WEBVTT

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Welcome to the AFCPE Money Management Essentials 
Micro-credential. We are excited for you as

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you begin this journey to enhance your Money 
Management knowledge and skills. This system

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offers an interactive learning experience that 
helps you optimize your studies and provide

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the most efficient path to earning your 
Money Management Essentials digital badge.

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When you first log-in, you will be taken to your 
Home page. This is your main hub for content,

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quizzes, and information. At the top of the page, 
you’ll see the main navigation bar. You’ll be able

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to return to this Home page at any time, as well 
as check in on your current progress through the

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program using the “My Progress” view. Also 
in this bar you’ll find a search function,

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which helps you quickly navigate to specific 
topics, and then lastly, your account information.

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Looking further down the page below 
the welcome message, you’ll see the

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nine different learning content cards:
Set the Stage & Gather Client Information,

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Assist the Client in Creating an Action Plan, 
Educate Client on Personal Financial Planning

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Tools, Assist Client to Manage Money, Taxes, and 
Employment, Educate Client about Credit & Debt,

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Educate Client about Major Acquisitions, Educate 
Client on How to Manage Financial Risks, Discuss

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Investment Fundamentals with the Client, and, 
Educate Client on Retirement & Estate Planning

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On each card, you’ll see a purple “Get 
Started” button. This button will take

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you to the interactive reading material, and 
we’ll explore that more in just a minute.

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Below that button you’ll see a white “Take 
Quiz” button, which will take you to the quiz

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for that module. You can change your home 
page layout between the default grid view,

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and a list view at any time by toggling between 
the two buttons below the welcome message.

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Also on this page, you’ll see a purple navigation 
panel on the right-hand side. Here you’ll find

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helpful tools like a glossary, which gives you 
access to key terms and definitions using the

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alphabetical chooser or search option, as well 
as a resource center which includes additional

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tools and resources to aid in your studies.
You’ll also see a purple “Take Final Test”

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button. This button will take you through to 
the final test to earn your micro-credential.

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While you can take this test as many 
times as you need to pass, we strongly

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recommend completing all of the reading and 
quizzes before you attempt this final test.

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Now that you’ve oriented yourself to the 
main home page, let’s explore a module. When

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you click “Get Started” you’ll enter the online 
reading experience. The online reading material

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provides an interactive experience where you 
can explore and study the content in each area.

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Once you’ve completed the reading, it’s time to 
take the quiz. You can find the quiz either at

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the end of your reading material or by 
clicking the “Take the Quiz” button on

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the content card on the Home page.
After you’ve completed all of the

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reading content and quizzes, now it’s time 
to take the final test! The final test is 25

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questions and will test your comprehension 
of the content across all nine modules.

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By utilizing all the tools available in the 
Money Management Essentials micro-credential,

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we’re confident you’ll be prepared to pass 
your final test and earn your digital badge!

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We hope you’ve enjoyed the overview 
and best of luck with your studies!