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Certified Educational Consultant (CEC)

Designation Essentials
Status Currently offered and recognized by the issuing organization.
Issuing Organization Foundation for Financial Education
Qualification and Educational Requirements

Candidates must meet the following:

  • Minimum 5 years' experience in financial services
  • Experience teaching adult students
  • Demonstrated to be in good standing with federal and state financial regulators
  • Letter of recommendation or referral from credible community member
  • Agree to site visit to review business practices
Education Requirements

Candidates must complete the following:

  • Two-day, in-person training
  • Completion of a one year training period consisting of online live training modules, casework and a site visit to designation holder’s place of business
Examination Type

Final Certification Exam (online, proctored)

Continuing Education Requirements

10 hours per year

Verification, Complaints and Accreditation
Check Designation Status Online


Investor Complaint Process

Online at


Published List of Disciplined Designees


Accredited By