Principles of Counseling
Free CFP Exam lesson in Psychology of Financial Planning. 13 min read, ~1,917 words.
OARS: Open-ended questions, Affirmations, Reflective listening, Summaries; the motivational interviewing framework tested on nearly every exam. Stages of Change: precontemplation, contemplation, preparation, action, maintenance; match the intervention to the stage. Contemplation vs. preparation: "I know I should" = contemplation; "I plan to start next month" = preparation. Resistance is information...
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What this lesson covers
- Content
- Example 1
- Example 2
- Common Mistakes
- Key Takeaways
- Exam Shortcuts
Learning objectives
- H.68
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