Why are counseling skills important in retirement planning?
Strong counseling skills help build trust and ensure clients feel heard and understood.
What is active listening?
Active listening involves fully focusing on the speaker, understanding, and responding thoughtfully.
What does ethical behavior ensure?
Ethical behavior ensures fair, honest, and responsible conduct toward clients.
Which principle supports putting the client’s needs first?
Fiduciary duty requires acting in the best interest of the client.
What is confidentiality in client counseling?
Confidentiality means protecting private client information from unauthorized access or disclosure.
Why is cultural sensitivity important?
Being culturally sensitive allows counselors to respect and respond to diverse client values.
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What role does empathy play in financial counseling?
Empathy helps counselors connect emotionally and understand client concerns.
What should be done when a conflict of interest arises?
Conflicts of interest must be disclosed to maintain transparency and client trust.
What is informed consent?
Informed consent means the client understands and agrees to the services and terms offered.