The Ripple Effect of Financial Education
Financial counseling and planning isn’t just about numbers—it’s about transforming lives, families, and entire communities. When you equip yourself with the right knowledge and skills, you become more than a financial professional. You begin working toward a future where all people — regardless of income or background — have financial security through the highest quality financial counseling, coaching and education.
So, where do you start?
Explore Your Options
Accredited Financial Counselor® (AFC®)
Certification: Master the Gold Standard of Financial Counseling
The Accredited Financial Counselor® (AFC®) certification is the most respected credential in financial counseling, and for good reason. AFC professionals are trusted advisors who combine technical expertise with genuine care for their clients’ wellbeing.
Perfect for:
- Financial advisors seeking specialization in counseling
- Financial counselors, coaches, and educators aiming to advance their careers
- Organizations who want to amplify the credibility and confidence of their financial coaching staff
Money Management
Essentials
Professional Development: Build Your Foundation in Personal Finance
Whether you’re just starting your career in financial services or seeking to enhance your existing knowledge, this newly enhanced program provides the essential building blocks for financial literacy, money management and client service excellence.
Perfect for:
- New financial professionals building their expertise
- Existing professionals wanting to strengthen their counseling skills or eventually pursue AFC certification
- Anyone passionate about financial wellness and helping others succeed
Looking For More Information?
Register Today for a Free AFC Info Session!
A no-pressure, informative session to get all the information you need to
make your decision.
Want to be an AFC? Info sessions are held monthly from 3-4 p.m. ET.
Recordings are available to registered attendees.