Resource Center: News & Publications

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.


Cash or No Cash?

November 09, 2016

Is a world without cash a horror scenario or the future?

Personal Finance


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...

Personal Finance, Financial Education


#IamAFCPE, You are AFCPE®, We are AFCPE

Symposium, #IamAFCPE, General, Financial Education

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 Education, Financial Coaching

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"

Symposium

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,...


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