Distinguished Personal Finance Content Designation
The Distinguished Personal Finance Content Creator designation helps consumers distinguish qualified professionals who meet the highest industry standards for business practice, ethics, and alignment with research-based educational principles.
Distinguished Personal Finance Content creators have completed a rigorous review and have proven their competency in providing financial education that aligns with industry best practices and research-based education principles.
Programs that display the Distinguished Personal Financial Content designation recognize content creators who meet standards across business, compliance, and professionalism criteria and align with proven educational methodologies.
Why Look for the DPFC Designation
Anyone can create personal finance content. There are no regulations in place to protect consumers looking to gain knowledge. Getting information from an under qualified content provider can put you at risk of receiving incorrect information that can have a direct impact on your finances.
To earn the seal of approval, personal content creators complete a rigorous evaluation process that measures these key areas:
Business Structure & Compliance (Must pass 100% of criteria)
The content creator fulfills the necessary business prerequisites and has showcased compliance with regulatory bodies, maintaining a positive standing. The creator possesses the requisite personnel to offer support and has established a track record of upholding high business standards.
Professionalism & Qualifications (Must pass 100% of criteria)
The content creator not only satisfies the criteria showcasing expertise in the personal finance domain, but also upholds the highest standards of professionalism. The creator has effectively showcased the organization’s well-defined mission and robust business infrastructure, ensuring effective client service delivery.
Research-based Education Methodologies (Must pass 90% of criteria)
The content creator adheres to research-backed educational principles endorsed by esteemed academic institutions. The creator employs diverse educational strategies to inspire action among the audience, offers clear steps for achieving success, and applies educational methods that conform to industry standards and best practices.
Spotlight Clever Girl Finance: Distinguished Personal Finance Content
Clever Girl Finance® is a premier personal finance platform for U.S. women, consistently recognized by the Plutus Awards as ranking among the best finance websites. The platform was founded by Bola Sokunbi, a Certified Financial Education Instructor. Her mission is to empower women by providing free resources – including courses, mentor calls, articles, and multimedia content – to foster financial confidence and informed decision-making. Taking a fun, engaging, and non-judgmental approach, Sokunbi and her colleagues support their community to build wealth and make smart money decisions.
Business Structure & Compliance
Professionalism & Qualifications
Research-based Education Methodologies
