Certified Personal Financial Wellness Consultant℠ – CPFWC℠ Requirements

Course Summary

The Certified Personal Financial Wellness Consultant℠ financial coach certification program trains individuals in the expertise, credibility, and self-assurance they need to be competent financial coaches. The course is designed to give coaches practical experience and the ability to achieve positive results with coaching clients.

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

Training Hours: 180 hours comprised of education and completion of activities that help build a financial education program.

Testing: Pass a moderated online test comprised of 90 – 125 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% to earn designation.

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

Prerequisite: There are no education requirements or prior experience requirements. However, we do require all coaches to pass a criminal background check.

Standards & Disciplinary Process: View Here.

• The Coaching Process: Understanding, Reporting, & Diagnosis
• The Coaching Process: Guidance & Education
• The Coaching Process: Maintenance & Support
• Psychological & Behavioral Finance Aspects of Coaching
• Financial Coaching & Counseling Strategies
• Content Knowledge of Personal Finance Topics
• Instructional Methodologies to Maximize Client Understanding
• Coaching Standards & Guidelines of Professional Conduct