Financial Coaching Trainings, Certifications, & Resources

Professionally trained counselors and coaches help consumers of all income levels learn how to manage their finances, pay down debt, increase savings, establish and build credit, and access safe and affordable mainstream banking products.

The “Supervitamin Effect” of financial counseling and coaching, as distinct from generalized “financial education” is the core work at the Financial Empowerment Centers (FEC) across the country. Today it is the Cities for Financial Empowerment Fund’s (CFE Fund) comprehensive approach to financial counseling and holds the promise of saving cities money over the long term.

To facilitate local counselor training, the CFE Fund released its newly established FEC Counselor Training Standards and Code of Ethics. The standards outline the financial content areas, counseling and coaching skills, practice and experiential learning, and socio-economic and cultural context setting necessary to serve the diverse needs and backgrounds of FEC clients.

To facilitate local counselor training, the CFE Fund has approved ten national and regional training providers’ courses that align with the FEC Standards.

Association for Financial Counseling Planning Education (AFCPE)

The Association for Financial Counseling and Planning Education® (AFCPE®) is a non-profit professional organization created to promote the education and training of the professional in financial management. Certified individuals must meet education, experience, and ethical requirements. In addition, continuing education and annual fees are required to maintain a certificate. 

College For Financial Planning

Foundations in Financial Planning Program is designed to provide basic, practical knowledge of the financial planning process and the five disciplines of financial planning. Students are introduced to different product categories, essential terminology, and general concepts applicable to financial planning. Completing the Foundations in Financial Planning course will allow you to use the Registered Paraplanner or RP® mark.

CFP Certification Professional Education Program is delivered via the College’s exclusive MyChoice learning platform. Most students complete their studies within 1-2 years, although your completion time may be faster or slower than the duration cited. Students are permitted up to 3 years to complete the program. Completing the program fulfills the core education requirement for certification by CFP Board of Standards, qualifying you to sit for the CFP® Certification Examination.

Additional information on CFP Board’s requirements can be found on their website. Completion may allow you to earn up to 15 semester credit hours toward a Masters of Science in Personal Financial Planning, and between 150-278 hours of continuing education credit with some organizations. 

National Association of Certified Credit Counselors

Successful candidates receive the Certified Credit Counselor or Financial Health Counselor or Debt Settlement Specialist certification, a two-year renewable certificate along with membership in the National Association of Certified Credit Counselors.

NeighborWorks AMERICA

NeighborWorks Center for Homeownership Education and Counseling (NCHEC) offers certifications for homeownership and community development practitioners.

You can learn with NeighborWorks at in-person training events or -- for greater convenience and cost efficiency -- online.  Most of their courses count toward professional certificates and certifications that help advance your career.