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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.


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...


AFCPE Membership Spotlight: Linda Jacob, AFC®, CFP®

#IamAFCPE, General, Financial Education

July 27, 2016

Linda Jacob was an inaugural recipient of the FINRA Foundation Military Spouse Fellowship back in 2006. After years working in various banking positions, she recognized that her true passion was...


Are your personal finances TOP SECRET?

Estate Planning, Financial Education

July 21, 2016

Recently, I attended a funeral for a much-loved, elderly friend. He adored his wife and spoiled her every day. Throughout their marriage, he took care of the bills, handled their portfolio, and...


Advice for (Accidental) Landlords

Housing, Military, Financial Education

July 06, 2016

For many military families, summertime means moving time. With the approach of a PCS, you may find yourself faced with decisions about what to do with the home you have purchased at your current...


AFCPE MEMBERSHIP SPOTLIGHT: Don Blandin

#IamAFCPE, General, Saving, Financial Education

June 29, 2016

As President and CEO of the Investor Protection Trust and the Investor Protection Institute, Don Blandin is passionate about investor education and protection. He has worked on programs that...


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