Individuals who graduate from the NFEC’s rigorous financial coaching certification programming 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.
You can rest assured that your fellow graduates meet the highest industry standards. Distinguish yourself from the average financial coach and be recognized as a true professional – a Certified Personal Finance Consultant (CPFC).
All those who earn their Certification pass moderated testing, agree to professional and practice standards, and have passed a multijurisdictional criminal background check.
Background Check Information: We welcome all those with a passion to help others. There are no past education or industry requirements. We only require that you pass a criminal background check.
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.