AFCPE

Certification

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.

Self-Study Program

Program Cost = $1000

  • $50 non-refundable enrollment fee
  • $475/course (The AFC Program has two courses. See Course Content)
  • Proctoring Fees charged by ProctorU, universities/colleges, education centers, etc are not included in course or enrollment fee

To become an Accredited Financial Counselor (AFC), candidates must:  

  • Complete registration form and submit the form with payment ($50 non-refundable enrollment fee along with $475/course) to the AFCPE offices.
  • Identify proctor online through ProctorU, or at your local community college or learning center, and complete the exam. Candidates must earn a 70% on each course examination.

Once candidate has successfully passed both exams s/he must:

  • 1,000 hours of experience in financial counseling experience:
    • Offering one-on-one counseling or advising services for clients
    • Developing and conducting education and training for clients.
    • Developing education and training programs for financial counselors.
    • Education and training financial counselors.
    • Serving as an education director for a financial counseling organization.
    • Supervising financial counselors.
  • Subscribe to the AFC Code of Ethics
  • Submit three letters of reference attesting to professional competence and experience (one from supervisor, one from a fellow professional and one from a client).

The Abilities of an Accredited Financial Counselor:

Accredited Financial Counselors have certified skills to assist individuals and families in the complex process of financial decision making, including the ability to:

  • Educate clients in sound financial principles.
  • Assist clients in the process of overcoming their financial indebtedness.
  • Help clients identify and modify ineffective money management behaviors.
  • Guide clients in developing successful strategies for achieving their financial goals.
  • Support clients as they work through their financial challenges and opportunities.
  • Help clients develop new perspective on the dynamics of money in relation to family, friends and individual self-esteem.

Click here to enroll

The AFC certification has given me the credibility I need in my work helping people get out of debt, plan their spending, and save for their future!
Jennifer Abel

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