Welcome to the AFCPE Money Management Essentials Micro-credential. We are excited for you as
you begin this journey to enhance your Money Management knowledge and skills. This system
offers an interactive learning experience that helps you optimize your studies and provide
the most efficient path to earning your Money Management Essentials digital badge.
When you first log-in, you will be taken to your Home page. This is your main hub for content,
quizzes, and information. At the top of the page, you’ll see the main navigation bar. You’ll be able
to return to this Home page at any time, as well as check in on your current progress through the
program using the “My Progress” view. Also in this bar you’ll find a search function,
which helps you quickly navigate to specific topics, and then lastly, your account information.
Looking further down the page below the welcome message, you’ll see the
nine different learning content cards: Set the Stage & Gather Client Information,
Assist the Client in Creating an Action Plan, Educate Client on Personal Financial Planning
Tools, Assist Client to Manage Money, Taxes, and Employment, Educate Client about Credit & Debt,
Educate Client about Major Acquisitions, Educate Client on How to Manage Financial Risks, Discuss
Investment Fundamentals with the Client, and, Educate Client on Retirement & Estate Planning
On each card, you’ll see a purple “Get Started” button. This button will take
you to the interactive reading material, and we’ll explore that more in just a minute.
Below that button you’ll see a white “Take Quiz” button, which will take you to the quiz
for that module. You can change your home page layout between the default grid view,
and a list view at any time by toggling between the two buttons below the welcome message.
Also on this page, you’ll see a purple navigation panel on the right-hand side. Here you’ll find
helpful tools like a glossary, which gives you access to key terms and definitions using the
alphabetical chooser or search option, as well as a resource center which includes additional
tools and resources to aid in your studies. You’ll also see a purple “Take Final Test”
button. This button will take you through to the final test to earn your micro-credential.
While you can take this test as many times as you need to pass, we strongly
recommend completing all of the reading and quizzes before you attempt this final test.
Now that you’ve oriented yourself to the main home page, let’s explore a module. When
you click “Get Started” you’ll enter the online reading experience. The online reading material
provides an interactive experience where you can explore and study the content in each area.
Once you’ve completed the reading, it’s time to take the quiz. You can find the quiz either at
the end of your reading material or by clicking the “Take the Quiz” button on
the content card on the Home page. After you’ve completed all of the
reading content and quizzes, now it’s time to take the final test! The final test is 25
questions and will test your comprehension of the content across all nine modules.
By utilizing all the tools available in the Money Management Essentials micro-credential,
we’re confident you’ll be prepared to pass your final test and earn your digital badge!
We hope you’ve enjoyed the overview and best of luck with your studies!