What is a certified personal finance counselor and how to become one

Key steps to become a certified personal finance counselor

1. Explore certified personal finance counselor education requirements

   Most common certified personal finance counselor degrees

   Bachelor's

   46.0 %

   Associate

   30.0 %

   High School Diploma

   10.0 %

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2. Start to develop specific certified personal finance counselor skills

   Skills	Percentages
   Money Management	55.25%
   Credit Management	22.44%
   Interest Rates	21.58%
   Customer Service	0.23%
   Inbound Calls	0.17%

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3. Complete relevant certified personal finance counselor training and internships

   Accountants spend an average of 6-12 months on post-employment, on-the-job training. New certified personal finance counselors learn the skills and techniques required for their job and employer during this time. The chart below shows how long it takes to gain competency as a certified personal finance counselor based on U.S. Bureau of Labor Statistics data and data from real certified personal finance counselor resumes.

4. Research certified personal finance counselor duties and responsibilities

   • Lead cleanup of company database and files with pending patient and insurance payments through Meditech software program.
   • Provide assistance to uninsure patients and families in completing and filing Medicaid or assistance program applications with the appropriate agency.
   • Represent MMI professionally and effectively to all constituents through participation in professional development programs and through the certification process.

5. Apply for certified personal finance counselor jobs

   Now it's time to start searching for a certified personal finance counselor job. Consider the tips below for a successful job search:

   1. Browse job boards for relevant postings
   2. Consult your professional network
   3. Reach out to companies you're interested in working for directly
   4. Watch out for job scams