MoneyMinding® - Results Beyond the Box



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Continuing Professional Education
Credit
Information



Accumulate Credits for Industry Accreditation

MoneyMinding International is proud to partner with recognized industry accreditors to offer Financial Professionals continuing education (CE) credits towards their licensing requirements.

Because MoneyMinding programs are applicable cross borders for different financial disciplines and in different jurisdictions, this page was designed to provide background information for presentation to your licensing authority if required. 

All MoneyMinding programs are delivered using a revolutionary lifestyle approach to personal finance which was developed by Tracy Piercy, a CFP professional and industry veteran since 1991. Tracy is an expert in applied behavioral finance and financial literacy as it relates to day-to-day financial decision-making, which is the basis of the MoneyMinding Methodology.

Tracy Piercy, CFP®

Acceditation Bodies Granting MoneyMinding Programs:
» The Institute for Advanced Financial Education

Additional Information:
» Practice Guidelines for Financial Advisors and Planners

After program completion, MoneyMinding provides participants with a certificate of completion, which includes program educational / licensing criteria.
View sample here

To see a current listing of MoneyMinding programs, visit our courses online.














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