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Professional Designation Challenge

For those that hold a CFP®, CPA, ChFC or CFA.

Is this Pathway right for me?

Do you hold the CFP, CPA, ChFC or CFA certification? The Professional Designation Challenge Pathway may be right for you!

If your credential is in good standing, it will fulfill your educational requirement for the personal finance competencies of the AFC .

Additional competencies must be satisfied by college-level coursework or through selected AFC self-study materials. 

Am I Eligible for the Professional Designation Challenge?

As a Certified Financial Planner (CFP), Certified Public Accountant (CPA), Chartered Financial Consultant (ChFC), or Chartered Financial Analyst (CFA), you must provide verification that your certification is in good standing AND complete either:

1. Verify completion of applicable coursework that satisfies the competencies not met by your designation. Coursework must be from a regionally-accredited college or university in the United States in personal finance, financial planning, consumer sciences, or equivalent curriculum. Submit your transcript electronically via your registration application. 

OR

2. Enroll in the AFCPE Financial Counseling and Debt Management self-study module. Choose from the education materials below for the option that works best for you. 

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 two textbooks covering financial counseling and debt management. This abbreviated study package includes the AFC Online Study Guide. and will provide everything you need to cover the AFC Core Competencies. 

Certification Pricing

Here’s a breakdown of what to expect.

Registration Fee: $50

One-time fee due upfront during registration.

Education Materials: $675

Comes with the AFC Online Study Guide and includes your choice of study materials. Extra materials available for an additional fee.

Exam Fee: $730

Can be purchased during registration or later.

Ready to Get Started? Choose Your Bundle!

Create your profile and register online. We will process your registration within three days and, upon approval, you’ll be able to start exploring your Certification Dashboard and AFC Online Study Guide. Please allow 14 business days for textbook shipments.

Pay Exam Fee Later

Pay Exam Fee Up Front

Classic Study Bundle

$ 725 not including exam fee.
  • Registration Fee
  • AFC® Exam Fee
  • AFC® Online Study Guide
  • Recommended Textbooks
  • AFC® Webinar Review
Popular

Complete Study Bundle

$ 1,300 not including exam fee.
  • Registration Fee
  • AFC® Exam Fee
  • AFC® Online Study Guide
  • Recommended Textbooks
  • AFC® Webinar Review

Classic Study Bundle

$ 1,455 including exam fee.
  • Registration Fee
  • AFC® Exam Fee
  • AFC® Online Study Guide
  • Recommended Textbooks
  • AFC® Webinar Review
Popular

Complete Study Bundle

$ 2,030 including exam fee.
  • Registration Fee
  • AFC® Exam Fee
  • AFC® Online Study Guide
  • Recommended Textbooks
  • AFC® Webinar Review

Certification registration fee is non-refundable. Please view the AFCPE® Refund 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 certification@afcpe.org to discuss your options.

Learn More

Explore Other Pathways

Financial Education Challenge

For those who have completed applicable coursework in personal finance, financial planning, consumer sciences, or equivalent curriculum from a regionally-accredited college or university.

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.

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.

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