Continuing Education Credits (CEUs)

REQUIREMENTS:

The Certified Personal Finance Counselor™(CFPC™) and the Certified Educator in Personal Finance™(CEPF™) each have a 20 Continuing Education requirement over a two year period.  The two year period begins from the date the certification exam was taken.

Within the 20 CEU requirement, the CPFC™ requires that 2 CEUs be in counseling techniques, and that 2 CEUs be in ethics.

The CEPF™ has a Continuing Education requirement of 2 CEUs in teaching methods   and 2 CEUs in ethics.

ACCEPTABLE SOURCES OF CEUs

Because continuing education is such an integral part of professional development, we would hope that the CPFC and the CEPF will get much needed information out of every course they take.

Courses addressing financial matters, teaching methods, counseling techniques, and ethics are appropriate.  A good rule of thumb when not sure about the appropriateness of a course would be to ask the question, “will this course help me perform my job better?”    If the answer is yes, it is more than likely that the course will be approved by the Center for Financial Certifications for CE credit.

Currently, the Center for Financial Certifications has pre-approved the following conferences for continuing education:

•     The American Association of Debt Management Organizations (AADMO)

•     The Annual Conference on Financial Education (hosted by the Institute for Financial Literacy)

•     The Association of Independent Consumer Counseling Agencies (AICCCA)

•     The Association for Financial Counseling and Planning Education (AFCPE)

•     The National Association of Certified Credit Counselors (NACCC)

•     The National Foundation for Credit Counseling (NFCC)

•     The United States Organizations for Bankruptcy Alternatives (USOBA)

Please submit any continuing education course or conference not mentioned above on the Continuing Education Approval Form. That form may also be found in the Resource Guide of your training manual.

Click here for a Continuing Education Approval Form for CPFC

Click here for a Continuing Education Approval Form for CEPF

Or contact our Director:

Lori Pollack

Director of Certification

207-221-3615 (P)

207-221-3681 (F)

lpollack@financiallit.org