Now you can train others to earn the AFC® certification!
The independent training pathway provides individuals and organizations with an accessible and customized way to gain the educational requirements needed to sit for the AFC exam. All trainers are registered with AFCPE.
Interested in becoming an Independent Trainer?
As an AFC Trainer, you can work in various capacities to support others on their journey toward certification:
- Facilitate training for individuals and groups seeking a tailored educational experience:
Deliver personalized instruction to help candidates meet the AFC certification requirements while expanding the reach of financial counseling education. - Support your professional and organizational growth:
Provide in-house training aligned with AFC certification standards, expanding your service portfolio and creating new opportunities.
Trainers operate independently, and their role within an organization is determined by organizational needs and arrangements.
Frequently Asked Questions
Eligibility requirements:
- An AFC® (Accredited Financial Counselor®) “In Good Standing” (all renewal fees paid, CEUs up-to-date, and signed AFCPE Code of Ethics).
- Graduated (e.g. completed the AFC certification requirements) at least 2 years prior to applying to become an AFC Independent Trainer.
Note: AFCPE staff, Board of Directors, or anyone with access to exam content is not eligible.
- Sign and adhere to Confidentiality Policy on an annual basis.
- Sign and adhere to Conflict of Interest Policy on an annual basis.
- Respond in a timely manner (no more than 2-3 business days) to requests from groups for training services.
- Provide signed Certificates of Completion to trainees who participate in your trainings, acknowledging that they were exposed to the AFC Core Competencies.
- AFC Independent Trainers will be subject to an initial application fee ($199) and an annual renewal application fee ($199).
Independent Trainers receive:
- The “AFC Independent Training Handbook”
- Access to the “AFC Online Study Guide”.
- Referrals from AFCPE as requests for custom training are received.
*The AFCPE Certification Council does not require, provide, accredit, or endorse any specific study guides, training or review courses, or other examination preparation products. The Council, certification staff, certification committee members, and certification subject matter experts (SMEs) do not have involvement in the creation, accreditation, approval, endorsement or delivery of examination review courses, preparatory materials, educational programs, or training programs/products that prepare candidates for the AFC exam.
**The AFCPE Education Department does not have access to any confidential, non-public AFC exam information.
Eligible and interested?
Questions? Please contact AFCPE at: 614-368-1055 or independenttrainer@afcpe.org.
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