Skip to main content

Important Disclaimer: FINRA does not approve or endorse any professional credential or designation. Learn More >>

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

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


Investor Complaint Process


Published List of Disciplined Designees