Certified Personal Finance Counselor (CPFC)
Designation Essentials | |
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Status | Currently offered and recognized by the issuing organization. |
Issuing Organization | Fincert.org |
Qualification and Training Requirements | |
Prerequisites | Candidates must have relevant experience, a high school diploma or GED and meet candidate fitness standards. |
Designation Training Requirements | Self-study course material |
Designation Exam Type | Online, proctored exam |
Continuing Education Requirements | 16 CE credits every two years |
Verification and Complaints | |
Online Designation Resource | None |
Investor Complaint Process | In writing to: Fincert.org, PO Box 1842, Portland, ME 04104 |
Published List of Disciplined Designees | None |