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The 12-class/12-credit CFC™ certification course is available on demand for CFPs and CIMAs. The course is expected to be available to CPAs for CPE credit in June 2022. The 12 classes teach foundational financial counseling concepts. Includes a printable PDF that can be printed and framed upon successful completion of all 12 classes and assessments.

$399 One Time

To maintain the CFC™ designation, you must attend two of four quarterly refresher classes sponsored by the Financial Counseling Institute and A4A. The $199 annual fee gives CFC™ practitioners:

  • PDF brochure for consumers FINRA-reviewed annually highlights benefits of a CFC™ professional.
  • 4-slide presentation about financial counseling updated and FINRA-reviewed annually.
  • FAQ about the CFC™ designation for posting on your website (FINRA-reviewed).
  • Digital badge for your website, social network profiles, and email signature.
  • One on one time with Dr. Murtha to talk about client cases Wednesdays, 12:00-2:00 EST -- appointments must be scheduled at least 24 hours in advance.
$199 Annually
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