Accredited Financial Counselor (AFC)

WiserAdvisor is the oldest and the largest independent network of financial advisors.

Summary:

Must have two years of financial counseling experience, and take two courses (100-150 hours each) in order to obtain this designation. Must also agree to thirty hours of continued education every two years.


Issuing Organization:

Association for Financial Counseling and Planning Education (AFCPE)


Website:

www.afcpe.org

I want to take charge
Match Me with 2 to 3 Advisors
based on my specific needs


What advisory services do you need?
What is the size of your investment portfolio?
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Results from people who have used the "Match Me" form above

Profile

Susan is in her mid 60s, retired school teacher, married, has grandkids and loves gardening and is involved in her church community.

Portfolio Size:

$200K in 403(b) and $35K cash to invest.

Former Advisor put our cash in a cookie-cutter investment plan and we wanted to find alternative options...
... WiserAdvisor helped us connect with Brian who had clients similar to our situation.