Take the next step in your career!

LEARN ABOUT CERTIFICATION

Take a look at the benefits of certification, Fincert’s courses and policies, pricing, group discounts and more!

APPLY FOR CERTIFICATION

Confirm your eligibility, review our procedures and submit your application!

MAINTAIN YOUR CERTIFICATION

Determine which method of renewal is best for you, explore continuing education and submit your renewal application!

Fincert.org is the premiere certifying body for financial educators and counselors.
Established in 2006, Fincert promotes the effective delivery of consumer financial products, services and education through the professional certification of individuals providing these services. Fincert’s certification programs are designed to be relevant to professionals as well as individuals who volunteer in their communities.

Have a question for us?

We take your certification personally. Our small and dedicated team will answer any questions you may have. We’re here to support you and we'd love to hear from you and help you on your journey!
DIRECTOR OF CERTIFICATIONS

DIRECTOR OF CERTIFICATIONS

RACHEL GORDON

Rachel Gordon is the Director of Certifications at Fincert.org. She is also the Executive Director of the Institute for Financial Literacy, the parent company of Fincert.org. She has been with the company since 2011 and strives to make Fincert's programs relevant and accessible for all!

ADMINISTRATIVE ASSISTANT

ADMINISTRATIVE ASSISTANT

Janice Piñero

Janice Piñero is the Administrative Assistant for Fincert.org and the Institute for Financial Literacy. She has over 20 years of experience as a bilingual administrative specialist. Janice joined the organization in 2018 and enjoys interacting with our students daily and helping them with all of their certification needs.

Professional Certifications at Competitive Prices

A lot has changed over the past 5 years - Our prices have not!

Certification Enrollment

$399

  • CPFC, CEPF, CCDS or CCRC

    $99 for our new program, the Certified Financial Peer Mentor!

  • Study Materials

    Learn at your own pace!

  • Remote-Proctored Examination

    Test from work or home on your own time!

  • Personalized customer service

    A small team dedicated to serving YOU!

  • No membership fees or requirements

    Just renew every 2 years to remain active!

Apply Now!
Certification Renewal

$65

  • Renewal by Continuing Education
  • 2-Year Certification Periods

    Renew your certification every 2 years!

  • Reasonable CEU Requirements

    Complete 16 General and 2 Ethics CEUs!

  • Choose your own courses

    Approved Third Party CEUs Allowed!

  • Hassle-free Reporting

    Enter CEUs online, all at once, every 2 years

Order Now

Webinars

Presupuestos y Establecimiento de Objetivos en Tiempos Difíciles

1 Hour Live Spanish Webinar Hosted by Ana Gonzalez Ribeiro

August 26, 2020 11am – 12pm  EST

Instructions to join live course will be sent after purchase of this webinar.

Using Certification Curriculum to Design Financial Service Representatives Training

1 Hour Live Webinar Hosted by Karen Roberts

August 19, 2020 11am – 12pm  EST

Instructions to join live course will be sent after purchase of this webinar.

FoolProof for Middle School and High School: Free financial education curriculum for your classroom

1 Hour Live Webinar Hosted by Mike Sheffer

August 12, 2020 1pm – 2pm  EST

Instructions to join live course will be sent after purchase of this webinar.

Survive and Thrive in Uncertain Financial Times

1.5 Hour Live Webinar Hosted by Karen A Hassett

July 29, 2020 1:00pm – 2:30pm  EST

Instructions to join live course will be sent after purchase of this webinar.

2020 Summer Webinar Series

Contact Us

Not sure if certification, or which certification, is right for you? Need more details about our programs, policies, or procedures? Just want to chat with a real person before you move forward? Check out our FAQs, give us a call or just send us an email!

Mailing Address:
Fincert.org
P.O. Box 1842
Portland, ME 04104

Call Us during our Office Hours:
Monday - Friday 9am - 5pm EST 
207-873-0043

Email or Fax Us Anytime:
certifications@financiallit.org
207-873-0118

Exam Support
Having technical issues with the exam software?
Please call 1-855-436-2039
Having issues logging into the exam platform or starting your exam? Please text your name, course name and callback number to 207-355-5583 

Send us a message!