Knowledge for all

Certified Personal Finance Counselor

The Certified Personal Finance Counselor® was designed to provide professional development and training for credit counselors working with clients in a one-on-one setting. This comprehensive program was designed to allow financial counselors to assist clients with:

• Establishing personal budgets
• Evaluating debt loads
• Setting financial goals
• Developing plans of action

Certification ensures that individuals have been trained and tested in counseling skills and the fundamentals of personal finance management. Upon completion of the program, the CPFC will have the essential tools needed to further their professional advancement and help their clients alter ineffective money management patterns. The CPFC was also designed to fulfill the requirement of the Uniform Debt Management Services Act and various similar state laws.