Enhance Your Knowledge, Educate Your Clients

Enroll in Money Management Essentials 

Gain practical insights for your client’s financial situation and use 2 virtual AI 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. 

Register for Course

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-paced online learning. Topics include debt reduction, credit management, risk management, retirement, student loans, personal finance, and more.
  • Over 100 activities, knowledge checks, and case studies
  • Dozens of practical, real-world examples
  • Foundational counseling and personal finance form templates
  • Videos, searchable glossary, and added learning resources.
  • 100% accessibility
  • Pre- and post- course assessment as well as module discussion questions and quizzes
  • Verifiable virtual badge on successful course completion
  • Progress tracking for groups
  • Completion flexibility with access for 12 months from your registration date

 

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. 

Invest in Yourself

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.

Register now!

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