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Financial Education Challenge

For those who have completed applicable coursework from a regionally-accredited college or university.

Is this Pathway right for me?

Have you completed coursework in personal finance, financial planning, financial counseling, consumer sciences or something similar?

The Financial Education Challenge Pathway may be right for you!

Through this pathway, you may be eligible to use your coursework to fulfill the education requirements for the AFC certification.

Am I Eligible for the Financial Education Challenge?

To determine your eligibility, you’ll start by submitting your registration form with documentation of related coursework from a regionally-accredited college or university in the United States. You will complete an application mapping your completed coursework to the related AFC core competencies. 

We will review your transcript and process your application within 30 business days. Once we determine whether the educational requirement has been fulfilled, we’ll send you written notification with instructions on next steps. 

Coursework must be no older than 7-years to qualify for the Financial Education Challenge pathway. If coursework is older than 7-years, you may still qualify if you have been working full-time in the financial services field for at least 4 of the last 7-years or part-time in the financial services field for at least five of the last 7-years (validated through an Experience Verification Form). 

Explore Education Materials

Several education materials are offered to support you on your journey to earning your AFC. Choose which materials work best for your learning style.

A supplementary tool to support your preparation for the AFC examination. The guide is included with the self-paced 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.

Let our qualified instructors help you connect the dots between the AFC core competencies and the application of the material.

  • Live instruction or on-demand access
  • Comprehensive review of the material
  • Opportunity to ask questions

Click here to learn more

This option provides a curated selection of three textbooks covering personal finance, financial counseling, and debt management. This comprehensive study package is everything you need to cover the AFC core competencies. Perfect on their own or paired with the AFC Webinar Review. 

Certification Pricing

Here’s a breakdown of what to expect.

Registration Fee: $125

One-time fee due upfront during registration. Includes the price of your transcript review.

Education Materials: See below

The cost of your education materials is determined by your transcript review. If core competencies are not met, you may be required to purchase supplementary materials.

Exam Fee: $750

Can be purchased during registration or later.

  • Full Challenge
  • Partial Challenge (texts)
  • Partial Challenge (webinar review)
Education Costs: Check mark indicates required Full ChallengePartial Challenge (texts)Partial Challenge (webinar review)
Education Costs: Check mark indicates required
TextsOptional ($350)Optional ($350)
WebinarOptional ($675)Optional ($675)
Online Study GuideOptional ($150) Or included with texts or webinarIncluded with textsIncluded with webinar

Note: If no competencies have been satisfied by coursework, please see Self-Paced Study pathway.

Classic Study Bundle

$ 475 not including exam fee.
  • Registration Fee
  • Transcript Review Fee
  • AFC® Exam Fee
  • AFC® Online Study Guide
  • Recommended Textbooks
  • AFC® Webinar Review

Complete Study Bundle

$ 1,075 not including exam fee.
  • Registration Fee
  • Transcript Review Fee
  • AFC® Exam Fee
  • AFC® Online Study Guide
  • Recommended Textbooks
  • AFC® Webinar Review

Certification registration fee is non-refundable. Please view the AFCPE® Refund & Transfer Policy for more details.

Books and materials that ship outside the U.S. will incur a $35 international shipping charge.

The Certification Council does not require, provide, accredit, or endorse any specific study guides, training or review courses, or other examination preparation products. The Certification Council, certification staff, certification committee members, and certification subject matter experts do not have involvement in the creation, accreditation, approval, endorsement or delivery of examination review courses, preparatory materials, educational programs, or training programs/products that prepare candidates for the AFC certification examination.

Not Sure Which Pathway is Best for You?

Register for a free AFC Info Session

Join our Certification Team for a no-pressure, informative session to get all the information you need to make your decision!

Our info sessions are held monthly. Can't make it live? Register and we'll send you the recording!

Or, send us an email at to discuss your options.

Learn More

Explore Other Pathways

Self-Paced Study

Our most popular and most flexible pathway to certification . For self-starters, career-changers, and others who want to complete their certification in their own time, at their own pace.

Registered Education Programs

AFCPE partners with over 30 institutions-click to see if your school is one of them. Interested in a more traditional classroom experience? Check out our non-degree options.

Professional Designation Challenge

If you hold a CFP®, CPA, ChFC or CFA designation, this may be the pathway for you. These professionals are exempt from a portion of the AFC core competencies.

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