AFCPE

Accredited Financial Counselor

AFCPE's certification marks represent the highest standards of excellence in the field of financial counseling and education. Our programs train professionals to guide clients through a holistic counseling framework of life cycle financial education.

About the AFC Curriculum

AFCPE offers a self-study curriculum to prepare individuals to take the AFC examinations.

  • Financial Counseling: examines the components of financial counseling, including counseling, budgeting, debt reduction, collection policies and practices, bankruptcy, government assistance programs and standards of practice
  • Personal Finance: includes a survey of financial management principles and strategies. The course focuses on budgeting and cash flow management, credit use, insurance, preparing personal financial statements. In addition, it covers the basics of saving, investing, income tax, retirement and estate planning

Learn more about the course content for the self-study curriculum.

Examinations

Each examination includes 100 multiple choice questions. You are allowed two hours to complete the exam. A candidate must correctly answer a minimum of 70 questions to earn a passing grade on each examination.

It raises the standard of our profession by having an accredited certification.
Ed Olander

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