Accredited Personal Financial Wellness Consultant℠ (APFWC℠)

The National Financial Educators Council® offers an advanced training program for financial coaching professionals that focuses on building and deploying a financial coaching practice.

The Accredited Personal Financial Wellness Consultant℠ training was designed to help financial coaches and counselors understand and apply the skills and tools needed to launch and maintain a successful financial coaching practice. Implementing a financial counseling practice with programs that create measurable increases in clients’ financial capabilities and improvements in their situations requires specialized expertise. The APFWC℠ program was developed to help you gain that expertise.

Learning Outcome Level Objectives

The Accredited Personal Financial Wellness Consultant℠ course drives learners toward higher-order thinking skill sets and has participants complete a comprehensive process that puts them in position to build financial coaching practices that best serve their clients.

Through the course students will create all the materials needed to run a program, including:

  • Establish your professional image as a financial coaching professional.
  • Gain the skills to effectively communicate your role in financial counseling and how you can serve others.
  • Improve your ability to understand your clients’ situations, report on the data, and leverage the report to effectively diagnose the root causes of their financial issues.
  • Gather data that highlight your abilities to conduct effective financial coaching.
  • Have all the resources needed to execute a financial coaching practice organized and reviewed.

Course Requirements & Details

Training Schedule: Self-paced with scheduled meeting times for peer work.

Tracked Client Hours: Track 500 hours of coaching practice.  This can include client meetings, communications, planning, review of client work, and most coaching related activities.

Training Hours: 20 to 30 hours of additional training comprised of education and completion of activities that help you build a financial coaching practice.

Testing: Pass a moderated online test comprised of 25 to 30 questions with a passing score of 80%. Test fee $68 per attempt. Select assignments must be turned in and graded, and candidate must average above 80% grade to earn designation.

Ongoing Training & Testing Requirements: 3 years after earning certification and completed within 9 months to maintain good standing.

Prerequisites: Completion of the Certified Personal Financial Wellness Consultant℠ Course, Certified Financial Education Instructor® course, and the Certified Financial Literacy Professional℠ training with all 3 credentials in good standing.

Standards & Disciplinary Process: View here.

Accredited Personal Financial Wellness Consultant Logo

Registration

Registration is limited to those who have successfully graduated from the Accredited Personal Financial Wellness Consultant℠ coursework. Registration fee is $0 and included for CPFWC graduates.

Guarantee, Terms, & Annual Renewal

A 30-day No Questions Asked Guarantee. Read the complete terms and conditions. Every second year, training and testing are required to maintain APFWC℠ status. Starting year 2 (365 days after order), your annual investment is $395 and includes all the training, tools, and testing you need to keep your certification up-to-date.