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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.


Short term goals and their significance to your entire budget

Budget, General, Financial Education

November 02, 2015

"If you fail to plan, you are planning to fail." -Benjamin Franklin What is it about that quote that makes planners smile and, well, the rest of us cringe. I am not a person who considers myself a...


One of the Most Important Counseling Questions You’ll Ever Ask

Symposium, General, Financial Education

October 29, 2015

If you had to pick just one counseling question as the most important question you ask someone you’re trying to help – the granddaddy of them all, the big kahuna, the…number…one  – what would it...


Kids and Money

Budget, General, Financial Education

October 19, 2015

From the early years and beyond children should be taught these two truisms: Money does not grow on trees AND You don’t earn money just for breathing! Making money requires work. Keep in mind...


2015 AFCPE Symposium: 15 Reasons to *Learn *Share *Grow

Symposium, General, Financial Education

September 30, 2015

Each November financial professionals from all over the country come together for a professional development opportunity that is unlike any other in our field. With attendees representing financial...


AFCPE® Membership Spotlight: Susan Schroeder, AFC®

#IamAFCPE, Symposium, General, Financial Education

September 29, 2015

Susan Schroeder, AFC® strongly believes that financial empowerment interventions enable people to move forward and achieve financial well-being. For 10 years, she has focused her passion on...


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