Who We Are. What We Do. Why It Matters.
Get to know our mission, vision, values, and the people committed to setting the standard in financial counseling.
To educate and equip personal finance professionals to impact their communities.
Everything we do flows from our commitment to equipping professionals with the credentials, knowledge, and community they need to change lives.
AFC® Certification
The AFC is the only NCCA-accredited financial counseling credential rooted in academic research and built for real-world practice across every sector.
AFCPE Membership
Our membership includes but is not limited to financial counselors, researchers, military, nonprofit, and academia who live our mission everyday.
AFCPE Education
We offer individual and group learning through our Essentials courses, flexible certification study paths, live events and on-demand webinars.
AFCPE Impact
We support nonprofit, bank and credit union, private practice, higher education, military, and government professionals. See the difference they’re making.
Financial well-being for all.
Our vision for the future is grounded in where we’ve been. AFCPE has worked with practitioners, government, military, and a wide range of agencies to shape how we lead the financial counseling industry forward.
AFCPE Formally Established
First Volume of The Journal of Financial Counseling and Planning (JFCP) Published
FINRA Foundation Military Spouse Fellowship Launched
Over 2,300 AFC professionals and over 2,200 AFCPE Members
What guides every decision we make.
Our values are aspirational, practical, and sustainable. They show up in the work our AFC professionals, members, and extended community do every day.
Excellence
We set the standard for the profession, and raise the bar, to meet changing needs.
Impact
We believe financial education and resources should be accessible to all people.
Integrity
We establish policies and practices to ensure that we are trusted advocates in our communities.
Empathy
We ensure that the AFC credential and our educational resources help professionals see the people behind the numbers.
Service
We cultivate a spirit of collaboration in our programs and people.
Let's Make Mission Moments Together.
Whether it’s pursuing certification, empowering yourself and others with financial education, being part of our membership community, attending Symposium, or partnering with us, we want to hear from you.
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