The Next Level of Financial Education Standards

The CEC certification marks professionals who have met the high standards of competency and ethics established and enforced by F3E along with those who have the ability to provide the public with financial education. The Certified Educational Consultant, or CEC, is offered through the Foundation for Financial Education, a 501(c)(3) national nonprofit.

A Certified Educational Consultant, CEC, is a designation awarded to individual educators who have:

  • Complete rigorous multi-day in-person training at one of our nationwide training facilities.
  • Minimum 10 years Consulting/teaching experience or relevant graduate/doctoral degree.
  • Business office reviewed for best practices implementation.
  • Strong history and willingness for community outreach demonstrated.
  • Exemplify highest standards of ethics and excellence of achievement in relevant industries.
  • Each CEC Designee must be nominated and approved by Board of Directors

Each CEC must renew their designation each year through the following actions:

  • 10 hours of approved CEC Monthly Training Webinars.
  • Member of National Ethics Bureau or AA membership standards for Better Business Bureau
  • Minimum of 24 hours of Continuing Education in related fields
  • Exemplify highest standards of client service and educational outreach within community

Exposing the dangers in retirement planning & guiding to achieve 3 primary goals: maximize income, minimize taxation, & structure an efficient estate plan

See how the nonprofit difference is changing the landscape of financial education


Delivery of the Highest Standard for Financial Education


Protection of the Public from Financial Misinformation


Guidance through Education not Sales Pitches


Maintenance of Appropriate Records to Support Recommendations

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