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

Course participants have access to Essentials courses for 12 months from their date of registration. 

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

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®


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 is pre-approved for 10 CEUs for AFCPE®️ Certified Professionals and pre-approved for 8.5 CEUs for CERTIFIED FINANCIAL PLANNER (CFP®️) Certified Professionals.

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."

New! Same Great Content. Brand New Format.

Money Management Essentials has been redesigned with you in mind.

Ready to take your learning to the next level? Money Management Essentials has been redesigned with your success in mind. Through new course updates, you can:

  • Practice your financial counseling skills on a virtual client.
  • Gain a deeper understanding of financial concepts through reinforced learning.
  • Test your knowledge through quizzes and discussion questions.
  • And more!

It’s never been easier to understand money management and financial counseling. See what’s new below!

  • Complete redesign of the course, including a full review of content by subject matter experts.
  • Over 100 activities, knowledge checks, and case studies.
  • Dozens of practical, real-world examples.
  • Two virtual clients to provide the experience of counseling in a safe space.
  • Discussion question(s) for each module.
  • Templates for commonly used counseling and personal finance forms.
  • Videos and other resources for additional learning.
  • Searchable glossary.
  • 100% accessible.
  • Visually appealing.
  • Interactive and engaging.
  • Pre- and post-assessment for the course, as well as quizzes on each module.
  • Verifiable virtual badge on successful completion of the course.
  • Progress tracking for groups.
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Money Management Essentials

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

Program Cost: $359*

*Special pricing available for groups of 10 or more.

Want to save 10% off Money Management Essentials Registration? Become an AFCPE Member. Learn More.

Questions? Contact AFCPE Professional Development

AFCPE®‘s Refund & Transfer Policy 

*This course is not eligible for CEUs. AFC candidates may earn 10 experience hours with course completion.


Uncertain? Start with Membership and save 10% on any Essentials Course. Explore Membership

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