Financial Counselor Training Provides Certification and Systems
Looking for a chance to gain the expertise, credibility, self-confidence, and systems to help others get a better handle on their finances and secure their financial futures? The NFEC (National Financial Educators Council) offers options for financial counselor training that result in certification (Certified Personal Finance Consultant) and access to high-quality client management systems. The NFEC financial coach counselor training gives you skills and techniques for motivating and engaging participants, moving clients of all backgrounds to take positive money action.
Whereas financial counseling is not regulated at this time, the NFEC took a proactive approach and developed standards to protect counselors and the public they serve. Their standards cover a teaching framework to assure quality and impact; performance criteria for evaluating counselors; tools for teacher preparation and self-assessment; and awareness tools to highlight the importance of choosing counselors with the best skills.
Undergoing the certified financial counselor study will make you an expert in personal finance consultation, but not in every financial subject – such mastery might take ten years or more of hands-on effort. But your clients may have questions right away that you can’t answer. That’s okay because, as a CPFC, you have access to a group of experts – licensed in their respective niche spaces – whose only goal is to help you serve your clients’ needs in the best possible way. Each member of this team is also a CPFC who has passed a background check and will never attempt to solicit or sell financial products.