AFC (Accredited Financial Counselor)
How to Become
an Accredited
Financial Counselor
AFC (Accredited Financial Counselor) Training professionals who help their clients to process a financial education to guide them to achieve their financial benefit and they give advice to their client on investment.


The Financial Counselor has the abilities to educate clients and assist clients to reduce their financial debt, help clients to identify and alternate the ineffective money management behaviours. Guiding the clients in developing successful planning for achieving their financial goals.


The road to Becoming Accredited Financial Counselor


Financial counselor begins in earning bachelor's degree such as finance, mathematics, accounting, business or economics. This curriculum covers several financial systems; this includes insurance, corporate, financial analysis etc. which are suitable for preparing.


Individuals with a bachelor's degree in law can also be in this profession, as long as those who complete the course in finance are more suited in this job.


Accredited Financial Counselor Skills


The Financial Counselor is excellent in analytical, communication, thinking skills and math skills. It is essentials for the financial counselor to succeed in this job. For those who want to advise in investing in a real estate project, the counselor will evaluate the client financial documents. Financial counselors may use math skills to make more accurate in calculations and speaking writing skills to more effective advice with their clients.


Service Licensed


The financial counselor licensed depends on their service they offer. The requirements for certification include a fee and passing an exam where financial industry regulatory authority administered the exam.


Qualified financial counselors can find jobs in banks, credit unions, insurance firms, healthcare facilities, and financial consulting companies. The Councilors may obtain a masters degree in business administration to increase their chances of becoming financial managers. They can change into freelance and become independent financial consulting companies.


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