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Financial Certifications Overview 2018-11-16T23:45:38+00:00

For those who are passionate about empowering others with financial knowledge and seek to improve their own abilities as a member of the financial education community – there are financial certifications that can help.

Personal Finance Focused Financial Certifications

NFEC graduates bring a valuable service to their community – access to a high-quality financial education. Whether delivering to groups or individuals, our graduates are focused on helping people work toward financial wellness.

Those enrolled in the certification programs participate in education, advocacy, measurements, platform-building, consultant training, client relations, and other activities that demonstrate their qualifications as distinguished financial education instructors or consultants.

Financial certificate holders are among the most highly qualified educators in the financial education space. They meet the highest industry personal finance teaching standards and serve their communities by presenting initiatives that improve people’s financial capabilities.

Financial Certifications Available

The NFEC offers three certifications. The Certified Financial Education Instructor (CFEI) course is the prerequisite for all advanced certifications – this coursework can be completed concurrently with either of the advanced certifications below:

Teach Personal
Finance

Certified Financial Education Instructor (CFEI)

Serve Organizations
& Host Programs

Certified Financial Education Consultants (CFEC)

Serve Individuals
& Groups

Certified Personal Finance Consultants (CPFC)

NFEC Finance Certification Programs: CFEI, CFEC & CPFC Requirements

NFEC certification program graduates are among the most qualified to promote and implement financial education programming. To earn the CFEI Certification requires 3 Continuing Education Units (CEUs) for a total of 30 Professional Development Hours (PDH). To earn either the CFEC or CPFC Certification requires 24 Continuing Education Units (CEUs) / 240 Professional Development Hours (PDHs). To earn both Certifications (CFEC and CPFC) requires a total of 28 CEUs and 280 PDHs.

All CEUs and PDHs are gained through completion of the respective certification course.

CFEI Requirements

NFEC Certified Financial Education Instructors (CFEI) are among the most highly qualified individuals teaching personal finance. The CFEI course requires 30 hours (Professional Development Hours – PDH) of training. (3 Continuing Education Units – CEU)

(3 CEUs / 30 PDHs)

CFEC Requirements

NFEC Certified Financial Education Consultants (CFEC) are among the most highly qualified individuals to promote and implement financial education programming for organizations. The CFEC course requires 240 hours (Professional Development Hours – PDH) of training and implementation. (24 Continuing Education Units – CEU)

(6 CEUs / 60 PDHs)

(10 CEUs / 100 PDHs)

(8 CEUs / 80 PDHs)

CPFC Requirements

NFEC Certified Personal Finance Consultants (CPFC) are among the most highly qualified individuals to conduct personal financial coaching and to lead group programs. The CPFC course requires 320 hours (Professional Development Hours – PDH) of training and implementation. (32 Continuing Education Units – CEU)

(8 CEUs / 80 PDHs)

(16 CEUs / 160 PDHs)

(8 CEUs / 80 PDHs)

What’s Provided in The Financial Certification Training

Financial Certifications Enrollment Information

NFEC Certified Consultants are among the most highly qualified educators in the financial education space. They meet the highest industry standards and serve their community by presenting initiatives that improve people’s financial capabilities.

Because the Certifications require personal support and guidance, the NFEC is limiting enrollment.  Offered financial certification programs do not require a degree and continuing education credits are available.

Learn More About the Finance Certificate You Are Interested In:

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