Accredited Financial Counselor: The State of the Designation

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Authors

  • Mark D. Oleson
  • Robert B. Nielsen
  • Todd M. Martin

Published 2004, "Accredited Financial Counselor: The State of the Designation", Journal of Financial Planning and Counselling, 2004- Volume 14

Abstract

  • In order to gain an understanding of Accredited Financial Counselors' (AFCs) characteristics and professional activities, an online survey of AFCs was conducted from December 2002 to February 2003. This paper described the sociodemographic characteristics of AFCs, reports the non-AFC financial counseling designations held by AFCs and provides a sketch of the contexts in which AFC designees are employed, including the type of employer, the number of counseling sessions typically conducted each week, and the average cost of counseling sessions. Suggestions for the growth and development of the financial counseling profession are offered. Key words: Financial counseling, Financial planning, Certification, Counseling, Military