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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

  • $47,037

    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.
  • Accepted debit, credit and ACH payments over the phone.
  • 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.
  • Managed business using QuickBooks & MS Excel.
  • Managed and maintained 800 + personal accounts.
  • Complete budget analysis, counsel callers for appropriate solutions, deliver information, recommendations and resources to callers in financial crisis.
  • Surpassed monthly goals and quotas.
  • Conducted financial assessments with clients.
  • 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.
  • account setup and Instruction in required programs and processes Processed payments Issued certificates of completion.
  • Analyze, record, and submit monthly sales reports.
  • Completed troubleshooting with online clients by complete knowledge of company website.
  • Analyze personal finances and credit reports.
  • Emailed certificate of course completion to clients and attorneys.

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Certified Personal Finance Counselor Typical Career Paths

Do you work as a Certified Personal Finance Counselor?

Certified Personal Finance Counselor Demographics

Gender

Female

57.5%

Male

40.0%

Unknown

2.5%
Ethnicity

White

58.0%

Hispanic or Latino

27.0%

Black or African American

9.3%

Asian

3.6%

Unknown

2.1%
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Foreign 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%

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%

Southern Illinois University Edwardsville

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%

Kinesiology

3.4%

Human Services

3.4%

English

3.4%

History

3.4%

Criminal Justice

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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