Peer Review & Reflective Professional Practice 00:30:00
        • 16.14 – CFC Continuing Professional Development, Lifelong Learning & Competence Maintenance 00:30:00
        • 16.15 – CFC Professional Leadership, Mentoring, Coaching & Practice Development 00:30:00
        • 16.16 – CFC Professional Career Development, Career Pathways & Employability 00:30:00
        • 16.17 – CFC® Professional Entrepreneurship, Independent Practice & Sustainable Business Models 00:30:00
        • 16.18 – CFC® Professional Marketing, Business Development, Client Acquisition & Ethical Practice Growth 00:30:00
        • 16.19 – CFC Professional Technology, Digital Practice, AI, Cybersecurity & Digital Financial Counselling 00:30:00
        • 16.20 – CFC Complaints Management, Grievance Redressal, Professional Misconduct & Dispute Resolution 00:30:00
        • 16.21 – CFC Professional Risk Management, Quality Assurance, Business Continuity & Practice Resilience 00:30:00
        • 16.22 – CFC® Professional Practice Audit, Compliance Monitoring, Self-Assessment & Continuous Improvement 00:30:00
        • 16.23 – CFC Professional Standards, Competency Assessment, Certification Maintenance & Re-Certification 00:30:00
        • 16.24 – CFC Professional Recognition, Career Progression, Advanced Practice & Leadership Pathways 00:30:00
        • 16.25 – CFC Professional Contribution, Research, Knowledge Development, Thought Leadership & Profession Building 00:30:00
        • 16.26 – CFC Professional Practice Integration 00:30:00
        • 16.27 – CFC Professional Practice Portfolio, Competency Evidence & Career Development Record 00:30:00
        • 16.28 – CFC Professional Practice Capstone: Integrating Competence, Ethics, Standards, Leadership & Career Development 00:30:00
        • 16.29 – Chapter 16 Integrated Professional Reflection & Self-Assessment 00:30:00
        • 16.30 – Key Terms & Professional Glossary 00:30:00
        • 16.31 CFC Professional Practice, Ethics, Standards & Career Development 00:30:00
        • 16.32 – Knowledge Check & Competency Assessment 00:30:00
        • ASSIGNMENT 16 01:00:00
        • QUIZ 16 CHAPTER 16 00:35:00
        • CHAPTER 17 – CFC Capstone: Integrated Financial Counselling Practice, Professional Application & Competency Demonstration 00:30:00
        • 17.1 – Introduction to the CFC Capstone & Integrated Professional Practice 00:30:00
        • 17.2 – CFC Integrated Practice Framework 00:30:00
        • 17.3 – CFC End-to-End Financial Counselling Practice 00:30:00
        • 17.4 – Integrated Participant Assessment & Financial Situation Analysis 00:30:00
        • 17.5 – Financial Behaviour, Mindset & Emotional Context Integration 00:30:00
        • 17.6 – Integrated Financial Health, Cash Flow, Debt, Protection & Investment Assessment 00:30:00
        • 17.6 – Integrated Financial Health, Cash Flow, Debt, Protection & Investment Assessment 00:30:00
        • 17.8 – CFC Counselling Conversation & Behavioural Intervention Lab 00:30:00
        • 17.9 – Integrated Use of CFC Professional Tools & Frameworks 00:30:00
        • 17.10 – Family & Household Financial Counselling Integration 00:30:00
        • 17.11 – Community & Group Financial Counselling Integration 00:30:00
        • 17.12 – Financially Vulnerable & High-Risk Participant Practice 00:30:00
        • 17.13 – Ethical Dilemmas & Professional Judgement Simulation 00:30:00
        • 17.14 – CFC Documentation, Case Records & Professional Evidence 00:30:00
        • 17.15 – Integrated Case Management & Follow-Through Managing the Participant Journey After the Initial Counselling Interaction 00:30:00
        • 17.16 – Measuring Participant Financial Well-Being Outcomes 00:30:00
        • 17.17 – CFC Case Conference & Professional Consultation 00:30:00
        • 17.18 – CFC Digital Practice, Technology & AI Integration 00:30:00
        • 17.19 – Integrated Professional Risk, Referral & Escalation 00:30:00
        • 17.20 – CFC Integrated Practice Simulation I – Individual Participant 00:30:00
        • 17.21 – CFC Integrated Practice Simulation II – Family/Household 00:30:00
        • 17.22 – CFC Integrated Practice Simulation III – Financially Vulnerable Participant 00:30:00
        • 17.23 – CFC Integrated Practice Simulation IV – Community Financial Well-Being 00:30:00
        • 17.24 – CFC Integrated Ethical & Professional Practice Simulation 00:30:00
        • 17.25 – CFC Capstone Practice Portfolio 00:30:00
        • 17.26 – CFC Competency Demonstration & Practical Assessment 00:30:00
        • 17.27 – CFC Integrated Case Presentation & Professional Defence 00:30:00
        • 17.28 – CFC Professional Practice Viva / Oral Competency Assessment 00:35:00
        • 17.29 – CFC Capstone Reflective Practice & Professional Self-Evaluation 00:30:00
        • 17.30 – CFC Professional Development & Career Readiness Plan 00:30:00
        • 17.31 – CFC Practice Readiness, Professional Commitment & Certification Preparation 00:30:00
        • 17.32 – CFC Integrated Capstone Case Study 00:30:00
        • 17.33 – CFC Final Competency Demonstration 00:30:00
        • 17.34 – CFC Capstone Assessment Rubric & Competency Scoring 00:30:00
        • 17.35 – CFC Professional Practice Portfolio Review 00:30:00
        • 17.36 – CFC Final Professional Reflection & Learning Integration 00:30:00
        • 17.37 – CFC Professional Readiness Declaration 00:30:00
        • 17.38 – Chapter 17 Comprehensive Summary & CFC Programme Integration 00:30:00
        • 17.39 – CFC Programme Key Terms & Professional Glossary 00:30:00
        • 17.40 – Chapter 17 Knowledge Check & Capstone Competency Assessment 00:30:00
        • ASSIGNMENT 17 00:50:00
        • QUIZ 17 CHAPTER 17 00:35:00
        • 18.1 – THE CFC® PROFESSIONAL PROMISE, ETHICAL COMMITMENT & CALL TO SERVICE 00:20:00

      Course Reviews

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      1. kashishrawatchd@gmail.com11 August 2026 at 09:21
        Best Training in Financial Counselling
        5

        Best Training in Financial Counselling. In depth knowledge in theory and practical.

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