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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.

Evaluate Impact: Introducing the Financial Education Evaluation Toolkit

November 27, 2018

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.

Exhibitor Series

#Friday Follow – AFCPE welcomes Summer Red to our team!

November 23, 2018

Meet our new Professional Development Manager, Summer Red, AFC®


Exploring Innovation and Financial Inclusion in the Credit Industry


November 16, 2018

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.

We Value You!


November 13, 2018

Imagine a work environment where you can share with your colleagues, learn from each other’s experiences, and use that shared knowledge to be a more effective financial professional. A place where your knowledge is valued, a place where employees build each other up, and a place where learning is valued: that is the environment I strive to create.

#FridayFollow: Rising Up for Financial Literacy

Financial Counseling

November 09, 2018

Interview with Ana Gonzalez Ribeiro, MBA, AFC®


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