Resource Center: News & Publications

The AFCPE® Blog

The AFCPE Blog is designed to provide new and insightful personal finance information for financial professionals – information that can be shared with both clients and consumers and provides new insights into education and practice.


AFCPE Strategic Report 2016

Symposium, #IamAFCPE, General

November 28, 2016

"Together, we will launch into next year well-equipped to continue our visionary work - to improve the professionalism of our field and ensure financial security for all people."


Cash or No Cash?

November 09, 2016

Is a world without cash a horror scenario or the future?

Personal Finance


Starting A Client Conversation: It Doesn’t Begin with Finance

October 17, 2016

Personal financial can be a touchy issue for many individuals. By putting ourselves “in our client's shoes,” we open our perspective and create a gateway to a successful client financial counseling interaction...

Financial Education, Personal Finance


#IamAFCPE, You are AFCPE®, We are AFCPE

Symposium, Financial Education, #IamAFCPE, General

September 30, 2016

“Never doubt that a small group of thoughtful, committed, citizens can change the world. Indeed, it is the only thing that ever has.” ― Margaret Mead The theme of the 2016 AFCPE Symposium, November...


Professionalizing the Field of Financial Coaching

Financial Coaching, Financial Education

September 14, 2016

A Reflection on Where We've Come. A Glimpse at Where We're Going. A Shared Mission Financial Coaches Must Be Financial Experts. All consumers, regardless of income or background, deserve access to...


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