One of the ways in which you can acquire financial counseling skills is by enrolling for a short course in the discipline. There are places where you may find 2-week or 3-week courses, designed to give the people who go through them some basic understanding of financial counseling techniques.
If you already have a financial training background (say, as a certified public accountant or auditor) and you go through this sort of course, you may end up being in a position to offer financial counseling services to people. Already, with a financial training background (say, as a certified public accountant), you’d be expected to already have enough knowledge to examine people’s finances, and get to see where there are challenges. So what you’d be lacking is the know-how on how to speak to people about their finances, how to get people to see where they are making financial mistakes and how to help people come up with solutions to their financial problems. Those are the skills that you’d acquire from the short course in financial counseling. After all, it is worth remembering that financial counseling has two aspects: the ‘financial’ aspect (which is about the numbers) and the counseling aspects (which is about the therapy).
In enrolling for a short course in financial counseling, you’d need to:
- Identify a training institute that offers short courses in financial counseling
- Enquire on the qualifications for admission to the short courses in financial counseling
- Ensure that you meet the minimum requirements for admission to the course
- Apply for admission to the course
- Pay any required fees for the course in financial counseling
You’d then get an opportunity to go through the short course in financial counseling. The most important thing here would be to pay attention to your instructors, as you go through the course. Another key thing would be to do the exercises/assignments you are given diligently. The ultimate objective would be to ensure that by the time you graduate from the short course in financial counseling, you really have practical competence to counsel people about their finances.