Frequently Asked Questions


What is a CPFCoach?

The Certified Professional Financial Coach™ is a professional financial coach who has demonstrated through training and experience that they are capable of providing a high level of service for their clients. They hold themselves and their financial coaching business to the highest standards of professionalism in the industry by being experts in the three pillars of financial coaching: business acumen, financial skills and coaching skills.

A Certified Professional Financial Coach™ is not someone who only coaches their friends and family members nor do they only provide financial coaching as a ministry service. Coaching is their career, and they are looking to expand their business and grow their client base.

What does the certification process entail?

Requirements for eligibility were created to ensure that the application process is fair. Each requirement has been established to ensure individuals certified as CPFCoaches have a superior level of knowledge and proficiency necessary to provide financial coaching services. To earn the CPFCoach designation, all candidates must:

Application and Enrollment Dues

  • Complete the application form
  • Pay the registration fee

Educational Requirement 

  • Complete the Financial Coach Academy Self-Paced or Live Financial Coach Academy course. You can apply for certification after you have completed the course or in conjunction as you complete the course. Once you apply for certification, you have 12 months to submit your application and complete all requirements, including the course itself. 

Experience Requirement

There are six modules in the Certified Professional Financial Coach™ program. Applicants must pass all six of the following requirements to become certified: 

  • Answer, submit and pass the short essay questions
  • Submit and pass the required supplemental business forms
  • Submit and pass proof of coaching 10 clients (minimum of 6 paying clients), including three client testimonials
  • Pass the multiple choice examination
  • Submit and pass two case studies
  • Submit and pass your "Why" Video

For more information, on each module's requirements, see here

Continuing Education

  • Complete annual continuing education requirements (12 hours per year)

The requirements above can be met before or during your application window (12 months from date of applying). Certification will not be granted until all requirements have been completed successfully.

Final Certification

  • Adhere to the CPFCoach Code of Ethics
  • Annual renewal along with proof of Continuing Education requirements and the $99 renewal fee

For a complete listing of application requirements and guidelines, see the CPFCoach Application Handbook here

Do I have to complete the Financial Coach Academy before applying for certification?

You can apply for certification after you have completed the course or in conjunction as you complete the course. Because the Financial Coach Academy is the educational component of the certification, it is recommended that you complete at least 75% of the FCA before you attempt the certification process. Once you apply for certification, you have 12 months to submit your application and complete all requirements, including the course itself.

How much does certification cost?

Fees are subject to change. As of January 2019, application and submission fees are $997 (or 6 payments of $185). Re-testing fees are $99 per module for each retake. Annual renewal is $99/year. Continuing education costs are variable.

How is the Certified Professional Financial Coach™ different from other financial coaching certifications?

​​​The Professional Financial Coach certification program focus on business skills in conjunction with coaching skills and financial knowledge, unlike other certification programs which only focus on financial concepts and some coaching.

It focuses on empowering those that are coaches as opposed to counselors and advisors.

Certified Professional Financial Coaches™ must demonstrate proven experience, skills and business strategies that other financial coaching certifications don’t require.  This ensures that only the highest quality of financial coaches can have the designation of Certified Professional Financial Coach™

A CPFCoach agrees to professional and ethical ideals and accept and uphold higher standards of responsibilities to their clients. 

What benefits are there to certification?

During the application process you will have access to a secret Facebook group for candidates and current coaches to help support you as you make your way through the certification process as well as monthly mastermind calls with our amazing staff to help answer your questions and support you.

Once certified you will also have increased confidence, notoriety, credibility and expertise than other financial coaches because of the strict requirements of the Certified Professional Financial Coach™ application process, continuing education requirements and code of ethics.

You will also receive a professional certificate for public display, the Certified Professional Financial Coach™ logo for use in your marketing material and the credibility and notoriety of the CPFCoach designation.

What happens when I submit or complete a module?

You will receive a confirmation email that we have received your material.  Please allow up to 2 weeks for grading per module. Once your material has been graded you will receive a score sheet and be notified if you have passed or failed that module.

What happens if I fail a module?

You will get one free retake per module except for the multiple choice examination which will incur a $99 retake fee.  Subsequent retakes will also incur a $99 retake fee.

What happens once I am certified?

Once all of your requirements have been submitted, graded and passed, you will receive an email confirming that you have fulfilled all of the requirements and are able to use the designation of Certified Professional Financial Coach™ and all of the privileges associated with it.  You will receive a certificate in the mail and digital copies of the designation logo for use on your marketing materials.

What are the requirements to maintain my certification?

 You will be required to maintain 12 hours of continuing education per 12 months from the date of certification and adhere to the CPFCoach Code of Ethics. You will also be required to pay an annual recertification fee of $99 to maintain your certification.

Still have questions?

If you have any other questions or need us to clarify anything in the FAQs above, please don't hesitate to contact us. We are here to help.