Financial Counseling

Financial Counseling is a reference volume that introduces the professional discipline, methods, and practice of financial counseling. The text provides a rigorous foundation of knowledge while exploring critical theoretical models that inform the field.

The volume examines the dynamics of the client-counselor relationship while addressing the everyday challenges encountered across the profession. It offers practical guidance on approaching sensitive topics, addressing problem financial behaviors, and working effectively with clients from diverse backgrounds.

Incorporated into the AFC certification program by the Association for Financial Counseling and Planning Education, this text supports students and developing practitioners in guiding clients through critical financial decisions to foster long-term client competence.