Basic money skills for helping clients

10 Basic money skills for helping clients

Practical Application: Basic Money Skills for Helping Clients

Which of the basic money skills would you be most comfortable teaching to someone else, and why?
Which basic money skill would you be least comfortable teaching to someone else, and why?
Rank the basic money skills in order of the ones you use most frequently yourself, to the ones you use least frequently.
- Compare this list to your answers to questions 1 and 2 above. Is there any correlation? What do you make of this?
- Are there any money skills you would like to use more often? Why or why not?
Think about a time that you had to do a money skill you had never done before (e.g. the first time you had to make a purchase, use a debit card, etc.).
- Write down what you remember about the experience and how you felt at the time.
- If you were faced today with a money skill you had never done before, describe how you would figure out what to do.