Principles of Counseling

Free CFP Exam lesson in Psychology of Financial Planning. 14 min read, ~2,059 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 on a specific date" = preparation. Resistance...

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H.68

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