Certifications for Financial Coaches and Counselors
For individuals who desire to build one-on-one relationships with clients to help them work toward their financial goals, the NFEC provides certification programs that prepare financial coaches and consultants.
These leading credentials include the top-recognized Certified Personal Financial Wellness Consultant℠ (CPFWC℠) designation and the advanced training, Accredited Personal Financial Wellness Consultant℠ (APFWC℠). Both certifications indicate that graduates have demonstrated ability to work individually with others to help them improve their personal finances.
In addition to the training, the NFEC provides comprehensive coaching resources that include coaching software, client education resources, systems to manage clients, and business development support.
Certified Personal Financial Wellness Consultant℠ (CPFWC℠)
For those looking to become respected financial coaches and earn a Certification that meets standards for the highest academic rigor, while providing practical guidance and implementation activities to help them practice the coaching process – this NFEC program is for you.
Certified Personal Financial Wellness Consultants℠ have demonstrated their competencies and have systems in place to support their clients’ efforts to strengthen their financial situations. CPFWC℠ graduates are the only coaches and counselors who exceed the Financial Coaching Standards and Code of Conduct requirements, an achievement that protects both coaches and their clients.
Accredited Personal Financial Wellness Consultant℠ (APFWC℠)
All CPFWC℠ graduates are eligible to attain the highest level of any coaching certification – APFWC℠ – by completing coaching hours that demonstrate alignment with best practices in financial coaching and counseling.
CPFWC℠ graduates who conduct 500 hours of coaching activities and track client progress can earn APFWC℠ credentials. These graduates have completed activities that help build a respected coaching practice. There is no ($0) added investment required for a CPFWC℠ to earn the APFWC℠ credentials.
Accredited Provider that Sets Industry Standards for Financial Coaches & Counselors
As an IACET Accredited Provider, the NFEC offers IACET CEUs for its learning events that comply with the ANSI/IACET Continuing Education and Training Standard. As the only Accredited Provider in the financial educator training space – we set industry standards for financial coaches and best practices for teaching personal finance.