Personal Financial Education Certificate (PFEC)
The Personal Financial Education Certificate (PFEC) is for individuals who want to acquire learning that will help them manage and improve their personal finances.
The coursework is led by trained and Certified Financial Education Instructors℠ who analyze each participant’s unique situation and customize lesson plans to align with their specific needs and goals. Resources meet the highest educational standards and were developed to help learners gain knowledge, make positive behavior change, and successfully work toward their financial goals.
The Personal Financial Education Certificate (PFEC) is awarded to those individuals who complete the entire coursework and pass testing. Individual certificates and badges by topic are also available.
Certification & Topic Badging Options
Certification: Personal Financial Education Certificate
Course Requirements & Details:
Completion of all 10 of the following topics: Financial Psychology; Savings, Expenses, & Budgeting; Account Management & Team Members; Loans & Debt; Credit Profile; Income; Economic & Government Influences; Risk Management & Insurance; Investing & Personal Financial Planning; Education & Skill Development.
Training Schedule: Self-paced with scheduled meeting times for peer work.
Training Hours: 60 hours.
Testing: Online testing with a passing score of 80%.
Badging: Badges are available upon completion of each of the 10 topic areas.
Prerequisite: None.
Topic Certification & Badging Options
Personal Financial Education Financial Psychology Certificate
Personal Financial Education Savings, Expenses, & Budgeting Certificate
Personal Financial Education Account Management & Team Members Certificate
Personal Financial Education Loans & Debt Certificate
Personal Financial Education Credit Profile Certificate
Personal Financial Education Skill Development & Education Certificate
Personal Financial Education Income Certificate
Personal Financial Education Economic & Government Influences Certificate
Personal Financial Education Risk Management & Insurance Certificate
Personal Financial Education Investing & Personal Financial Planning Certificate
8 Month Guarantee: Tuition Reimbursement
We invest in people who invest their time to work toward more secure futures. If you complete the full program and graduate within 8 months, we will refund 75% of your enrollment fees. The money will be deposited into your savings or retirement account (if you don’t have a savings or retirement account now, you will have by the end of the program).
Limit one refund per person and household. The 8-month time window starts on the day of order and ends 8 months later.
Per Topic
- Student Guide
- Online Learning
- Testing
- Certification/Badging
Full Program
- Student Guide
- Online Learning
- Testing
- Certification/Badging