Understanding the various types of financial designations and certifications can help you determine the right advisor for you and your financial needs. If you need financial help, a CFEd has at least three years of experience in the industry to help you address some of your financial concerns.Īdditionally, before you partner with a CFEd, you’ll want to understand the difference between a CFEd and other financial advisors. Once the applicant successfully passes the CFEd exam, they will receive the CFEd designation.Ĭertified Financial Educator (CFEd) Continuing EducationĪ CFEd can help you enhance your financial literacy in a variety of areas including developing a budget. They can also assist in advising on how to handle the inheritance of a large sum of money. All applicants must use these materials to prepare for the CFEd 160-question exam. Upon the approval of the application and completion of payment, the Heathland Institute will send study materials. If the applicant meets these requirements, they will then have to apply for the designation. They must also have the willingness to train and educate others on financial topics. Additionally, applicants must be in good standing with all federal and state regulators. To earn the CFEd designation applicants must have a minimum of three years of experience in the financial services industry and experience teaching adult learners. Through the Heartland of Financial Education Institute, applicants can receive this designation to educate other professionals on topics related to the financial industry.Ĭertified Financial Educator (CFEd) Qualifications What is a Certified Financial Educator (CFEd)?Ī Certified Financial Educator (CFEd) is a financial professional who has knowledge of the financial services industry and teaches on the subject. Read on to discover how a CFEd can help you better understand your financial situation. However, financial professionals who hold the Certified Financial Educator (CFEd) designation communicate complex financial ideas in simple, understandable terms. If he’s not behind his desk working to fight financial illiteracy, he is typically enjoying nature on a hiking trail or tending to his garden.The world of finance is often challenging for many consumers. He spends his time taking in the combination of Pacific Northwest and island-style life while playing some of the most gorgeous golf courses in the United States. Tourists come from around the world to visit his city, but he gets to call it home. He now lives in Anacortes, Washington, which he absolutely adores. He received a bachelor’s degree in business from California State University, Sacramento as one of the first members of a community college extension program. If your goal is to protect your money through retirement to guarantee the quality of life you’re accustomed to, why risk it?Ĭhris grew up in Southern California and moved to Northern California as a teenager. He believes in tried-and-true allocation of resources and shepherding clients down the proper path with an emphasis on pushing toward a specific goal. That’s why he has no desire to be a salesman. Chris views the current market as predatory, filled with salespeople and advice that tends to be misleading or risky. He’s driven by his love for learning, and his understanding of the educational process has turned him into an incredible teacher to anyone who craves answers. Chris is a big personality and a veteran in the financial education industry.
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