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Certified Personal Finance Counselor (CPFC)

Designation Essentials
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