How do they match: Credit Counselors

  • Certified Consumer Credit and Housing Counselor
  • Certified Credit and Housing Counselor
  • Debt and Budget Counselor

  • 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.

  • Create action plans to assist clients in obtaining permanent housing via rent or mortgage programs.
  • Explain general financial topics to clients, such as credit report ratings, bankruptcy laws, consumer protection laws, wage attachments, or collection actions.
  • Maintain or update records of client account activity, including financial transactions, counseling session notes, correspondence, document images, or client inquiries.
  • Recommend educational materials or resources to clients on matters, such as financial planning, budgeting, or credit.

  • Educate clients on financial planning topics.