Learn Accredited Financial Counselor

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  • AFC®
    AFC®

    AFC®

    250+ Adaptive flashcards covering all the highest-yield concepts in the AFC® exam

    9
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    257
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    270
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  • National Counselor Examination (NCE)
    National Counselor Examination (NCE)

    National Counselor Examination (NCE)

    All the top concepts covered in the CACREP Standards.

    8
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User-Generated Flashcards (2)
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  • Accredited Financial Counselor (AFC)
    Accredited Financial Counselor (AFC)

    Accredited Financial Counselor (AFC)

    By: David Giles
    1: Set The Stage & Gather Client Information (10%), 2: Assist The Client in Creating an Action Plan, 3. Develop Financial Statements, Ratios, and Spending Plans (10%)...
    9
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    5
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  • Certified Financial Planner (Nov 2023)
    Certified Financial Planner (Nov 2023)

    Certified Financial Planner (Nov 2023)

    By: David Giles
    A.3 Function, purpose, and general structure of financial institutions, A. Professional Conduct and Regulation (8%), A.1 CFP Board’s Code of Ethics and Standards of Conduct...
    6
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    82
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    8
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