The Certificant

At the conclusion of the Certification window, each Candidate will have earned a total rating based upon their engagement and performance within the Cohort. These ratings will equate to the earned achievements noted below:

0 – 19 rating – not achieving the CPFInCap; eligible for second attempt at a reduced rate from the full registration amount;

20 – 29 rating – achieved the Certified Practitioner in Financial Capability designation;

30 – 36 rating – achieved the Certified Master Practitioner in Financial Capability designation; this designation is an elevated version of the certification that will be difficult to attain, and will require additional effort to maintain through CLU attainment.

What about continuous learning after attaining the CPFinCap?

As a Candidate becomes a Certificant, they will be required to maintain their CPFinCap through the attainment of Continuous Learning Units, or CLUs. The process for earning and tracking CLUs for each Certificant is designed to promote a mindset and practice of continuous learning, with a level of trust provided to the Certificant through their ethical commitment to the profession that they will faithfully maintain their practice of ongoing professional development.

The CLU requirements for Certificants will be as follows:

CPFinCap – 18 CLUs (1 credit equates to one hour of structured learning activity) annually

CMPFinCap – 24 CLUs (1 credit equates to one hour of structured learning activity) annually