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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:

  • 1,000 hours of financial counseling experience
  • Employment verification form to be signed by the applicant’s supervisor or, if self-employed, by an individual knowledgeable about the applicant’s practice
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
  • Independent Training
Designation Exam Type

In-person, proctored final certification exam
Continuing Education Requirements

30 CE units 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