Certified Financial Peer Mentor Application

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Name

First Last

Please complete all of the following fields with your personal/home contact information. We will request your school details on a following page.

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Home Address

Street Address Address Line 2 City State / Province / Region ZIP / Postal Code Country

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Phone

Confirm Email*

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School/College/University/Program Name

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School/College/University/Program Address

Street Address Address Line 2 City State / Province / Region ZIP / Postal Code Country

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Which address would you like any physical mail sent to?

Home

School

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Which email would you like notifications sent to?

Personal

School

Have you ever been convicted of a felony?*

Yes

Please provide each date of conviction, the felony or felonies in question, and a description of the circumstances of the conviction.

Have you ever had a professional license or certification related to the financial services, financial counseling or education field(s) revoked, suspended or otherwise subject to disciplinary action?*

Yes

Please provide each date of revocation, suspension or disciplinary action, the name of the licensing or certification body, and a brief explanation of the circumstances.

Have you ever had a professional license or certification NOT related to the financial services, financial counseling or education field(s) revoked, suspended or otherwise subject to disciplinary action?*

Yes

Please provide each date of revocation, suspension or disciplinary action, the name of the licensing or certification body, and a brief explanation of the circumstances.

Have you ever filed bankruptcy?*

Yes

Please provide each date on which you filed for bankruptcy and briefly explain the circumstances of the bankruptcy.

Have you ever been or are you now subject to a judgment lien?*

Yes

Please provide each date a judgment lien has been issued against you, provide the jurisdiction in which the lien was issued, and briefly explain the circumstances of each judgment lien.

An Applicant or Certificant is required to have a minimum of a High School diploma or GED. An Applicant or Certificant must provide information about their highest level of formal education obtained, including the following information. Fincert.org reserves the right to verify reported information.

I have obtained my High School diploma or GED*

Yes

Highest degree level attained*

Area(s) of study*

Institution from which degree was attained*

Policy Review Affirmation*

Yes

"I have read and understand Fincert.org's Certification Policies and Standards. I understand that these Certification Policies and Standards are subject to change at any time, with or without notice, and that I am solely responsible for ensuring that I review any updates to these Certification Policies and Standards when they are published.

Application, Renewal and Recertification Procedure Review Affirmation*

Yes

"I have read and understand Fincert.org's procedures, including but not limited to the Application, Renewal and Recertification Procedures. I understand that these procedures are subject to change at any time, with or without notice, and that I am solely responsible for ensuring that I review any updates to these procedures when they are published."

Continuing Education Affirmation*

Yes

"I understand that after becoming certified through Fincert.org, I will be required to complete continuing education unit requirements. I have read and understand Fincert’s procedures, including but not limited to the CEU Procedures. I understand that these procedures are subject to change at any time, with or without notice, and that I am solely responsible for ensuring that I review any updates to these procedures when they are published."

Ethical Affirmation*

Yes

"I have read, understand and will abide by Fincert’s Code of Ethics, found in Article II of Fincert.org's Certification Policies and Standards, which I understand applies equally to both Applicants and Certificants. I further understand failure to abide by the Code of Ethics may be grounds for the immediate denial, suspension or revocation of certification."

Professional Conduct Affirmation:*

Yes

"I have read, understand and will abide by Fincert’s Code of Professional Conduct, found in Article III of Fincert Certification Policies and Standards, which I understand applies equally to both Applicants and Certificants. I further understand failure to abide by the Code of Professional Conduct may be grounds for the immediate denial, suspension or revocation of certification."

Background Check Notice*

Yes

"I understand that Fincert.org reserves the right to check my criminal, employment and education history including, without limitation, criminal/driving records, references, and release of licensing and investigatory information possessed by any state, local, or federal agency. These checks may be conducted, with or without cause, at any time during the thirty-six month period following the submission of an Application for Certification or Application for Renewal of Certification. I hereby agree to provide such additional information, signed waivers or other such assistance as Fincert may from time to time request from me to conduct these background checks. I further acknowledge and agree that failure to provide such additional information or assistance shall constitute grounds for immediate denial, suspension or revocation of certification."

No Employment or Agency*

Yes

"I understand that acceptance of this Application and/or certification by Fincert.org does not constitute an offer of employment with Fincert.org or any form of agency on its behalf."

Fees Non-Refundable*

Yes

"I understand that any fees paid to Fincert.org with the submission of this Application, as well as any fees paid in the future for renewal, recertification, or for any other purpose, are completely non-refundable."

Regulatory Reporting*

Yes

"I understand that Fincert.org may provide information about Applicants or Certificants to regulatory authorities and others upon request, or as otherwise required by law."

Affirmation of Accuracy*

Yes

"By submitting this Application, I state that the information provided on this Application and any other information that I have provided is accurate and true to the best of my knowledge and ability to determine. Further, I understand that providing inaccurate information to Fincert.org or its authorized representative(s) may be grounds for immediate denial or revocation of certification without refund."

"I have read this Application Form carefully, and I understand the meaning of its provisions and agree to abide by them."*

Enter your full name as your electronic signature.

CFPM Enrollment*

Price:

Beginning June 1, 2025, all CFPM applicants will be enrolled in the online examination for security and efficiency. If your school/program wishes to have a group exam with an in-person proctor, please email certifications@financiallit.org and we'll be happy to work with you to make that possible. Thank you!

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Payment Method*

Coupon

Credit Card

American Express

Discover

MasterCard

Visa

Supported Credit Cards: American Express, Discover, MasterCard, Visa

Card Number

Expiration Date Month Year

Security Code Cardholder Name

Billing Address

Street Address Address Line 2 City State / Province / Region ZIP / Postal Code Country

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Certified Financial Peer Mentor Application

Certification Enrollment - Certified Financial Peer Mentor