Certified Financial Literacy Professional℠ – CFLP℠ Requirements

Course Summary

The Certified Financial Literacy Professional℠ course trains professionals to understand, apply, and analyze content knowledge around 10 core financial literacy topics.

Training Schedule: Self-paced and self-directed.

Training Hours: 60 hours.

Testing: Complete test of 90 – 130 questions (varies by version) with a passing score of 80%. Online, closed-book test.

Ongoing Education: Every 3 Years and must be completed within 7 months of anniversary date. 25 – 40 questions with a passing score of 80%. Training resources provided.

Prerequisite: None.

Standards & Disciplinary Process: View here.

• Introduction & Pre-testing
• Financial Psychology: 14 Lessons
• Savings, Expenses, & Budgeting: 18 Lessons
• Account Management: 13 Lessons
• Loans & Debt: 17 Lessons
• Credit Profile: 15 Lessons
• Education & Skill Development: 14 Lessons
• Income: 14 Lessons
• Economic & Government Influences: 14 Lessons
• Risk Management & Insurance: 23 Lessons
• Investing & Personal Financial Planning: 25 Lessons