Undergraduate Catalog 2024-2025

Accredited Financial Counselor, Certificate (1758)


Program Coordinator

Ronald A. Rhoades, ron.rhoades@wku.edu, (325) 228-1674

WKU’s Accredited Financial Counselor certificate program is designed to fulfill the educational requirements of the Accredited Financial Counselor® certification, awarded following passage of a separate test administered by the AFCPE. The program prepares individuals to: (1) educate clients in sound financial principles; (2) assist clients in the process of overcoming their financial indebtedness; (3) help clients identify and modify ineffective money management behaviors; (4) guide clients in developing successful strategies for achieving their financial goals; (5) support clients as they work through their financial challenges and opportunities; and (6) help clients develop new perspectives on the dynamics of money in relation to family, friends and individual self-esteem. The AFC® certification also requires 1,000 hours of relevant financial counseling experience, three letters of reference, and adherence to a code of ethics.

Program Requirements (9 hours)

 
Required Courses
FIN 161Personal Finance3
FIN 350Risk Management and Insurance3
CNS 432Helping Skills 13
or FIN 422 Personal Financial Planning Practice Management
Total Hours9
 
1

Financial Planning students may choose FIN 422 in place of CNS 432 if they have completed all prerequisites.