Gain Credibility, Expertise with Financial Counseling Classes
Expertise, confidence, credibility, and systems – all these are benefits you will glean from taking the NFEC’s financial counseling classes. Their program was developed to certify individuals with a passion for helping others achieve financial security by awarding them the Certified Personal Financial Wellness Consultant designation. Money management knowledge, client motivation skills, and strategies to guide people toward positive financial action are all features you will gain during this top-recognized Financial Counselor Certification initiative.
How Do I Earn the Financial Counselor Education Credential?
To graduate from the financial counselor education program, you must complete a total of 320 Professional Development Hours (PDH). This requirement includes coursework, learning implementation, and demonstrated leadership ability. The educational component represents 80 PDH and a final exam; consulting with practice clients, documenting and submitting results comprises 160 PDH; content creation and business development training includes 80 PDH. A passing score on each component is considered to be 80% or higher.
Financial Counseling Classes Comply with Standards
The US Department of Labor, Financial Industry Regulatory Authority (FINRA), and Securities and Exchange Commission (SEC) are among the more than one dozen industry authorities that were consulted to develop these ethics and standards.
NFEC Financial Coaches Receive Systemization Tools
When you graduate from these financial counseling classes, you receive instant full access to the NFEC’s proprietary software package, with data collection and client reporting features. Use it to clarify the client’s whole financial picture by gathering data on credit histories, loan interest rates, assets vs. liabilities, income, etc.; and generating a complete, customized client personal finance plan. The system also enables ongoing client progress reports to guide people toward goal achievement. Whether you become employed with a financial counseling company or start your own business, these tools will support your success.
Get Entrée to the NFEC Curriculum
On top of the systems and software, this financial counselor education program also provides entrée to the best-recognized curriculum package in the financial literacy arena. These financial counseling resources and multimedia were collaboratively designed by the NFEC and its expert Curriculum Advisory Board, and comprise >400 hours of lessons, activities, and presentations. Thousands of groups have made use of this up-to-the-minute educational package.
While complying with standards for both education and personal finance training, these financial counseling classes have practical, hands-on activities liberally spread throughout the programming to expose learners to real-world counseling situations. The eVolve online learning system is part of the package, giving NFEC Financial Coaches the ability to assign clients eLearning pathways that present financial education in a vivid, engaging format.
Expert Team Supplements Financial Counselor Education
Once you’ve completed the NFEC’s financial counseling classes, you will be an expert in personal finance counseling and may even have some of the skills a certified housing counselor possesses. But that doesn’t mean you’ll have expertise in every financial subject, which might take you a decade or more to master. If clients raise questions to which you don’t have answers, that’s fine – you have a back-up plan. NFEC Financial Coaches have access to an expert team of licensed professionals with knowledge in specialized financial niches that supplement your training perfectly. This team stands by to support you in answering your clients’ most pressing needs upon request.
Who Benefits from Financial Counseling Classes?
The NFEC Financial Coach personal financial counseling courses serve three distinctive groups: those seeking employment in the space; entrepreneurs; and organizations. If you want to find a job as a financial counselor, the NFEC Financial Coach designation highlights your qualifications. You may be qualified, for example, to work for the FTC, who offers financial counseling services. If you seek to launch your own business, the program provides training and materials on building a financial counseling startup. Organizations can get staff education and professional development opportunities.
This above-average financial counselor education demonstrates your capabilities to lead any or all of the following activities: