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Accredited Financial Counselor (AFC)

Designation Essentials
Status Currently offered and recognized by the issuing organization.
Issuing Organization Association for Financial Counseling and Planning Education
Qualification and Training Requirements
Prerequisites

Candidate must complete the following:

  • 1000 hours of financial counseling experience
  • Submit three letters of reference attesting to professional competence and experience
Designation Training Requirements

Meet the educational requirement by selecting any of the following AFC Education Pathways:

  • Self-Paced Study
  • Financial Education Challenge
  • Professional Designation Challenge
  • AFCPE Approved Education Program
Designation Exam Type

Final certification exam (online at testing center, closed book, proctored)
Continuing Education Requirements

30 hours every two years
Verification and Complaints
Online Designation Resource

Online at Find a Certified Professional
Investor Complaint Process

Online at Complaints and Disciplinary Actions
Published List of Disciplined Designees

None