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The 12-class/12-credit CFC™ certification course is available on demand for CFPs and CIMAs. 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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