The Association for Financial Counseling and Planning Education (AFCPE) is a non-profit professional organization created to promote the education and training of the professional in financial management. Certified individuals must meet education, experience, and ethical requirements. In addition, continuing education and annual fees are required to maintain a certificate. This section of the Web site contains descriptions of the certification programs, course content, enrollment forms and extensive information about the continuing education programs.
Pathways to Certification:
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Please note that the certification programs are completely separate from membership. Certificants are not required to become AFCPE members. However, if you are interested in becoming a member or to find out more information about the benefits of AFCPE membership, please go to the Membership section of the website.
Any certification process, has value not only for yourself but the clients you serve and additional knowledge can only improve your standing in your profession.