How do they match: Credit Counselors

  • Advise and educate individuals or organizations on acquiring and managing debt. May provide guidance in determining the best type of loan and explain loan requirements or restrictions. May help develop debt management plans or student financial aid packages. May advise on credit issues, or provide budget, mortgage, bankruptcy, or student financial aid counseling.

  • Recommend educational materials or resources to clients on matters, such as financial planning, budgeting, or credit.

  • Educate clients on financial planning topics.