CPFWC

Certified Personal Financial Wellness Consultant (CPFWC)

Designation Essentials
Status Currently offered and recognized by the issuing organization
Issuing Organization National Financial Educators Council (NFEC)
Qualification and Training Requirements
Prerequisites

None
Designation Training Requirements

Online, interactive training courses
Designation Exam Type

Online, proctored final certification exam
Continuing Education Requirements

Recertification required every three years
Verification and Complaints
Online Designation Resource

Online at NFEC Certification Verification
Investor Complaint Process

Online at Report Misconduct/File a Complaint 
Published List of Disciplined Designees

None

2024081387401 Steven Aibel CRD 2692818 AWC lp (2024-1725754817438).pdf

FINANCIAL INDUSTRY REGULATORY AUTHORITY LETTER OF ACCEPTANCE, WAIVER, AND CONSENT NO. 2024081387401 TO: Department of Enforcement Financial Industry Regulatory Authority (FINRA) RE: Steven Aibel (Respondent) General Securities Representative CRD No. 2692818 Pursuant to FINRA Rule 9216, Respondent Steven Aibel submits this Letter of Acceptance, Waiver, and Consent (AWC) for the purpose of proposing a settlement of the alleged rule violations described below.
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