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.
Incorporating empirically-based curriculum and programming is simply best-practice. It’s not time or cost effective to do something simply because we think it works. Offer programming that you have evidence will produce positive results for your clients. This will ultimately attract new clients and retain existing clients.
Interview with Edna Forero, AFC®, FFC®
When you teach personal finance, how do you know if the lessons are really sinking in? There is an added challenge when you teach adult and nontraditional learners in that you often don’t know participants’ level of financial literacy beforehand and, unless you follow up afterwards, there’s no way of measuring whether they learned anything or — the real point — if they changed any of their financial behaviors for the better after the program.
Meet our new Professional Development Manager, Summer Red, AFC®
A good credit history is crucial in today’s economy. Yet, 26 million Americans are “credit invisible,” meaning that they do not have any credit history with the three main credit reporting bureaus.