The Financial Counseling Profession

  • Dorothy B. DurbandEmail author
  • Mary Bell Carlson
  • Cherie Stueve


Financial counseling is a helping profession that assists clients through prevention and intervention services to help them meet their goals. The practice of financial counseling integrates skills and knowledge into the interactions and relationships between the client and counselor and influences the outcomes of the counseling process. The topics to be covered in this chapter are: The client/financial counselor relationship and how it is established, how diversity in clientele will influence the counseling approach, best practices and standards in counseling, the role of the counselor and expectations of the client including client resistance, the stages of counseling, intake, action plans, postponing or terminating financial counseling relationships, identifying and making referrals, and client resources.


Financial counseling Financial counseling careers Financial counseling practice Financial counseling programs Private practice 


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Copyright information

© Springer Nature Switzerland AG 2019

Authors and Affiliations

  • Dorothy B. Durband
    • 1
    Email author
  • Mary Bell Carlson
    • 2
  • Cherie Stueve
    • 3
  1. 1.School of Family Studies and Human ServicesKansas State UniversityManhattanUSA
  2. 2.Department of Financial Planning, Housing, and Consumer EconomicsCollege of Family and Consumer Sciences, University of GeorgiaAthensUSA
  3. 3.Institute of Personal Financial PlanningKansas State UniversityManhattanUSA

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