Steps to Enrollment and Examination

  1. Candidate submits Enrollment Form with payment to AFCPE national office.
  2. AFCPE processes enrollment and mails study materials and Exam Request Form (please allow 14 business days for shipping and handling).
  3. Candidate studies for examination using the study materials.
  4. Candidate identifies proctor in local community. Proctoring services are usually offered at local universities, community colleges, learning centers, or online through ProctorU.
  5. Candidate request examination from AFCPE by submitting a completed Exam Request Form to AFCPE.
  6. Exam request is processed and appropriate information is sent to proctor (please estimate 14 business days after receipt of exam request).
  7. Candidate takes examination.
  8. Proctor returns exam information to AFCPE for grading and/or recording. (Approximately 14 business days to process).
  9. Candidate receives exam results letter. Successful candidates receive a letter confirming the passing score. Candidates who fail an exam receive a Retake Examination Form and a Missed Topics list.
  10. Once candidates pass required exam(s), candidate receives a Certification Packet to complete.
  11. Candidate submits completed certification packet (evidence of experience, letters of reference, signed Code of Ethics).
  12. The national office checks references and reviews certification packet.
  13. Upon approval of certification packet, the candidate receives a certificate package which includes the candidate's certificate, Code of Ethics and Guide to CEUs. Student has already received Grievance Policy and Standards of Practice in the Course Study Guide. Certificate and materials are usually mailed within 30 days.
  14. An Accredited Financial Counselor must maintain certification through $45 annual fees and 30 hours of approved continuing education units every two years. A Certified Housing Counselor must earn 45 hours of approved continuing education units every two years and an annual fee of $60.
The accreditation of the AFCPE, as a national organization, has given me the positioning I need in my private practice to explain my training and how it relates to other financial professionals!
Susan Bross

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