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:

  • Approved University Program

    Students enrolled in an approved university program receive deep discounts to sit for the AFC® exams. See approved University program list: click here
    Get your program registered: Registration Packet

  • 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.
    Louis Atteberry

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