CPFC®Certified Personal Finance Counselor
- Credentials (Letters): CPFC
- Credentials (Full Name): Certified Personal Finance Counselor
- Type of Knowledge: Finance
- Sponsor for Credential: Center for Financial Certification
- Sponsor/Credential Website: https://fincert.org/
Program Information
- Prerequisites: Six months relevant experience, high school diploma or GED and meets Candidate Fitness Standards.
- Curriculum: Training manual covering counseling techniques, fundamentals of financial management, consumer protection
- Type of Study: Self study
- Estimated Completion Time: Unknown
- Examination Requirements: Proctored
- Continuing Education Requirements: 16 hours over a two-year period
Investor Functions
- Advisor Look-Up: None
- Investor Education: None
- Telephone: 207-221-3615
- Email: Certifications@FinancialLit.org
- Additional Comments: Disclaimer: Since the time of this update, certification information may have been updated without our knowledge.