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Certified personal finance counselor education requirements

Updated January 8, 2025
4 min read

There are several educational requirements to become a certified personal finance counselor. Certified personal finance counselors usually study business, communication, or accounting. 46% of certified personal finance counselors hold a bachelor's degree, and 30% hold an associate degree. We analyzed 81 real certified personal finance counselor resumes to see exactly what certified personal finance counselor education sections show.

The most common colleges for certified personal finance counselors are the Norfolk State University and the Norfolk State University.

There are also many online certified personal finance counselor courses to help get the education required to be a certified personal finance counselor.

What education do you need to become a certified personal finance counselor?

What degree do you need to be a certified personal finance counselor?

The most common degree for certified personal finance counselors is bachelor's degree, with 46% of certified personal finance counselors earning that degree. The second and third most common degree levels are associate degree degree at 30% and associate degree degree at 10%.
  • Bachelor's, 46%
  • Associate, 30%
  • High School Diploma, 10%
  • Master's, 4%
  • Other Degrees, 10%

What should I major in to become a certified personal finance counselor?

You should major in business to become a certified personal finance counselor. 24% of certified personal finance counselors major in business. Other common majors for a certified personal finance counselor include communication and accounting.

Most common colleges for certified personal finance counselors

Certified personal finance counselors often get their degrees at Norfolk State University, Bowie State University, and Florida Atlantic University. Here are the most common colleges for certified personal finance counselors in the US based on their resumes.
Certified personal finance counselor common collegePercentages
Norfolk State University11.54%
Bowie State University7.69%
Florida Atlantic University7.69%
Hagerstown7.69%
University of Nebraska - Kearney7.69%

Best majors for certified personal finance counselors

RankMajorPercentages
1Business24.4%
2Communication14.6%
3Accounting7.3%
4Finance4.9%
5Economics4.9%

Best colleges for certified personal finance counselors

The best colleges for certified personal finance counselors are Northwestern University, University of Pennsylvania, and Stanford University.

A certified personal finance counselor with advanced education typically earns a higher salary and has access to better jobs. That's why Zippia looked into the best colleges for certified personal finance counselors. We based this list on several metrics: admissions rate, retention rate, mean earnings of graduates, the ratio of working vs. non-working students ten years after admission, the average cost of attendance, and median debt for graduates who become certified personal finance counselors.

1. University of Pennsylvania

Philadelphia, PA • Private

In-state tuition

$55,584

Enrollment

10,764

2. Northwestern University

Evanston, IL • Private

In-state tuition

$54,568

Enrollment

8,451

3. University of Southern California

Los Angeles, CA • Private

In-state tuition

$56,225

Enrollment

19,548

4. Villanova University

Villanova, PA • Private

In-state tuition

$53,308

Enrollment

6,819

5. San Diego State University

San Diego, CA • Private

In-state tuition

$7,488

Enrollment

30,018

6. Stanford University

Stanford, CA • Private

In-state tuition

$51,354

Enrollment

7,083

7. Bentley University

Waltham, MA • Private

In-state tuition

$49,880

Enrollment

4,177

8. Boston University

Boston, MA • Private

In-state tuition

$53,948

Enrollment

17,238

9. New York University

New York, NY • Private

In-state tuition

$51,828

Enrollment

26,339

10. University of Minnesota - Twin Cities

Minneapolis, MN • Private

In-state tuition

$14,760

Enrollment

31,451

20 best online courses for certified personal finance counselors

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Top 10 most affordable universities for certified personal finance counselors

The most affordable schools for certified personal finance counselors are Baruch College of the City University of New York, suny farmingdale, and brooklyn college of the city university of new york.

If the best universities for certified personal finance counselors are out of your price range, check out these affordable schools. After factoring in in-state tuition and fees, the average cost of attendance, admissions rate, average net price, and mean earnings after six years, we found that these are the most affordable schools for certified personal finance counselors.

1. Baruch College of the City University of New York

New York, NY • Private

In-state tuition

$7,262

Cost of attendance

14,046

2. SUNY Farmingdale

Farmingdale, NY • Private

In-state tuition

$8,306

Cost of attendance

16,091

3. Brooklyn College of the City University of New York

Brooklyn, NY • Private

In-state tuition

$7,240

Cost of attendance

13,991

4. University of Florida

Gainesville, FL • Private

In-state tuition

$6,381

Cost of attendance

21,034

5. California State University - Bakersfield

Bakersfield, CA • Private

In-state tuition

$7,309

Cost of attendance

16,714

6. California State University - Dominguez Hills

Carson, CA • Private

In-state tuition

$6,942

Cost of attendance

14,469

7. Brigham Young University

Provo, UT • Private

In-state tuition

$5,620

Cost of attendance

18,136

8. California State University - Long Beach

Long Beach, CA • Private

In-state tuition

$6,798

Cost of attendance

18,306

9. Florida International University

Miami, FL • Private

In-state tuition

$6,556

Cost of attendance

19,434

10. Florida State University

Tallahassee, FL • Private

In-state tuition

$5,656

Cost of attendance

21,623

Top 10 hardest universities to get into for certified personal finance counselors

The hardest universities for certified personal finance counselors to get into are Northwestern University, University of Pennsylvania, and Stanford University.

Some great schools for certified personal finance counselors are hard to get into, but they also set your career up for greater success. The list below shows the most challenging universities to get into for certified personal finance counselors based on an institution's admissions rates, average SAT scores accepted, median ACT scores accepted, and mean earnings of students six years after admission.

1. Northwestern University

Evanston, IL • Private

Admissions rate

8%

SAT average

1,508

2. University of Pennsylvania

Philadelphia, PA • Private

Admissions rate

8%

SAT average

1,492

3. Stanford University

Stanford, CA • Private

Admissions rate

4%

SAT average

1,497

4. University of Southern California

Los Angeles, CA • Private

Admissions rate

13%

SAT average

1,445

5. Boston University

Boston, MA • Private

Admissions rate

22%

SAT average

1,420

6. New York University

New York, NY • Private

Admissions rate

20%

SAT average

1,419

7. Villanova University

Villanova, PA • Private

Admissions rate

29%

SAT average

1,407

8. Vanderbilt University

Nashville, TN • Private

Admissions rate

10%

SAT average

1,514

9. Johns Hopkins University

Baltimore, MD • Private

Admissions rate

11%

SAT average

1,513

10. Bentley University

Waltham, MA • Private

Admissions rate

43%

SAT average

1,338

Top 10 easy-to-apply-to universities for certified personal finance counselors

The easiest schools for certified personal finance counselors to get into are Oklahoma Wesleyan University, barry university, and holy names university.

Some schools are much easier to get into. If you want to start your career as a certified personal finance counselor without much hassle, check out the list of schools where you will be accepted in no time. We compiled admissions rates, average SAT scores, average ACT scores, and average salary of students six years after graduation to uncover which were the easiest schools to get into for certified personal finance counselors.

1. Oklahoma Wesleyan University

Bartlesville, OK • Private

Admissions rate

68%

SAT average

964

2. Barry University

Miami, FL • Private

Admissions rate

91%

SAT average

1,006

3. Holy Names University

Oakland, CA • Private

Admissions rate

70%

SAT average

849

4. Notre Dame College

Cleveland, OH • Private

Admissions rate

90%

SAT average

994

5. La Roche College

Pittsburgh, PA • Private

Admissions rate

99%

SAT average

1,008

6. Ottawa University

Ottawa, KS • Private

Admissions rate

78%

SAT average

1,024

7. Holy Family University

Philadelphia, PA • Private

Admissions rate

72%

SAT average

1,017

8. Saint Joseph's College of Maine

Standish, ME • Private

Admissions rate

84%

SAT average

1,069

9. Kean University

Union, NJ • Private

Admissions rate

86%

SAT average

991

10. University of the Incarnate Word

San Antonio, TX • Private

Admissions rate

88%

SAT average

1,044

Average certified personal finance counselor salary by education level

According to our data, certified personal finance counselors with a Master's degree earn the highest average salary, at $59,363 annually. Certified personal finance counselors with a Bachelor's degree earn an average annual salary of $54,380.
Certified personal finance counselor education levelCertified personal finance counselor salary
Master's Degree$59,363
High School Diploma or Less$47,689
Bachelor's Degree$54,380
Some College/ Associate Degree$48,085

Certified personal finance counselor education FAQs

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Updated January 8, 2025

Zippia Research Team
Zippia Team

Editorial Staff

The Zippia Research Team has spent countless hours reviewing resumes, job postings, and government data to determine what goes into getting a job in each phase of life. Professional writers and data scientists comprise the Zippia Research Team.

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