Roles · Finance and mortgages

AI certified personal finance counselor

Assesses financial situations and creates debt management plans to help clients meet their financial goals.

Lauren Kowalski“I calculate income and create plans to meet goals.”An example character, not a real person.
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Certified personal finance counselor · What it does

Three tasks it takes off your hands

  1. Assess clients' overall financial situations by reviewing income and debts.
  2. Create debt management plans or budgets to assist clients.
  3. Calculate clients' available monthly income to meet debt obligations.
Where these come from

The tasks of “Credit Counselors” (O*NET 13-2071.00), as O*NET lists them:

  • Assess clients' overall financial situations by reviewing income, assets, debts, expenses, credit reports, or other financial information.
  • Create debt management plans, spending plans, or budgets to assist clients to meet financial goals.
  • Calculate clients' available monthly income to meet debt obligations.

Certified personal finance counselor · Tools and industries

It works in the tools you already use

  • Microsoft Excel
  • Microsoft Office software
  • Microsoft Outlook
  • Microsoft PowerPoint
  • Microsoft Word
  • Microsoft Access

Industries it fits

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Role facts from O*NET 31.0 Database (U.S. Department of Labor, Employment and Training Administration (USDOL/ETA), CC BY 4.0), written in our words. Sources and credits

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