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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.


Happy Change-Making!

Financial Coaching

November 08, 2017

Financial coaches deserve the same level of support that they provide to their customers every day.

Exhibitor Series, #BridgingtheGap


Casting a Net Gain for Law Students

Financial Education

November 07, 2017

We’ve all heard the old adage: give a man a fish, and he’ll eat for a day, but teach a man to fish, and he’ll never be hungry again. It was with that in mind that MAX by AccessLex® was designed, to be a sort of personal finance bait and tackle box, if you will. A first-of-its-kind comprehensive, innovative and effective financial education program created expressly for law students. With its in-depth curriculum and multi-faceted approach, MAX was built to drive the knowledge gain and behavior change essential to making sound financial decisions while in school — and in life.

Exhibitor Series, #BridgingtheGap


Bridging the Gap through Credit Building

Credit

November 06, 2017

A good credit history is crucial in today’s economy. Far more than just a number, a good credit score is a prerequisite for everyday financial services like a low-cost credit card, a bank account or car loan.

Exhibitor Series, #BridgingtheGap


Investor Education & Protection: Starting The Critical Conversation about Retirement in Your Community

Retirement, Financial Education

October 25, 2017

Facilitate the Conversation! Download our discussion guide to host a When I'm 65 screening in your community. We make the process easy - outlining what you need, how to prepare, and discussion questions to ask to drive conversation and a call to action.

Financial Education


When Finances Become the Battlefield

Communication

October 23, 2017

Every day you are faced with countless decisions affecting your finances. As an individual, you must be aware of your own financial decisions, but as a married couple, you must also be mindful of the financial decisions your spouse makes as well. In a marriage, a spouse can be the greatest asset or the greatest barrier to financial freedom.

Personal Finance


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