AFC Module 2 - Client Information

Question 1

4 Basic Tactics to Gather Client Information

Answer 1

1. Selective Pacing - allows counselors to gather information without asking questions.
2. Imperative Statements - Statements that start with words such as “Tell me…” or Explain…”
3. Declarative Leads - Counselor can state or declare her own thoughts followed by silence.
4. Questions - direct questions to gather information. Can be yes or no, multiple choice or dilemma, level 1 or 2 probes and faulty questions.

Question 2

Factors that may impact a client’s financial situation

Potentially discovered during intake process

Answer 2

1. Income sources and amounts
2. Family structure
3. Employment status of other household members
4. Debt information, including amounts owed, due dates, interest rates, and delinquency status.
5. Monthly and periodic expenses

Question 3

Items which may be included in intake package

Answer 3

1. List of items to bring to counseling session (tax returns, insurance policies, bills, and loan documents, etc.)
2. Client Information sheet
3. Consent Form
4. Budget sheet
5. Debt sheet

Question 4

Ideas for using resources to benefit client

Answer 4

1. Use Client’s financial resources to help meet goals
2. Use client’s desire to get ahead as motivator for behavior change
3. Incorporate client’s desire to work hard to overcome financial difficulties

Question 5

Declarative Statements

Answer 5

a counselor can state or declare her own thoughts followed by silence to encourage a fuller discussion and open communication

Question 6

Dilemma Question

Answer 6

Provides a client with alternatives, however, most - if not all - of the alternatives are undesirable

Question 7

Faulty Questions

Answer 7

Ask a client to provide information that may be embarrassing or that he doesn’t have about his actions

Question 8

Imperative Statements

Answer 8

Statements that start with words such as “Tell me…” or “Explain…” that provide counselors with another tactic for gathering information without asking questions and to clarify meaning

Question 9

Level 1 Probes

Answer 9

Are typical who, what when, where, why and how questions designed to gather factual information

Question 10

Level II Probes

Answer 10

Use the same who, what, when, where, why and how format of Level 1 Probes, but are designed to gather the client’s deeper feelings as opposed to factual information

Question 11

Selective Pacing

Answer 11

This communication technique uses restatement to allow counselors to explore and gather information without asking questions