Registration – Personal Financial Management Certification Program

If you have been provided with an access code, please choose "Sign Up as an Individual."

While it has been our pleasure to offer this program and see the community grow, we have decided to discontinue new CPFM certifications effective immediately.

What does this mean for you?

The CPFM certification is not going away, nor is its value being diminished in any way. We will continue to administer the CEU process to allow you to stay current on your financial education mastery and maintain your certification indefinitely.

This change does, however, affect new users and those who have not yet completed the exam in the following ways:

  • New users are no longer being accepted into the program, effective immediately.
  • Current users who have not yet completed the exam must do so by July 31, 2017, to allow time for retesting, if necessary.