The health and safety of our members, staff and event participants is an enterprise-wide priority at NRECA. Create content that demonstrates your knowledge of the subject matter and delivery expertise. Certification process: The CMA exam is taken in two parts and covers 11 competency areas related to financial planning and control and financial decision making. Thank you for your interest in the NFEC’s Certified Personal Finance Consultant (CPFC) program. After participants receive their room confirmation e-mail from the Fluno Center, a parking space may be requested by contacting the Fluno Center directly. Complete educational coursework and pass all activities with a score of 80% or higher and successfully complete practice cases. Achieving Cooperative Community Equitable Solar Sources (ACCESS), Rural Area Distributed Wind Integration Network Development (RADWIND), Rural Cooperative Cybersecurity Capabilities Program (RC3), Electric Cooperative Employee Competencies, Associate Membership and Marketing Opportunities, 2018 Distributed Energy Resources Compensation and Cost Recovery Guide, SUNDA Project: Helping Co-ops Accelerate Deployment of Solar PV, Conferences, Meetings & Training Policies, Enhance effectiveness at managing the financial aspects of the co-op, Gain the skills needed to identify and take advantage of strategic opportunities, Integrate finance expertise and business stewardship practices to achieve business results, Vice President of Finance and Administration, Director Administration/Office Operations, Financial Leadership: Balancing Stewardship and Business Partnership, Complete CFC’s KRTA Level One course. Session 2 is held at CFC's headquarters in Dulles, Virginia. Subject to change. Projects are worked on during and outside of class and are due three months after the program ends. The CE requirements may involve testing, case studies or practice reviews. The CE requirements may involve testing, case studies or practice reviews. Please take a couple of minutes to read what we’re doing, what changes you can expect to see in our face-to-face meetings and conferences, and what we’re asking you to do to reduce the risk of becoming infected with or spreading COVID-19 while attending our events. You may make your reservation, call central reservations at 1-800-369-3902 or. The CERTIFIED FINANCIAL PLANNER™ (CFP ®) designation is one of the top certificates in financial planning available today, but preparing to earn it takes a broad range of knowledge and a strong educational background. Please turn on JavaScript and try again. Re-certification is required at your 2.5 year anniversary of graduating to maintain your Certified Personal Finance Consultant designation. Earn an 80% or higher score on a moderated 200-question multiple choice, short answer, and essay test. You will receive your results immediately after hitting submit. To earn the CFEI Certification requires 3 Continuing Education Units (CEUs) for a total of 30 Professional Development Hours (PDH). All times are Eastern. Six months relevant experience, high school diploma or … This page will provide you details on the qualification and requirements you must adhere by to become or maintain your Certified Personal Finance Consultant designation. During this two-part program (held in Madison, WI and Dulles, VA), participants will learn the concepts and practices … Upon completion, financial educators may officially identify themselves as Certified Personal Finance Consultants, are accepted in the Personal Finance Speakers Association and have the opportunity to conduct financial literacy presentations. Participants are encouraged to stay at the Courtyard by Marriott Dulles Town Center. The actions taken include but are not limited to: The Certified Personal Finance Consultants have the ability to appeal this decision and present evidence. Note that the Marriott provides a shuttle from Dulles Airport (IAD) to the hotel. 10 to 20 hours (Continuing Education Units – CEU) of continuing education, case studies, or practice review. Rate: $151 per night includes executive breakfast, in-room high-speed internet, and all taxes. The NFEC is a social enterprise organization committed to creating a world where people are informed to make qualified financial decisions that improve their lives, the lives of their loved ones, and the lives of people they impact around the globe. When you register for the CFPC program, hotel reservations will be made automatically. You should receive a confirmation email from the Fluno Center within 1-2 weeks prior to the event. The Certified Educator in Personal Finance ® Provides professional development and training for those working with … You’ll need a Bachelor’s degree and two years of work experience before taking the exam, which has a 50 percent global pass rate and takes an average of 12 to 18 months to complete. Participate in ongoing training requirements and one-on-one calls with your assigned counselor and instructor. The disciplinary process is tiered based on the incident. Certified Personal Finance Counselor (CPFC) Currently offered and recognized by the issuing organization. Certified Personal Finance Consultants and must adhere to the guidelines presented in the Financial Coaching Standards and Code of Conduct and pass a background check. Overview. The NFEC will review all incidents reported and take appropriate action. Develop a written advocacy plan, educational focus, and overall business model. Beginning on January 1, 2018, all individual guest reservations will be held to a 48-hour cancellation policy. The nearest airport is Dane County Regional Airport (MSN), which is approximately a 20 minute ride to the Fluno Center. Mid to senior finance professionals, CEOs and other non-financial senior leaders. This is followed up later with a series of online web conferences. Transportation is provided daily to and from the hotel to the program site at CFC headquarters. Session 1 is held in Madison, Wisconsin. Additional testing, performance evaluations or case studies are required to maintain your Certified status. Removal of license to use NFEC financial literacy curriculum, events, promotions and all forms material and services. The current cost is $12/day. Removal of Certification and speakers bureau ban. Call 571-434-6400 once you land. This includes: Your completion is required within 8 months of recertification notice. It looks like your browser does not have JavaScript enabled. Submit surveys, test results, event video, and detailed reporting from events conducted during the training phase. These requirements include: The CPFC testing is a closed book test delivered online. Re-certification is required at your 2.5 year anniversary of graduating to maintain your Certified Personal Finance Consultant designation. Therefore, until further notice, we are instituting the changes and procedures described in this document at all of our in-person conferences, meetings, and events. Northern VA offers the culture of two distinct worlds combining cosmopolitan skylines and country star-lit skies. NRECA and CFC have partnered to deliver the Cooperative Financial Professional Certificate (CFPC), a competency-based, interactive program for co-op financial professionals and non-finance managers wanting to deepen their understanding of electric co-op utility finance. To access the online course, please, Contact hotel for reservations – ask for CFPC Room Block. Note that each program week starts Monday at 8 a.m. and finishes Friday at 12 p.m. Daily schedule: Mon-Thur 8am-5pm, Friday 8am-Noon. The initial Certification requires you complete: 1) Completion of CPFC coursework. Environmental / Business Scan of Industry, Equity and Debt Management; Managing Working Capital and Liquidity, Capital Expenditure: Capital Budgeting, Lease vs. Purchase, Utility Plant Decisions, Electric Rates: Rate Design and Cost of Service, Revenue Requirements. Starting 2.5 years after your graduation, here are the requirements to maintain your Certified status. Present the results of your initial programming via webinar to an NFEC panel. Event practice and delivery consisting of 120 documented hours to a minimum of four different individuals or groups. Parking is available next to the Fluno Center. Graduates are registered as Certified Personal Finance Consultant and a graduation certificate is mailed to those that successfully complete the testing and training. Copyright 2020 National Financial Educators Council |, Local & Virtual Financial Education Events. The CFP designation is perhaps the most widely recognized credential in … To be a Certified Personal Finance Consultant, candidates must pass the testing requirements. The CPFC course requires 180 hours (Professional Development Hours – PDH) of training and implementation broken down into these areas: 3) Complete the activities and implementation required as part of the course.