Registered Education Program (REP) Application (TEST)

Registered Education Program (REP) Application (TEST)

Section 1: Program Information

Primary Program Contact
Secondary Program Contact
Address
Note: If the course syllabi are the same, multiple programs (e.g. Undergraduate, Graduate, etc.) can be listed on the same AFCPE Registered Education Program Application. Otherwise, separate applications, syllabi, and application fees must be submitted.

Section 2: Core Curriculum and AFC Core Competencies Alignment

College/university coursework within AFCPE Registered Education Programs must address all content areas within the AFC® core competencies. Students cannot become an AFC candidate until they have met the AFC educational requirement through the successful completion of the required courses at their REP (verified by transcript review by AFCPE). Unnecessary courses should not be included below to avoid creating barriers for students who want to pursue this opportunity. To become an AFCPE REP, the following language should be included in the syllabus for each course in your core curriculum: “This course is part of the core curriculum for the (University/College Name)’s AFCPE Registered Education Program with the Association for Financial Counseling and Planning Education (AFCPE®). For more information about AFCPE and obtaining your Accredited Financial Counselor (AFC®) designation through the AFCPE Registered Education Program pathway, please visit www.afcpe.org.” Please provide information below on the courses that students must take (6 credits minimum) to satisfy the core competencies and be eligible to sit for the AFC certification exam. Please provide a detailed syllabus for each course in this section during application submission.

1. Set the Stage and Gather Client Information

Establish the counseling environment.(Required)
Course Number
Course Title
Credit Hours
 
Gather client information.(Required)
Course Number
Course Title
Credit Hours
 
Form a strategic counseling plan.(Required)
Course Number
Course Title
Credit Hours
 

2. Assist a Client in Creating an Action Plan

Assist client in establishing goals(Required)
Course Number
Course Title
Credit Hours
 
Assist client in identifying strategies to attain goals(Required)
Course Number
Course Title
Credit Hours
 

3. Develop Financial Statements, Ratios and Spending Plans

Educate a client about a cash flow statement(Required)
Course Number
Course Title
Credit Hours
 
Educate a client about a net worth statement(Required)
Course Number
Course Title
Credit Hours
 
Educate a client about personal financial ratios(Required)
Course Number
Course Title
Credit Hours
 
Educate a client about spending plans(Required)
Course Number
Course Title
Credit Hours
 

4. Manage Money

Educate a client about financial services(Required)
Course Number
Course Title
Credit Hours
 
Familiarize a client with basic tax management(Required)
Course Number
Course Title
Credit Hours
 
Discuss employment considerations with a client(Required)
Course Number
Course Title
Credit Hours
 

5.Manage Credit and Debt

Educate a client about uses of credit(Required)
Course Number
Course Title
Credit Hours
 
Educate a client about credit reports and scores(Required)
Course Number
Course Title
Credit Hours
 
Educate a client about credit products(Required)
Course Number
Course Title
Credit Hours
 
Educate a client about debt management(Required)
Course Number
Course Title
Credit Hours
 
Educate a client about identity theft(Required)
Course Number
Course Title
Credit Hours
 

6.Educate a Client about Major Acquisitions

Acquire property(Required)
Course Number
Course Title
Credit Hours
 
Educate a client about renting a home(Required)
Course Number
Course Title
Credit Hours
 
Educate a client about purchasing a home(Required)
Course Number
Course Title
Credit Hours
 
Educate a client about selling a home(Required)
Course Number
Course Title
Credit Hours
 
Educate a client about consumer rights and responsibilities(Required)
Course Number
Course Title
Credit Hours
 

7.Manage Financial Risks

Educate a client about financial risk(Required)
Course Number
Course Title
Credit Hours
 
Educate a client about insurance products(Required)
Course Number
Course Title
Credit Hours
 

8.Discuss Investment Basics with a Client

Educate a client about investment fundamentals(Required)
Course Number
Course Title
Credit Hours
 
Educate a client about investment choices(Required)
Course Number
Course Title
Credit Hours
 
Educate a client about investor protection(Required)
Course Number
Course Title
Credit Hours
 

9.Educate a Client about the Financial Aspects of Retirement and Estate Planning

Educate a client about retirement planning(Required)
Course Number
Course Title
Credit Hours
 
Educate a client about estate planning(Required)
Course Number
Course Title
Credit Hours
 

Section 3: Core Curriculum Details

Please provide additional details about each core curriculum course.
Course #1
Course Number
Course Title
Course Instructor
Instructor Degrees and Designations
Course #1 Resources
Text Book Title
Author
 
Drop files here or
Accepted file types: pdf, doc, docx, jpg, jpeg, png, Max. file size: 50 MB.
    Course #2
    Course Number
    Course Title
    Course Instructor
    Instructor Degrees and Designations
    Course #2 Resources
    Text Book Title
    Author
     
    Drop files here or
    Accepted file types: pdf, doc, docx, jpg, jpeg, png, Max. file size: 50 MB.
      Course #3
      Course Number
      Course Title
      Course Instructor
      Instructor Degrees and Designations
      Course #3 Resources
      Text Book Title
      Author
       
      Drop files here or
      Accepted file types: pdf, doc, docx, jpg, jpeg, png, Max. file size: 50 MB.
        Course #4
        Course Number
        Course Title
        Course Instructor
        Instructor Degrees and Designations
        Course #4 Resources
        Text Book Title
        Author
         
        Drop files here or
        Accepted file types: pdf, doc, docx, jpg, jpeg, png, Max. file size: 50 MB.
          Course #5
          Course Number
          Course Title
          Course Instructor
          Instructor Degrees and Designations
          Course #5 Resources
          Text Book Title
          Author
           
          Drop files here or
          Accepted file types: pdf, doc, docx, jpg, jpeg, png, Max. file size: 50 MB.
            Course #6
            Course Number
            Course Title
            Course Instructor
            Instructor Degrees and Designations
            Course #6 Resources
            Text Book Title
            Author
             
            Drop files here or
            Accepted file types: pdf, doc, docx, jpg, jpeg, png, Max. file size: 50 MB.

              Section 5: Program Supports (Optional)

              AFCPE Registered Education Programs are encouraged to have additional curriculum and opportunities that support the development of students pursuing AFC certification. Please list any additional courses that support student development in areas of personal finance, counseling, and/or debt management.
              Program Supports
              Course Number
              Course Title
              Credit Hours
              Support Provided
               
              Describe other opportunities/programming that support student development in areas of personal finance, counseling, and debt management (e.g., Student Money Management Center, community outreach, involvement with professional associations, etc.). REPs are encouraged to develop partnerships that provide opportunities for students to work toward their 1,000-hour AFC experience requirement.

              Section 6: Application Payment

              AFCPE Registered Education Program Fee is $500. AFCPE will invoice for payment remittance once application is reviewed and approved. Registered Education Program agrees to remit payment within 30 days of invoice receipt.
              Payment Confirmation

              For Questions or Assistance

              Please contact the Education Team at education@afcpe.org or (614) 368-1055
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