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Accredited Financial Counselor
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AFCPE Requirements
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Topic
Professional Conduct and Regulation
Estate Planning
General Principles of Financial Planning
Retirement Savings & Income Planning
Risk Management and Insurance Planning
Approval Category
General
Additional Credits Available
CFP CE
Insurance CE
American College CE
Course Hours
4 or less
5 to 8
9 to 12
13 or more
Build Your Own 30-Hour CE Package for $74.95!
Additional Hour Fee:
Each additional hour over 30 is $0.75
Discount is automatically applied at checkout
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Professional Conduct and Regulation
Hours
Price
Developing a Client-Centered Code of Ethics
3.0
$15.95
Effective and Ethical Communication with Seniors
5.0
$24.95
Ethically Serving Seniors with Diminished Capacity
3.0
$15.95
Ethics and Seniors: Understanding the Mature Market
3.0
$15.95
Maximizing Integrity in Decisions with Seniors
2.0
$14.95
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Estate Planning
Hours
Price
Fundamentals of Estate Planning
10.0
$49.95
Insurance for Estate Planning
2.0
$14.95
Living Trusts and Avoiding Probate
3.0
$15.95
Viatical and Life Settlements: The Life Insurance Secondary Market
8.0
$39.95
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General Principles of Financial Planning
Hours
Price
Financial Planning for Today's Consumer
12.0
$59.95
Irrevocable Life Insurance Trusts
4.0
$19.95
Life Insurance for Businesses
3.0
$15.95
Medicare Advantage and Medicare Part D
5.0
$24.95
Medicare Part D: Prescription Drug Coverage
4.0
$19.95
Medigap Modernization: Today's Medicare Supplement Policies
4.0
$19.95
Principles of Wealth Management
2.0
$14.95
Senior Needs Planning
15.0
$74.95
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Retirement Savings & Income Planning
Hours
Price
401(k) Plans
5.0
$24.95
Annuities: Definitions, Suitability and Riders
6.0
$29.95
Distribution Planning
13.0
$64.95
Fixed Annuities
8.0
$39.95
Guaranteed Living Benefits for Variable Annuities
8.0
$39.95
Indexed Annuities
12.0
$59.95
Individual Retirement Accounts
6.0
$29.95
Introduction to Indexed Products
7.0
$34.95
IRA Rollovers
6.0
$29.95
Medicare, Medicaid and Medicare Supplements
6.0
$29.95
Pre-Need Planning
4.0
$19.95
Retirement Planning Strategies
6.0
$29.95
Section 1035 Exchanges
4.0
$19.95
Taxation of Life Insurance and Annuities
8.0
$39.95
Variable Annuities
12.0
$59.95
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Risk Management and Insurance Planning
Hours
Price
4-Hour Long-Term Care Review
4.0
$19.95
ACA and the Basics of Health Insurance Exchanges
4.0
$19.95
Critical Illness Insurance
4.0
$19.95
Disability Income Insurance
6.0
$29.95
Health and Accident Insurance
4.0
$19.95
Health Insurance Programs for Seniors
6.0
$29.95
Health Savings Accounts
3.0
$15.95
Hybrid Long-Term Care Insurance Products
3.0
$15.95
Insurance Fraud
6.0
$29.95
Introduction to Life Insurance
6.0
$29.95
Life & Health Insurance Law
6.0
$29.95
Life & Health Insurance Principles
6.0
$29.95
Life and Health Insurance Essentials
18.0
$89.95
Life Insurance Concepts
4.0
$19.95
Life Insurance Ownership and Beneficiary Designations
9.0
$44.95
Life Insurance Policies
4.0
$19.95
Long-Term Care 4-Hour Training
4.0
$19.95
Long-Term Care: Programs, Policies, and Partnerships
8.0
$39.95
Personal Life Insurance Planning
3.0
$15.95
Universal Life Insurance
4.0
$19.95
Variable Universal Life
4.0
$19.95
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Accredited Financial Counselor CE Requirements
What are the CE Requirements for the Accredited Financial Counselor Certification?
30 hours
Are there any subject area requirements for AFCPE Accredited Financial Counselor CE?
Ethics:
2 CE Hours
Can Accredited Financial Counselor CE courses be repeated?
Courses cannot be repeated more than once in a 2 year license term.
When does Accredited Financial Counselor CE have to be completed?
6/30 of even years.
Can Accredited Financial Counselor CE course hours carry over to the next renewal cycle?
Excess CE may not be carried forward to the next 2-year license term.
What is the renewal process for a Accredited Financial Counselor Certification?
Complete CE requirements
Note:
If you become certified during the first half of the reporting period, then one-half of your designation’s CEUs will be due for your inaugural reporting period.
Pay an annual renewal fee every year by June 30th.
What are the WebCE AFCPE Certification CE course requirements?
WebCE courses are online self-study courses with non-monitored open-book final exams.
Passing score: 70%
If the final exam is not passed on the first attempt, students have an unlimited number of retakes.
What is the access period for WebCE AFCPE Certification CE courses?
12 months from the original date of purchase
How often does WebCE report AFCPE Certification CE course completions?
WebCE does not report AFC course completions. Students must self-report their CE credits in their AFCPE account.
Does WebCE supply a certificate of completion for AFCPE Certification CE courses?
Online PDF certificates of completion are available to print immediately after the final exam is passed. Certification holders should keep a copy of each certificate of completion.
Who to contact for additional questions
AFCPE
Phone:
(614) 368-1055
Email:
ceu@afcpe.org
Website:
www.afcpe.org
This information is based on state laws and regulations and is subject to change. WebCE makes every effort to make sure this information is current and accurate, however, WebCE is not engaged in rendering legal or professional advice and shall not be held responsible for inaccuracies contained herein. We urge you to check with your certification regulating body for complete and current information about its licensing rules and requirements.
Last updated on 3/11/2025
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