Finance Programs

The Certified Credit and Financial Health Counselor course bundle takes a holistic approach to financial and credit counseling. You will learn practical financial knowledge and effective counseling techniques to help your clients considerably improve their financial well-being.

This course equips you with the knowledge and strategic approach needed to pass the Securities Industry Essentials® (SIE®) Exam, a critical Financial Industry Regulatory Authority (FINRA) qualification exam. During this comprehensive training, you will learn essential industry concepts like suitability requirements, customer accounts, trading practices, regulatory frameworks, and much more.

This online course prepares career coaches for the NACCC's advanced Financial and Career Coach certification.

Becoming a Certified Credit Counselor shows clients that you hold the financial knowledge and counseling techniques needed to teach them how to improve their financial well-being.

Many adults turn to a financial counselor for guidance when they need to improve their finances. In this course, you will learn credit counseling and financial assessment techniques, key aspects needed to earn the designation of "Certified Financial Health Counselor".

This course will train you for a career as a certified student loan counselor or specialist. You will learn how to counsel clients on borrowing, repayment, discharge, and curing default.