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Indiana Instructions for Filing a Certificate of Completion of a Personal Financial Management Course

State:
Indiana
Control #:
IN-BANK-RULES
Format:
PDF
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Instructions for Filing a Certificate of Completion of a Personal Financial Management Course

Indiana Instructions for Filing a Certificate of Completion of a Personal Financial Management Course are used by students who have completed a state-approved course in financial literacy or personal financial management. There are two types of Indiana Instructions for Filing a Certificate of Completion of a Personal Financial Management Course: 1. Online Instruction: This type of filing is available to students who have completed an online course in financial literacy or personal financial management. The student must provide proof of course completion to the Indiana Department of Financial Institutions (DFI) in order to receive the certificate. The student must submit a copy of the course completion certificate, along with the appropriate filing fee, to the DFI. 2. In-Person Instruction: This type of filing is available to students who have completed an in-person course in financial literacy or personal financial management. The student must provide proof of course completion to the DFI in order to receive the certificate. The student must also submit the appropriate filing fee to the DFI. In both cases, the student must provide proof of completion, such as an official transcript, to the DFI in order to receive the certificate. Once the filing fee and proof of completion have been submitted, the DFI will issue a Certificate of Completion of a Personal Financial Management Course. The Certificate must then be presented to the student's financial institution in order to obtain credit for the course.

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Indiana Instructions for Filing a Certificate of Completion of a Personal Financial Management Course