Meet us in New Orleans again for our annual symposium!
Each year, the AFCPE Symposium brings together a diverse and inclusive community of professionals working across the personal finance field.
The best financial advice considers more than just dollars and cents.
Get $75 off your AFC® registration with code:
AFC® certification helps you better understand how diverse backgrounds, perspectives, and experiences impact your clients’ money behaviors.
AFC certification provides YOU with:
- Credibility: Show your clients that you adhere to a higher standard that sets you apart from others in the field.
- Confidence: Feel secure in your knowledge and recommendations.
- Accountability: To show your clients you are committed to lifelong learning and a strong code of ethics.
AFC® Scholarships Available:
Thanks to generous funding from the AFCPE Strategic Impact Fund, National Endowment for Financial Education (NEFE), and JPMorgan Chase, AFC scholarships are available for the following groups:
- Need based
- People of color
- Individuals who are deaf or hard of hearing
- Persons with a disability
- Individuals who are fluent in more than one language
Deadline to apply is September 30!
- Self-Study: Our most popular option allows you to get the course materials and study at your own pace.
- Challenge: For those who have completed applicable coursework from a regionally-accredited college or university, or if you hold a CFP®, CPA, ChFC or CFA designation.
- Distance Learning: There are now more than 30 AFCPE Registered Education Programs that offer the educational requirements to earn the AFC designation.
- Independent Trainer: Groups and organizations can now work with a registered AFC independent trainer to satisfy the educational competencies required to sit for the AFC exam.
Do you need certification?
- Do financial coaches have to be certified?
- Are there benefits of certification? And what makes a good certification?
- What is the AFC, what are the requirements, and who is it the right fit for?
At AFCPE we recognize that budgets and resources might be limited, but your commitment to helping people achieve lasting financial well-being is not.
Which is why we offer Essentials Courses:
Essentials Courses are online and self-paced to meet you where you are – giving you the tools and resources to make a lasting impact in the lives of those you serve.
Get 10% off your membership with code:
- Take advantage of free professional development
- Network and share resources with a strong, professional community
- Access research that informs practice
- Find career development and growth opportunities
- Take advantage of award recognition and grant funding
- And discounts and certification, education, symposium, and partner resources
In other AFCPE news...
AFCPE's podcast covers real stories about how professionals like you are impacting their clients. Hear tips from real experts on how to improve client interactions and grow your business.