Individuals who graduate from the NFEC’s rigorous financial coaching program certification take their place among the most highly-qualified financial coaches in the country. Earning the Certified Personal Finance Consultant (CPFC) designation proves that you meet top national standards and possess the skills and expertise to help others work toward their personal finance goals.
This program is for those individuals who want to gain the skills they need to be effective financial coaches and build their credibility with respected credentials.
This training offered through the NFEC allows participants to develop and build upon the skill sets necessary to become effective coaches and counselors, thereby increasing their impact on positive client outcomes.
Read Full Financial Coaching Certification Details – click here
NFEC Certified Personal Finance Consultants complete coursework and practice consisting of 180 hours of training and implementation. (18 Continuing Education Units – CEU)
Complete implementation & performance evaluation that document work with others in the training program or third parties.
To earn CPFC credentials all graduates must pass a multijurisdictional criminal background check.
There are no past educational or experience requirements. Just passing the CPFC coursework is required.
Complete educational coursework and pass all activities with a score of 80% or higher and successfully complete practice cases.
You may take the test at the location of your choice; however, the tests are moderated online. There is a $127 fee each time you take the exam.
A financial coaching program that creates a positive client experience can make your program stand out. Right after someone orders your program, your focus turns to ensuring that they have a smooth experience and feel supported at every step. The goal is to create an onboarding experience, showcase our professionalism during actual coaching, and continue to support participants indefinitely through thoughtful ongoing communication.
Most financial coaches do not think through what they will do during the gaps – the time in between the actual coaching practice sessions. By thinking through all communications in advance and designing touchpoints where clients feel supported, you position yourself as a top-quality provider of financial coaching and help your clients gain trust in your abilities and competencies as a professional financial coach.
Read full financial coaching process & communication details – click here.
View the complete Communications Table of Contents
There is a clear path to increasing funding opportunities for your program, no matter your business model (entrepreneurial, nonprofit, corporate, academia, faith-based, etc.). Although each type of organization has unique funding opportunities, the core elements are similar: build a quality program, promote, have a way to convert and systems to best support clients.
Learn more about the financial coaching business resources – click here.
Guarantee, Terms & Renewal
A 30-Day No Questions Asked Guarantee; Plus a 1-Year 100% Guarantee.
You agree to the terms of the financial coaching program and upon purchase our bound by the agreement. Read the complete terms and conditions. Annual training and testing are required to maintain CPFC status. Starting year 2 (365 days after order), your annual investment is $295 for the Certification and includes all the training, tools. Additional resources are $295 annually starting year 2. Testing and background check is $127 one time investment. Bonus coaching website terms.
Terms of the 1-year, 100% Guarantee: Those purchasing the complete financial coaching program receive the most comprehensive financial coaching program on the market available today. This statement is measured based on the following key traits: Highest Standards & Credibility, Education Quality & Practicality of Instruction, Scope of Client Resources. This is backed with a 1 year, 100% money back guarantee. Read Full 1-Year Guarantee terms.