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Certified Personal Finance Counselor (CPFC)

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

Six months relevant experience, high school diploma or GED and meets candidate fitness standards.

Designation Training Requirements

Completion of self-study program

Designation Exam Type

Proctored exam

Continuing Education Requirements

16 hours over a two-year period

Verification and Complaints
Online Designation Resource


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