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Registered Education Program (REP) Application

We invite colleges and universities to apply to become a Registered Education Program with AFCPE®.

URL

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Type of Application(Required)

Section 1: Program Information

Institutions Legal Name(Required)

Address(Required)

Street Address Address Line 2 City State / Province / Region ZIP / Postal Code Country

Website(Required)

Program or Department(Required)

Primary Contact(Required)

First Last

Title(Required)

Email(Required)

Phone(Required)

Secondary Contact(Required)

First Last

Title(Required)

Email(Required)

Phone(Required)

Level of Study(Required)

Note: If the courses and syllabi are the same, multiple programs (i.e.; Undergraduate, Graduate, etc.) may be listed on the same application. Otherwise, separate applications, application fees, and syllabi must be submitted.

Bachelor's

Master's

Ph.D.

*Distance Learning (for credit program)

*Distance Learning (non-credit program)

Accreditation Status(Required)

Accreditation Agency

Northwest Commission on Colleges and Universities (NWCCU)

Higher Learning Commission (HLC)

WASC Senior College and University Commission (WSCUC) and Accrediting Commission for Community and Junior Colleges

Western Association of Schools and Colleges (ACCJC)

Southern Association of Colleges and School Commission on Colleges (SACSCOC)

Middle States Commission on Higher Education (MSCHE)

New England Commission on Higher Education (NECHE)

Other

Other Accrediting Agency

Section 2: Core Curriculum and AFC Core Competencies Alignment

AFCPE® Registered Education Program coursework must address all content areas within the AFC® Core Competencies. Students cannot become AFC® candidates until they have successfully completed the AFC® educational requirements of their Registered Education Program (verified by transcript review by AFCPE).

To ensure a clear and direct path for students pursuing the AFC®, only required courses should be included.

The following language should be included in the syllabus for each listed course:

“This course is part of the core curriculum for the (University/College Name)’s AFCPE® Registered Education Program with the Association for Financial Counseling and Planning Education (AFCPE®). For more information about AFCPE® and obtaining your Accredited Financial Counselor (AFC®) designation through the AFCPE® Registered Education Program pathway, please visit www.afcpe.org."

Please provide information below on the courses that students must take to satisfy the core competencies and be eligible to sit for the AFC® certification exam. Please provide a detailed syllabus for each course in this section during application submission.

1. Set the Stage and Gather Client Information

Establish the counseling environment.(Required)

Course Number

Gather client information.(Required)

Course Number

Form a strategic counseling plan.(Required)

Course Number

2. Assist a Client in Creating an Action Plan

Assist client in establishing goals(Required)

Course Number

Assist client in identifying strategies to attain goals(Required)

Course Number

3. Educate a Client about Financial Statements, Ratios, and Spending Plans

Educate a client about Spending Plans/Cash Flow Statement(Required)

Course Number

Educate a client about a net worth statement(Required)

Course Number

Educate a client about personal financial ratios(Required)

Course Number

4. Manage Money

Educate a client about financial services(Required)

Course Number

Familiarize a client with basic tax management(Required)

Course Number

Discuss employment considerations with a client(Required)

Course Number

5. Educate a Client about Credit and Debt

Educate a client about uses of credit(Required)

Course Number

Educate a client about credit reports and scores(Required)

Course Number

Educate a client on debt management(Required)

Course Number

Educate a client about credit products(Required)

Course Number

Educate a client about identity theft(Required)

Course Number

6.Educate a Client about Major Acquisitions

Educate a client about renting a home(Required)

Course Number

Acquire property(Required)

Course Number

Educate a client about buying and selling a home(Required)

Course Number

Educate a client about consumer rights(Required)

Course Number

7.Manage Financial Risks

Educate a client about financial risk(Required)

Course Number

Educate a client about insurance products(Required)

Course Number

8.Discuss Investment Basics with a Client

Educate a client about investment fundamentals(Required)

Course Number

Educate a client about investment choices(Required)

Course Number

Educate a client about investor protection(Required)

Course Number

9.Educate a Client about the Financial Aspects of Retirement and Estate Planning

Educate a client about estate planning(Required)

Course Number

Educate a client about retirement planning(Required)

Course Number

Section 3: Core Curriculum Details

Please provide additional details about each core curriculum course.

Course #1

Course Number

Course Title

Course Instructor

Instructor Degrees and Designations

Course #1 Resources

Text Book Title

Author

Course #1 Syllabus

Drop files here or

Accepted file types: pdf, doc, docx, jpg, jpeg, png, Max. file size: 50 MB.

Course #2

Course Number

Course Title

Course Instructor

Instructor Degrees and Designations

Course #2 Resources

Text Book Title

Author

Course #2 Syllabus

Drop files here or

Accepted file types: pdf, doc, docx, jpg, jpeg, png, Max. file size: 50 MB.

Course #3

Course Number

Course Title

Course Instructor

Instructor Degrees and Designations

Course #3 Resources

Text Book Title

Author

Course #3 Syllabus

Drop files here or

Accepted file types: pdf, doc, docx, jpg, jpeg, png, Max. file size: 50 MB.

Course #4

Course Number

Course Title

Course Instructor

Instructor Degrees and Designations

Course #4 Resources

Text Book Title

Author

Course #4 Syllabus

Drop files here or

Accepted file types: pdf, doc, docx, jpg, jpeg, png, Max. file size: 50 MB.

Course #5

Course Number

Course Title

Course Instructor

Instructor Degrees and Designations

Course #5 Resources

Text Book Title

Author

Course #5 Syllabus

Drop files here or

Accepted file types: pdf, doc, docx, jpg, jpeg, png, Max. file size: 50 MB.

Course #6

Course Number

Course Title

Course Instructor

Instructor Degrees and Designations

Course #6 Resources

Text Book Title

Author

Course #6 Syllabus

Drop files here or

Accepted file types: pdf, doc, docx, jpg, jpeg, png, Max. file size: 50 MB.

Section 5: Program Supports (Optional)

AFCPE® Registered Education Programs are encouraged to provide additional opportunities that support the development of students pursuing AFC® certification while helping them achieve their 1,000-hour experience requirement.

Additional Program Support

Describe additional opportunities provided by your Registered Education Program (i.e.; student money management centers, community outreach opportunities, involvement with professional associations, internship opportunities, etc.).

Section 6: Application Payment

AFCPE® Registered Education Program Fee is $500. AFCPE® will invoice for payment remittance once application is reviewed and approved. Registered Education Program agrees to remit payment within 30 days of invoice receipt.

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AFCPE Education

Registered Education Program Application

Apply today to become a Registered Education Program

Registered Education Program (REP) Application

Section 1: Program Information

Section 2: Core Curriculum and AFC Core Competencies Alignment

1. Set the Stage and Gather Client Information

2. Assist a Client in Creating an Action Plan

3. Educate a Client about Financial Statements, Ratios, and Spending Plans

4. Manage Money

5. Educate a Client about Credit and Debt

6.Educate a Client about Major Acquisitions

7.Manage Financial Risks

8.Discuss Investment Basics with a Client

9.Educate a Client about the Financial Aspects of Retirement and Estate Planning

Section 3: Core Curriculum Details

Section 5: Program Supports (Optional)

Section 6: Application Payment