Financial
Counseling and Planning
The Journal of the
Association for Financial
Counseling and
Planning Education
Volume 15(2),
2004
Accredited Financial
Counselor: The State of the Designation
Mark D. Oleson, Robert B. Nielsen and Todd Martin
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 character istics 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