Business, Marketing & Revenue Resources: Certified Personal Finance Consultants

The Certified Personal Finance Consultant (CPFC) financial coach certification program helps individuals acquire the expertise, credibility, and self-assurance they need to be competent financial coaches.

Because each person has his or her own pre-existing financial habits, relationship with money, and current financial situation, working with people as a financial coach requires specialized expertise. To help you build the skills you need and gain coaching experience, the CPFC financial coach certification program was developed to achieve better results among clients who participate in your coaching service.

Navigating the CPFC Course

At the top and bottom of every CPFC course page you will find your course navigation options.

If you ever feel lost or forget where you left off in the course you can select the “Course Progress & Navigation” links found at the top and bottom of every CPFC course page. This will show you a table of the CPFC lessons that make up the course.

Clicking “Expand All” immediately above the lesson table, will reveal the individual topics within each lesson and their statuses.