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

CEUs Issued Upon Successful Completion

The NFEC℠ is accredited by the International Accreditors for Continuing Education and Training (IACET) and offers IACET CEUs for its learning events that comply with the ANSI/IACET Continuing Education and Training Standard. IACET is internationally recognized as a standard development organization and accrediting body that promotes quality of continuing education and training.

IACET CEUs are offered to those who successfully complete all the coursework and steps.

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.