CPC Preplanning Process & Strategy 2

Question 1

What is the primary goal of the first meeting with a preplanning family?

Accepted Answer

Build rapport and understand the family's needs, values, and wishes

Answer

Discovery and trust-building come first so recommendations fit the family's actual wishes.

Question 2

Which type of question best encourages a client to share their personal wishes?

Accepted Answer

Open-ended questions

Answer

Open-ended questions invite detailed answers that reveal values and preferences.

Question 3

A client says, 'I'm not ready to think about this.' What is the best initial response?

Accepted Answer

Acknowledge their feelings and ask what concerns them most

Answer

Empathy and exploration of the concern respect the client and keep the dialogue open.

Question 4

Why is it important to involve family members in the preplanning conversation?

Accepted Answer

It ensures wishes are known and reduces future conflict and guilt

Answer

Shared knowledge of wishes eases decision-making for survivors later.

Question 5

Which document records a client's selections and is kept on file for use at time of need?

Accepted Answer

Preneed contract and personal information worksheet

Answer

The contract and worksheet document choices and vital information for future use.

CPC - Certified Preplanning Consultant Practice Test