Money Management Essentials can help transform your ability to build strong, realistic and achievable financial plans. You’ll master the fundamentals to address common money management challenges with confidence.
With AFCPE’s Money Management Essentials, You’ll Get:
Strong Foundation in Personal Finance
Approximately 10 hours of interactive content that covers debt reduction, credit management, risk management, retirement, student loans, personal finance, and more.
Flexible Study Timelines
Study whenever and wherever works best for you with 12 months of access on the platform.
Exclusive Discount on Future AFC Certification Preparation
After completing MME, enroll in the AFC® certification program within one year and receive a discount on the AFC® exam fee equal to what you paid for the course.
Pre-Approved Recertification Credits
Take advantage of pre-approved credits or hours toward industry standard certifications including AFC® certified professionals (10 CEUs), AFC® candidates (10 experience hours) and CFP® certified professionals (8.5 CEUs).
Whether you are pursuing your AFC certification or are passionate about bolstering your personal financial knowledge, Money Management Essentials is a worthy first step on your education path.
Explore What's Inside Money Management Essentials
Money Management Essentials is organized into nine topics that cover everything from managing credit and debt to investing and preparing for retirement. The knowledge and skills you gain from these materials will not only help you build a strong foundation in personal finance, but also equip you to confidently approach future financial decisions for yourself or for clients.
Reading Materials
Online embedded reader
- TOPIC 1: Set the Stage and Gather Client Information
- TOPIC 2: Assist the Client in Creating an Action Plan
- TOPIC 3: Educate Client on Personal Finance Planning Tools
- TOPIC 4: Assist the Client to Manage Money, Taxes and Employment
- TOPIC 5: Educate the Client About Credit and Debt
- TOPIC 6: Educate the Client About Major Acquisitions
- TOPIC 7: Educate Client on How to Manage Financial Risks
- TOPIC 8: Discuss Investment Fundamentals with the Client
- TOPIC 9: Educate Client on Retirement and Estate Planning
Online Study Resources
All are accessible on a variety of devices
- Practice Quizzes: Check your understanding of the lessons covered in reading modules and decide whether you need further study or practice on the topic.
- Searchable Glossary: Look up key terms from anywhere in the system with the glossary.
- Embedded Final Test to Earn Your Digital Badge: Cap off your studies and prove your competency with the embedded final test to earn your Money Management Essentials badge.