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.

1-2-3 Steps to a Dynamic Workshop

August 15, 2018

"I encourage you to use the 1-2-3 technique to create your next presentation...its simplicity makes the composition of your workshop just as satisfying as the delivery itself."

Financial Education

#FridayFollow - An Advocate for This Work

August 10, 2018

"The coaching relationship is not about you, it is always about the client, leave your bias/judgment at the door." #FridayFollow with Viviana Ramos, AFC®


#FridayFollow – Having less ≠ deserving less.

Financial Coaching

August 03, 2018

“My life journey has always been to make my corner of the world a better place”.

#IamAFCPE, FridayFollow

#Friday Follow – Coaching from the Heart

Financial Coaching

July 27, 2018

Interview with Kristy Tubbs, AFC®, FFC®, AFCPE® Member

Member Spotlight, #IamAFCPE, Personal Finance, FridayFollow

#FridayFollow - Remembering your Life Dreams

July 20, 2018

In a world where most of us “wear several hats,” we often lose sight of ourselves and our dreams. As an Accredited Financial Counselor® (AFC®), Walter Morris, is passionate about helping his clients dream again.


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