Providing you with the knowledge and experience to meet individuals and families where they are, help them build a strong financial foundation, realize their goals and achieve lasting financial well-being.
ABILITIES OF THE AFC®
- 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 perspectives on the dynamics of money in relation to family, friends and individual self-esteem.
THE FOUR STAGES TO COMPLETE YOUR AFC® CERTIFICATION
Choose the education pathway that fits your lifestyle.
Educational eligibility requirements have been established to ensure that individuals certified by AFCPE® have the appropriate level of education, knowledge and proficiency necessary to provide financial counseling services as an AFC® professional. As a prerequisite to selecting the education path that’s right for you, please review the list of core competencies required prior to sitting for the AFC® examination. These competencies are based on the results of the AFCPE® 2014 Job Analysis Study.
List of AFC® Core Competencies
You’ll find meaningful differences among the education paths for AFC® certification. Each path is designed to ensure that you’ve been exposed to the educational components that correspond with each of the core competencies on the AFC® examination. You can find the option that best fits your experience and goals.
Download the AFC® Candidate Handbook
AFC® Education Paths and Fees
The educational pathways below include the cost of the AFC® exam. Education and exam fees are paid separately. Certification registration fee is non-refundable. Please view AFCPE®‘s Refund Policy for more details.
Optional course reviews are available through AFCPE® upon request for $525 and optional study guides are available for $50. Books and materials that ship outside the U.S. will incur a $35 international shipping charge.
AFC® Online Course
A supplementary tool to support your preparation for the AFC® certification examination! The course is now included with the self-study pathway and available as an add-on for all other pathways. It is designed to guide you through the material, providing you with additional tools and resources to develop your skills, test your comprehension, and put your knowledge into practice!
Housed in a learning management system, the course allows you to:
- Divide the material into manageable sections of content.
- Sort through study processes more efficiently.
- Engage with other certification candidates through discussion boards.
- Tap into different learning styles, utilizing videos for visual learners.
- Apply the material you are learning with “Think Like A Counselor” exercises.
- Access study materials, including a glossary of terms and worksheets.
- Explore additional resources and links to bring the material to life.
- Experience new content, including case study applications for non-traditional clients and instruction on cultural sensitivity.
AFC® Special Pricing
Learn more about our special pricing, including AFC® exam discounts for non profit professionals, group pricing, and military educational benefits.
Sit for the AFC® exam
The AFC® exam is provided through AMP. Visit their website to find a testing center near you. Your exam fee is paid to AFCPE® after your education requirement is complete.
The NCCA accredited the Association for Financial Counseling & Education® (AFCPE®)’s AFC® certification for a five-year period, expiring December 31, 2020. NCCA is the accrediting body of the Institute for Credentialing Excellence (formerly the National Organization for Competency Assurance). Since 1977, the NCCA has been accrediting certifying programs based on the highest quality standards in professional certification to ensure the programs adhere to modern standards of practice for the certification industry. The AFC®‘s compliance with NCCA standards shows that the educational content and testing for the AFC® is psychometrically sound and has been developed, maintained and governed by the highest standard.This recognition and achievement sets the certification mark apart from others in the field and emphasizes the highest standard of excellence that AFCPE® has built for this field.
Complete 1,000 hours of financial counseling experience and submit three letters of reference attesting to your professional competence.
Your 1000 hours of relevant experience may include:
- Delivery of one-on-one or group personal financial counseling, education or coaching
- Curriculum development
- Management of financial counseling professionals
Experience may be obtained in conjunction with exam preparation or following successful completion of the exam, as long as all requirements are completed within the designated timeframe of the certification path you have chosen. You may also include relevant hours obtained up to 2 years before registering for the program.
Note: You will be required to document your experience in an online resume form. The form will be provided to you in your myAFCPE certification dashboard after successful completion the examination.
Sign and adhere to the AFC® Code of Ethics.
Counselors certified by AFCPE® pledge to maintain the following ethical standards…Learn More.
Professional development is a career-long process. Over the course of a career, many changes will occur in a field of expertise that require an updating of knowledge and skills. These changes can include the introduction of new product and service offerings in the financial marketplace, as well as changes in laws and technical knowledge related to personal finance and counseling.
The purpose of requiring certificants to receive continuing education is threefold:
- Enhance the individual professional’s capacity to serve his or her constituents
- Protect the public interest
- Uphold the rigor of the certification programs.
There are three steps to maintaining certification:
- Submit an annual fee
- Meet the CEU requirements
- Abide by a code of ethics
For more information on requirements and fees, please refer to our Guide to Maintaining Your Certification.
AFC® EDUCATION PATHWAYS
AFC® Candidate Resources
AFCPE® Membership
Want to save $50 on your AFC® exam?
Separate from AFC® certification, AFCPE Membership is the intersection of financial education, research & practice. Membership brings together professionals from a variety of financial fields, creating a strong network of knowledge and delivering professional development, resources, and benefits that positively impact your work and enhance your career.
Why AFCPE® Membership?
- Free Professional Development – to support your experience hours and knowledge base and, once certified, to help you earn your CEUs. Our library of content is available to AFCPE Members 24-7, live and on demand.
- MentorConnect Program – to connect with a mentor to gain insights and expand your professional network
- Virtual Meet Ups – to connect with other professionals on topics that matter to you
- Discounts – including $50 off your AFC exam!
- And so much more!
The NCCA accredited the Association for Financial Counseling & Planning Education® (AFCPE®)’s AFC® certification for a five-year period, expiring December 31, 2020. NCCA is the accrediting body of the Institute for Credentialing Excellence (formerly the National Organization for Competency Assurance). Since 1977, the NCCA has been accrediting certifying programs based on the highest quality standards in professional certification to ensure the programs adhere to modern standards of practice for the certification industry. The AFC’s compliance with NCCA standards shows that the educational content and testing for the AFC is psychometrically sound and has been developed, maintained and governed by the highest standard. This recognition and achievement sets the certification mark apart from others in the field and emphasizes the highest standard of excellence that AFCPE has built for this field.
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