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Become a Certified Financial and Career Coach

Financial and Career Coaching for a Changing World

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The industry is evolving.  Traditional methods of credit counseling and career development are adapting to emerging technology and a shifting economy.  Our certification builds a bridge between financial counseling and career development, setting up our coaches as a one-stop resource for clients seeking to improve their professional and financial lives.

Our coaches teach clients through education and action, enabling clients to incorporate what they’ve learned into daily life as they move forward.  Rather than focus on simply repairing a client’s past mistakes, our coaches strive to guide clients towards improving their future.

Our Financial and Career Coaches:

  • Educate and support clients
  • Set strategic solutions for success
  • Enable clients to manage financial and career decisions

Certification Requirements

Certification as a Financial and Career Coach requires:

  • A prerequisite completion of the Certified Credit Counselor or Certified Financial Health Counselor program
  • Successful completion of the certification exam and live hour requirement through a scheduled webinar or seminar – $850
OutlineRequirements to Complete Certification

Request the Exam

When you are ready to take the exam, complete the Request Exam Form. Testing materials are sent to the testing site indicated on the form. Proctoring services are required. These are easily arranged through local community colleges, universities, or libraries. Proctoring fees are determined by the proctoring site and may vary from location to location. The individual or firm taking the test is fully responsible for proctor payment.

The certification exam consists of 100 multiple-choice questions that relate directly to the content presented in the study manual. Candidates must answer a minimum of 70 questions correctly to pass. (Please allow 7-10 business days for proctor to receive testing materials.)

EnrollRequest ExamRequest Retake ExamApplication for Cert Renewal

An interactive review seminar for groups of ten or more

Why attend the seminar? The rule of thumb in education is that we learn:
20% of what we see
40 % of what we see and hear
70% of what we see, hear and do

Satisfies Live Hour Requirements for this Certification

Triple your success rate in passing the exam the first time. Tuition Rates are based on the number of participants. Seminars optimize the performance of your counselors and your entire organization.

Contact Us To Register

$850

Enrollment and Live Hour Requirement

(Please allow up to 10 business days for delivery.)

Bulk Pricing
Bulk registration and discounts are available