Objectives;

To assess individual financial wellness
To clarify personal financial priorities
To identify resources for assistance with finances 
You must score a 70% or above on the post test to receive continuing education credit via-cebroker.com

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* 1. Enter your licensing information 

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* 2. The first step in determining one’s financial wellness is:

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* 3. Questions that need to be answered when assessing personal finances include all of the following EXCEPT:

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* 4. In addition to assessing payment of bills, a personal financial assessment includes:

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* 5. After identifying financial priorities, the next step is:

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* 6. All of the following are questions to ask when evaluating current spending EXCEPT:

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* 7. Examining three months of check registers and credit card bills, and writing down everything you spend for 30 days, are ways to:

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* 8. Once we become clear on how we use and view our money, we can:

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* 9. When deciding on projected changes to make in priorities and actions, keep changes realistic and:

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* 10. After making our assessment and attempting to make changes, we may recognize:

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* 11. Consumer Credit Counseling, Debtors Anonymous and a financial planner are examples of:

0 of 11 answered
 

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