Certified Personal Finance Counselor (CPFC)

Designation Essentials
Status Currently offered and recognized by the issuing organization.
Issuing Organization Fincert.org
Qualification and Educational Requirements
Prerequisites Six months relevant experience, high school diploma or GED and meets Candidate Fitness Standards.
Education Requirements Completion of self-study program
Examination Type Proctored exam
Continuing Education Requirements 16 hours over a two-year period
Verification, Complaints and Accreditation
Check Professional Status Online None
Investor Complaint Process

In writing to:

Center for Financial Certifications
Attn: Director of Certifications – Complaints
260 Western Ave., Suite 1
South Portland, ME 04106

Published List of Disciplined Designees None
Accredited By None