Course Curriculum

    1. Reminder

    2. Course 4 Curriculum

    3. Creating Action Plans and Budgets

    4. Mark Appointment Attendance and Log Notes

    5. Add Case Management Notes

    6. Close a Client Case

    7. Get Ready to Practice

    8. Setup Instructions

    9. Scenario 1: Reverse Mortgage Counseling and Action Plan

    10. Scenario 1 Questions

    11. Scenario 2: Budgeting Session

    12. Scenario 3: Logging Appointment Notes & Mark Appointment Attendance

    13. Scenario 4: Logging time spent on a Client Case

    14. Scenario 3 & 4 Questions

    15. Scenario 5: Closing your Client’s Case

    16. Great Work!

    17. Test Your Knowledge

    18. Course 4 Completion

    1. How was this training?

About this course

  • Free
  • 19 lessons
  • Articles
  • Scenario-Based Exercises
  • Average Completion Time: 1 hr 45 mins

Need Help or Have Questions?

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