FINRA Is Open

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

Globally Certified Financial Education Specialist (G-CFES)

Designation Essentials
Status Currently offered and recognized by the issuing organization
Issuing Organization The Global Association of Certified KYC Specialists (GO-AKS)
Qualification and Training Requirements
Prerequisites

Candidates must have:

  • a bachelor’s degree in finance, economics, business, accounting, or a related field from an accredited institution; and
  • a minimum of two years of professional experience in financial education, financial planning, investment advisory or any other role that involves direct interaction with retail investors.

Candidates without a degree in a relevant field may qualify if they possess significant work experience in financial education or related areas.
Designation Training Requirements

Online, self-paced training course
Designation Exam Type

Online, closed-book, proctored exam
Continuing Education Requirements

15 hours annually
Verification and Complaints
Online Designation Resource

None
Investor Complaint Process

Via email to [email protected]
Published List of Disciplined Designees

None