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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.

Values Matter

General, Financial Education

November 04, 2015

Whether working with clients or simply your own family’s budget, one of the first things you need to look at are values. Each person has a set of values. defines values as: “relative...

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...

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