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Certified Financial Educator (CFEd)

Designation Essentials
Status Currently offered and recognized by the issuing organization
Issuing Organization Heartland Institute of Financial Education
Qualification and Training Requirements
Prerequisites

Candidates must:

  • have three years experience in the financial services industry;
  • have experience teaching adult learners; and
  • be in good standing with financial regulators.
Designation Training Requirements

Self-study course
Designation Exam Type

Online, closed book certification exam
Continuing Education Requirements

12 hours per year
Verification and Complaints
Online Designation Resource

None
Investor Complaint Process

None
Published List of Disciplined Designees

None