Skip to main content

For updates and guidance related to COVID-19 / Coronavirus, click here.

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

Certified Personal Finance Counselor (CPFC)

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

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 and Complaints
Check Designation Status Online


Investor Complaint Process

Contact us in writing:

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

Published List of Disciplined Designees