The Center for Financial Responsibility Personal Financial Literacy Certification verifies individuals possess the ability to successfully navigate vital monetary decisions which affect both their personal and professional lives. The certification validates the knowledge and skills pertaining to credit cards, loans, retirement, investments and mortgages. Those who earn the certification are more qualified and prepared to make informed financial choices, perform better in the workplace and achieve long-term financial success, no matter what job they choose.

Personal Financial Literacy Certification

Center for Financial Responsibility

Certificate

No description available.

Format

Hybrid

Eligibility Calculator

Which aid programs apply to this program?

Record Quality Eligibility Calculators

Skills & Competencies

Skills developed through this program

Auto-populatedfrom O*NET via SOC 13-2011.00

Skills

Reading ComprehensionCritical ThinkingActive ListeningSpeakingJudgment and Decision MakingWritingComplex Problem SolvingMonitoring

Knowledge

Economics and AccountingEnglish LanguageMathematicsAdministration and ManagementCustomer and Personal Service

Abilities

Oral ComprehensionWritten ComprehensionOral ExpressionWritten ExpressionProblem SensitivityDeductive ReasoningInductive ReasoningNear VisionInformation OrderingMathematical Reasoning

Tasks

Prepare detailed reports on audit findings.
Report to management about asset utilization and audit results, and recommend changes in operations
Collect and analyze data to detect deficient controls, duplicated effort, extravagance, fraud, or no

Technology

Tax preparation softwareEnterprise resource planning ERP softwareCompliance softwareFinancial analysis softwareAccounting software

Tools

10-key calculatorsComputer data input scannersDesktop computersLaptop computersLaser facsimile machinesNotebook computersPersonal computersPersonal digital assistants PDAPhotocopying equipmentScannersTablet computers

Work Values

AchievementIndependenceRecognitionRelationshipsSupportWorking Conditions

Career Pathways

Occupations this program prepares you for

Accountants and Auditors13-2011.00

Program Pathways

Credentials this program stacks toward

No program pathways.

What You'll Learn

Key competencies developed through this program

Auto-populatedfrom NSX Competency Framework

Mastery: developing (Level 2)(based on Certificate)

Multiple audit areas on a routine engagement — execute with reduced manager oversight.
Account reconciliations across the close — own and resolve in a private-company setting.
Common tax provisions and adjustments — calculate and document on standard returns.
Audit findings and exceptions — identify, document, and propose adjustments.
Junior staff on assigned sections — review and coach during fieldwork.
Client requests and follow-ups — manage on a routine engagement with manager visibility.
Internal control testing — design and execute for assigned cycles.
GAAP/IFRS treatment on familiar transactions — apply correctly with manager review.
Engagement budgets — track and flag overruns on assigned sections.
Standard reports and management letters — draft for partner review.

Program Details

Detailed information about this program

Requirements

What you need to earn this credential

No requirements listed.

Financial Aid

Eligible funding programs

No funding information available.

Scholarships

No scholarships listed.

Some details on this page are auto-populated from public workforce data sources: O*NET (opens in new tab), BLS (opens in new tab), College Scorecard (opens in new tab), DOL Training Provider Results (opens in new tab), NSX (opens in new tab). Provided in partnership with LER.me Career Intelligence.