The Association for Financial Counseling and Planning Education (AFCPE) is a non-profit professional organization created to promote the education and training of the professional in financial management. Certified individuals must meet education, experience, and ethical requirements. In addition, continuing education and annual fees are required to maintain a certificate. This section of the Web site contains descriptions of the certification programs, course content, enrollment forms and extensive information about the continuing education programs.
Pathways to Certification
AFCPE provides several pathways to certification to meet your needs:
Enroll in the self-study course, but also take advantage of our recorded or live webinar review sessions with subject matter experts to help guide your study!
Live Webinar Review Sessions
Recorded Webinar Review Sessions
Approved University Program
Distance Learning Program
Enroll in a distance learning program: more information coming soon!
FINRA Foundation Military Spouse Fellowship Program
Military spouses have the opportunity to earn the the Accredited Financial Counselor® (AFC®) certificate—while providing financial counseling and education to the military community. Fellowship Program
New Online Proctor Available!
Having trouble locating a proctor for your exams? AFCPE now offers ProctorU as a convenient, affordable solution! For just $35, you can complete your assessments from any location with secure, reliable and professional proctor services! Read more here
*Please note that the certification programs are completely separate from membership. Certificants are not required to become AFCPE members. However, if you are interested in becoming a member or to find out more information about the benefits of AFCPE membership, please go to the Membership section of the website.
Any certification process, has value not only for yourself but the clients you serve and additional knowledge can only improve your standing in your profession.