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


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Results from people who have used the "Match Me" form above

Profile

Gary is in his early 50s, married, corporate hardware and software manager in Minneapolis, MN. He enjoys personal investing and model airplanes / trains.

Portfolio Size:

$800K

Want to evaluate other investment strategies and compensation methods...
...Thankyou WiserAdvisor. We were getting tired of the fees that we were being charged. We don't want to get "nickel & dimed" to death with transaction and management fees

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