The world of credit counseling and financial coaching can be disorienting at first glance. With so many titles and terms being used, how do you know what fits you? You may have days where you wonder just what exactly your job is. We’re all financial helpers, but which title defines us best?
We’ve compiled four of the most common financial helping professions into one infographic.
To summarize:
- Financial coaches focus on the future.
- Financial counselors analyze the past.
- Financial planners work with retirement accounts and larger goals.
- Financial educators teach classes and groups.
What type of financial helper are you? You can be more than one type. Most people in financial helping are!
With NACCC, you can craft yourself into the type of financial helper that is ideal for you by selecting your preferred certification and following up with the CEUs most relevant to your career.
Learn more about becoming a Certified Financial and Career Coach.
