To graduate from the financial counselor certification program, one must demonstrate specific abilities and establish systems that support clients to improve their financial capabilities. Those who receive certification are qualified to conduct a variety of services that help move individual clients and communities alike toward greater financial health.
This rigorous financial counseling certificate training meets top educational standards, and is listed by FINRA as a professional; yet also is practical in nature, giving attendees ample opportunities and activities to practice their financial counseling skills. Graduation from the coursework is contingent on completing ~180 hours of training and practicum (18 Continuing Education Units/CEUs) and successfully passing a proctored exam. Trainees may test out of some portions of training.
NFEC Financial Coach graduates demonstrate advanced levels of financial counseling competency, as measured by the National Institutes of Health Competencies Proficiency Scale. The NFEC offers ongoing support post-graduation, to help NFEC Financial Coaches hone their expertise and position themselves as recognized leaders in the financial counseling sphere.
Being an effective Certified Financial Counselor takes practice, a fact that this programming puts into action. If you were having an operation, you would not want a doctor who learned how to do the surgery by watching a few videos. You would want one with a proven track record performing the same procedure in the past. Financial counseling clients are no different. They want counselors they can trust, who have shown their effectiveness through practice.
The NFEC Financial Coach training incorporates practical application of the skills you’re learning. Practice gives you confidence and builds client case studies that demonstrate your trustworthiness.
You will be guided through four phases of experiential learning in the NFEC Financial Coach course:
Those who enroll in the financial counselor certification program not only gain the skills and confidence to counsel effectively, but also receive resources to manage clients and put systems in place that help make their future counseling efforts successful. Hands-on procedural financial counselor training guides you through the counseling process and provides you with practical experience using the recommended methodologies and materials.
The training program includes activities that encourage you to apply the learning to real-world counseling situations, using the exact materials you will use once you graduate and begin your counseling practice. The NFEC Financial Coach course has all these resources built in, including:
The NFEC is committed to ensuring that its NFEC Financial Coach graduates succeed in their business endeavors. That’s why the training package includes all the resources you need to become a credit counselor and more and serve clients with aplomb. These incorporated resources include:
- Option 1: Self-directed. Take the training at your own pace as lessons are released. You will have access to recorded instructor-led webinar trainings too.
- Option 2: Instructor-led. Join our 14-week live webinar training. Requires an investment of 10 to 15 hours per week to keep pace. You will have access to the full self-directed training as well.
- Option 3: Hybrid. A combination of self-directed and instructor-led.