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Become A Certified Personal Finance Counselor

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Working As A Certified Personal Finance Counselor

  • Getting Information
  • Documenting/Recording Information
  • Interacting With Computers
  • Establishing and Maintaining Interpersonal Relationships
  • Updating and Using Relevant Knowledge
  • Deal with People

  • Mostly Sitting

  • Repetitive

  • $70,075

    Average Salary

Example Of What A Certified Personal Finance Counselor does

  • Analyzed client financial information to check for ways to help with their monthly expenses.
  • Provided ongoing assistance with company client with their debt management program.
  • Verified client information, updated records and balances, and mailed out correspondence pertaining to the Debt Management Program.
  • Provided regular reports to alert client on their investments performance.
  • Complete budget analysis, counsel callers for appropriate solutions, deliver information, recommendations and resources to callers in financial crisis.
  • Educated clients on short term and long term financial goals and recommended investments.
  • Answered inbound calls from new clients with the goal of welcoming them into the program.
  • Used strong customer service skills to negotiate with individuals to bring current their Mortgages and unsecured debt, increasing profit.
  • Conducted financial assessments with clients.
  • Analyze personal finances and credit reports.
  • Exceed monthly revenue targets by over 115% month over month Professional Experience:

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Certified Personal Finance Counselor jobs

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Certified Personal Finance Counselor Demographics

Gender

Female

60.0%

Male

37.5%

Unknown

2.5%
Ethnicity

White

72.9%

Hispanic or Latino

23.2%

Asian

3.3%

Unknown

0.4%

Black or African American

0.2%
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Languages Spoken

Spanish

100.0%

Certified Personal Finance Counselor Education

Schools

Hagerstown Community College

8.7%

American Public University System

8.7%

Broward College

8.7%

University of North Carolina at Greensboro

4.3%

San Diego Mesa College

4.3%

University of Maryland - University College

4.3%

Liberty University

4.3%

Sam Houston State University

4.3%

Boca Beauty Academy

4.3%

Charlotte School of Law

4.3%

Wake Technical Community College

4.3%

University of Puerto Rico - Mayaguez

4.3%

Western Governors University

4.3%

Brooklyn College of the City University of New York

4.3%

Metropolitan Community College

4.3%

Rockland Community College

4.3%

Florida Coastal School of Law

4.3%

University of Louisville

4.3%

Saint Augustine College

4.3%

University of Redlands

4.3%
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Majors

Business

20.7%

Legal Research And Advanced Professional Studies

6.9%

Finance

6.9%

Medical Assisting Services

6.9%

Accounting

6.9%

Management

3.4%

School Counseling

3.4%

Specialized Sales And Merchandising

3.4%

Social Sciences

3.4%

Marketing

3.4%

Cosmetology

3.4%

Law

3.4%

Human Resources Management

3.4%

Hospitality Management

3.4%

Journalism

3.4%

Human Services

3.4%

English

3.4%

History

3.4%

Criminal Justice

3.4%

Engineering

3.4%
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Degrees

Masters

25.0%

Bachelors

25.0%

Associate

18.8%

Other

12.5%

Certificate

9.4%

Doctorate

6.3%

License

3.1%
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Full Time
Part Time
Internship
Temporary

Top Skills for A Certified Personal Finance Counselor

DebtManagementProgramBankruptcyCertificatesCustomerServiceCompleteBudgetAnalysisFinancialInformationInboundCallsCurrentFinancialSituationComplianceHUDMonthlySalesReportsCheckConsumerCreditClientAgreementsPersonalFinancesDebtLiquidationActionPlanPCCreditReportsMonthlyRevenueTargetsFinancialGoalsAlertClient

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Top Certified Personal Finance Counselor Skills

  1. Debt Management Program
  2. Bankruptcy Certificates
  3. Customer Service
You can check out examples of real life uses of top skills on resumes here:
  • Provided ongoing assistance with company client with their debt management program.
  • Received Customer Service Award for outstanding service of positive customer feedback.
  • Complete budget analysis, counsel callers for appropriate solutions, deliver information, recommendations and resources to callers in financial crisis.
  • Collected and analyzed clients' financial information and conduct a detailed review of their income, assets, liabilities and expenses.
  • Answered inbound calls from new clients with the goal of welcoming them into the program.

Top Certified Personal Finance Counselor Employers

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