The Candidate

Who should pursue the CPFinCap?

Financial Capability is a rising profession that envelopes a broad variety of sectors, organizations, job roles, duties, focus areas and intended outcomes. The easiest way to determine if your role is encompassed in the Financial Capability profession, ask yourself:

“Do I help others in my community move from Financial Crisis to a better place in their ‘financial story?’”

If the answer is yes, then you are a Financial Capability practitioner. Even if you do not answer to that title. Even if your business card or e-mail autosignature read differently. All who serve the needs of low- to moderate-income households and individuals in communities across the United States are part of the emerging Financial Capability profession.

A Financial Capability practitioner who chooses to pursue the CPFinCap is known as a CPFinCap Candidate.

Financial Capability practitioners serve with, through and alongside organizations that represent:

  • Non-Profit Organizations, serving at the national, regional, state, city and community levels
  • Banks
  • Credit Unions
  • Community Development Financial Institutions (CDFIs)
  • Government agencies, serving at the federal, regional, state, city and community levels
  • Academia at all levels
  • For-Profit Corporations
  • Entrepreneurial Organizations
  • Chambers of Commerce
  • Community Development Corporations
  • Other practitioners and community developers of all kinds
WHO: If you help low- to moderate-income people tise from financial crisis, CPFinCap is designed for you!

Together, the entire community plays a role in serving those who need and deserve your guidance and support the most.

What are the Pre-Requisites for pursuing the CPFinCap?

The Institute for Financial Capability strongly recommends that Candidates possess a minimum of 1 – 2 years of practical experience in a professional field related to Financial Capability. The Institute also recommends that a Candidate possess a four-year bachelor’s degree from an accredited academic institution of higher learning.

Read more to learn about the who, what, when, where, why and how of the CPFinCap.