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Park University Personal and Family Financial Planning Discussion Paper

 

Counselor Resources

ULOs

  • Research, compare, and discuss various financial resources and programs available to both counselors and clients (CLO 6)

Directions

Investigate and review various counselor resources.

Part 1 – Podcasts, journals, and blogs

  • List three different personal finance podcasts.
  • List three different personal finance related journals.
  • List three different personal finance related blogs.

Either listen to one episode of a podcast or read one article/blog. Write a summary of 100-150 words on what you learned and what you like about that resource.

Part 2

The text mentioned three online budgeting / debt reduction tools:

  • Mint
  • YNAB
  • PowerPay©

Look at each one briefly. Choose one and examine it in greater detail. Write a summary of 100-150 words on what you learned and how this tool could be useful to a financial counselor.

Part 3

Look at one of the companies that offer personal finance related courses (examples include Dave Ramsey and Crown Financial Ministries, but there are others). Check out their offerings and write a summary of 100-150 words on how that could be beneficial to either a financial counselor and/or client.