Enhance Your Knowledge, Educate Your Clients

Enroll in Money Management Essentials

Gain practical insights for your client’s financial situation and use 2 virtual clients to enhance your skills.

  • Pre-approved for 10 CEUs for AFC® certified professionals
  • Pre-approved for 10 experience hours for AFC® candidates
  • Pre-approved for 8.5 CEUs for CFP® certified professionals

Program cost: $359*   
*Special pricing available for groups of 10 or more. 

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Want to save 10% off Money Management Essentials registration? Become an AFCPE Member.

Our most-popular course, Money Management Essentials offers:

  • Approximately 10-hours of self-directed online learning.
  • Topics include debt reduction, credit management, risk management, retirement, student loans, personal finance, and more.
  • Flexible study timeline giving you 12 months from your registration date to complete. 
  • After completing Money Management Essentials, enroll in the AFC® certification program within one year and receive a discount on the AFC® exam fee equal to what you paid for the course. This cannot be combined with any other offer.

 

Whether you are pursuing your AFC certification or are passionate about bolstering your personal financial knowledge, Money Management Essentials is a worthy first step on your education path. 

Money Management Essentials has driven successful results for those who have completed it.

Here’s a sampling of those success stories:  

Money Management Essentials Participant

"The Money Management Essentials course contains a lot of good resource links. The sample problems are helpful in thinking how to apply the solutions you've just read through."

Money Management Essentials Participant

"I felt the course was well thought out and perfectly executed. I hate taking tests/quizzes but I felt comfortable taking the Money Management Essentials' quizzes. I liked that the quiz gave you an opportunity to learn more about why I  answered the question wrong."

Money Management Essentials Participant

"I have taken many courses and exams over my career relating to finance. This course was quite different in that it was more relational with practical advice... If we are anything as financial coaches we are purveyors of the practical."

Begin your Education Essentials journey by enrolling in Money Management Essentials today.

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