Individual Training Record for CC



INDIVIDUAL TRAINING RECORD - CCNAME:DEPARTMENT:CCHIRE DATE:These objectives must be completed within 90 days of hire date, unless otherwise noted.*Manager/Supervisor signature verifies trainee is qualified to perform function.DEPARTMENT SPECIFIC TRAININGDate TrainedTrainee SignatureTrainer SignatureDate Qualified* Mgr/SupSignatureOVERVIEW: Counselor’s Role and Counseling Process (PowerPoint)Financial Peace of Mind Course Online *Complete within 7 daysDocument CenterSoft Phone TrainingLeaving MessagesValidating Clients / starting a callPROFILETaking basic client informationCONCERNSClient interview, spending habits, goalsPresenting ProblemFinancial Partner / demographicsSetting Financial Goals / buying spending habitsIncome section/ finding gross/ income summarySecured ExpensesHH budget sectionentering unsecured initially /summary of HH budgetcash flow analysisRecomended guidelinesimportant financial factorsReview Spending Plan50 ways to trimFinancial summaryDebt optionsUnsecuredcredit reportBudget SummaryCAAP requirementscr pulling and verificationcommentsText message alerts portalreferrals“misc” (trans history, closed accounts, reports)amortizationstatusesbalancing budgets (overcoming deficits/surpluses)contractverificationvoice printHow to End A Callempathy in counselingphone monitoring/mystery callsproxies/assigning proxiesadding unsecured accounts skills testcounseling quizSL and BK review and transferringReinstatesIssues and Ideas FormCalling 1932 for help, or to call outMock call #1 ____________Reference#_____________-Skills Tested*Interview*Creating a Budget*Budget Analysis*Cutting back expenses to balance budget*Entering unsecured accountsmock call #2(if required)Reference#_____________-Skills Tested*Interview*Creating a Budget*DMP is not a viable option – Discuss alternatives including bankruptcy.*Making the right referral ................
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