A professional development course that takes you through the essential steps of money management. Providing a firm financial foundation – for you and those you serve.

Rooted in the core competencies of the AFC®, Money Management Essentials covers:

  • Student Loans
  • Debt Reduction
  • Credit Cards and Loans
  • Major Purchases
  • Housing
  • Risk Management
  • Health Care and Life Insurance
  • Financial Counseling
  • Money Management
  • Taxes
  • Banking
  • Credit
  • Investment Basics
  • Retirement

Money Management Essentials Participant

"The Money Management Essentials course contains a lot of good resource links. The sample problems are helpful in thinking how to apply the solutions you've just read through."

Money Management Essentials Participant

"I felt the course was well thought out and perfectly executed. I hate taking tests/quizzes but I felt comfortable taking the Money Management Essentials' quizzes. I liked that the quiz gave you an opportunity to learn more about why I  answered the question wrong."

Money Management Essentials Participant

"I have taken many courses and exams over my career relating to finance. This course was quite different in that it was more relational with practical advice... If we are anything as financial coaches we are purveyors of the practical."

Who Should Take This Course?

Passionate individuals who want to enhance their personal finance knowledge.


This may include, but is not exclusive to:

  • Volunteers at community-based or nonprofit organizations
  • K-12 Personal Finance Educators
  • University Student Money Management Center peer mentors
  • Credit Counselors
  • Bank/Credit Union Personnel
  • Service professionals who are looking to expand their financial knowledge
  • Professionals interested in going on to achieve the AFC® or FFC® certification*

*Money Management Essentials is one of the prerequisites for our financial coach trainings and the FFC® certification, and a good “stepping-stone” to AFC® certification.

 

 

Special Incentive:

Within the first year of your Money Management Essentials completion date, you are eligible to receive a discount on your AFC® (Accredited Financial Counselor®) exam.

Here are the details:

  • Simply upload your Money Management Essential badge of completion when you register for the AFC certification program.
  • You will be credited for the Money Management Essentials course when you are approved for the AFC® exam.
  • This will reduce your AFC® exam fee by the amount that you paid for Money Management Essentials! 

Money Management Essentials

This approximately 10-hour online course provides you with a solid financial foundation to better assist those whom you serve.

Program Cost: $325*

*Special pricing available for groups of 10 or more.

Want to save $25 off Money Management Essentials Registration? Become an AFCPE Member. Learn More.

Questions? Contact AFCPE Professional Development

AFCPE®‘s Refund Policy 

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