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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 will need to be satisfied by upper-division coursework through a regionally accredited college or university or through the AFC’s self-study module.

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) professional, you must provide verification that your professional certification is current and in good standing AND complete either:

(1) Verify completion of applicable course work (corresponding to the remaining competencies not met by your professional designation in Financial Counseling, Consumer Sciences, or comparable curriculum) from a regionally-accredited college or university in the United States by submitting a transcript electronically,

OR

(2) Enroll in the AFCPE Financial Counseling and Debt Management self-study module. You may use the below education materials that work best for you, including books, onsite review, or webinar review.

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® certification examination! The guide is now included with the self-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.
AFC® webinar review sessions are designed to give you confidence and clarity as you prepare to sit for the AFC exam.

  • Live instruction and comprehensive review of the material
  • Opportunity to ask questions
  • More connection to study with your peers

Financial Counseling, Personal Finance, Surviving Debt (textbooks).

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

Fee to take the AFC® Exam. Can be purchased during registration or later.

Ready to Get Started? Choose Your Bundle!

You’ll start by submitting your registration form with payment to the AFCPE® national office. We will process the registration and either mail you your study materials or send you an email with instructions to access online materials. (Please allow 14 business days for shipping and handling.)

You can then study for the examination using the selected study materials.

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

Education and exam fees are paid separately. Certification registration fee is non-refundable. Please view AFCPE®‘s Refund Policy for more details.

Optional course reviews are available through AFCPE® upon request for $675 and optional study guides are available for $100. 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 from 3:00 - 4:00 PM ET. Recordings are available to registered attendees.

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 course work from a regionally-accredited college or university.

Registered Education Programs

For those who have satisfied the educational requirement for the AFC by completing coursework through an AFCPE Registered Education Program. Degree and non-degree options available.

Self-Study

For self-starters, career-changers, and others who want to complete their certification on their own time, at their own pace.

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