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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.

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

General, Symposium, Financial Education, #IamAFCPE

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...

Top Tips from the AFCPE "Twitter Queens"


August 31, 2016

How to Make the Most of Your #AFCPE16 Experience Whether it’s your first AFCPE® Symposium or your 26th AFCPE Symposium (à la Dr. Barbara O’Neill), we guarantee you will walk away with new ideas,...

Free: A Financial Counselor's Favorite Price

Saving, Financial Education

August 24, 2016

Client Support When working with clients in a classroom setting or during a one-on-one session, it’s great to have tools and resources available to help support them in their journey toward their...

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