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.

Training Hours: 80 hours comprised of education and completion of activities that help you build a financial education program.

Testing: Pass a moderated online test comprised of 50 – 75 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 Education 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.

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.

Certified Financial Education Instructor® (CFEI®) Certification
Accredited Personal Finance Instructor℠ (APFI℠) Certification
Certified Personal Financial Wellness Consultant℠ (CPFWC℠) Certification
Certified Financial Literacy Professional℠ (CFLP℠) Certification
Accredited Financial Literacy Professional℠ (AFLP℠) Certification

APFWC – Accredited Personal Financial Wellness Consultant℠ Certification Fulfills Today’s Demand for Financial Coaches With Business Skills

The overarching outcome goal of the National Financial Educators Council’s Accredited Personal Financial Wellness Consultant℠ – APFWC – Certification training is to qualify expert financial coaching professionals to build and deploy successful business practices. Building on the Certified Financial Education Instructor℠ program, this advanced-level training imparts the expertise needed to launch and nurture a financial wellness coaching business that makes measurable improvements in clients’ personal finance situations.

Life coaching is swiftly gaining momentum in the United States for a variety of reasons. Because each individual is unique, the personalized attention you get from a coach has infinite appeal. Further – in contrast with interventional methods – coaching can be empowering and life-affirming, down-to-earth and motivating. Today’s professionals recognize the importance of wellness and self-development to living a well-balanced life. They want the guidance of someone who motivates them to strive for the next level of success, and holds them accountable for their progress toward life goals.

Financial wellness coaching represents an essential piece of the well-rounded lives people now seek. Financial wellness can be defined as having a healthy, content, and relatively stress-free relationship with one’s money situation. It takes very little stretch of the imagination to comprehend why financial wellness coaches currently are in such high demand.

The APFWC℠ programming represents a comprehensive process that puts graduates in position to create thriving business ventures. They learn to establish their professional images as financial coaching professionals. They gain effective communication skills to spread the message about their role and how they serve clients and communities. Graduates attain competency to understand clients’ situations, gather and report key data, and leverage data-driven reports to effectively diagnose and address root causes of financial issues clients are facing.

Upon graduation, Accredited Personal Financial Wellness Consultant℠ Certification recipients also receive all the resources they need to execute a financial coaching practice, and those resources are organized and reviewed by the proper authorities. These tools include a custom website, client management systems, and business planning materials. The training also has prepared them to create viable business plans.

The self-paced online training represents 80 hours of coursework which includes both education and activities that help candidates build financial coaching practices. Learners also must schedule times with their peers in the program to conduct collaborative work. The NFEC’s Certified Financial Education Professional℠ and Certified Financial Education Instructor℠ trainings are prerequisites to enter and graduate from the Accredited Personal Financial Wellness Consultant℠ program. APFWC℠ graduation also requires passing a moderated online test of 50 – 75 questions with a grade of 80% or better. In addition, select assignments must be submitted, graded, and earn an 80%+ passing score.

Once a candidate has earned the APFWC℠ credential, ongoing requirements must be met to maintain the designation. This continuing education obligation must be completed every three years after initial certification and within 9 months of the anniversary date.

The National Financial Educators Council has a social vision of giving people the knowledge and guidance they need to achieve greater financial well-being. As an IACET Accredited Provider and Certified B Corporation, the NFEC sets the industry standards for financial consultant training and raising community financial wellness.