Who We Are. What We Do. Why It Matters.
AFCPE® is a member-driven nonprofit and a nationally recognized leader in financial counseling, coaching, and education connecting a diverse community of professionals united by a common purpose: improving financial well-being for ALL.
For over 40 years, we have set the standard for the profession supporting practitioners, educators, researchers, and advocates who serve individuals and families every day. Read on to learn how we do it.
Our Mission
To advance the financial counseling and education profession and positively impact the financial well-being of ALL people by investing in our members, upholding the highest standards of financial education, and championing the AFC® designation as the mark of excellence in the field.
Our Vision
A future where a diverse, member-driven community of practitioners, educators, researchers, and advocates across government, military, nonprofit, and beyond ensures equitable access to high-quality financial counseling, coaching, and education for the individuals and families they serve.
Our Values
We are committed to excellence in all we do, driven by a belief in equity and access for every community. We grow through collaboration, stronger together across disciplines and sectors, measuring success by the real-world impact we create. We are guided by integrity and the ethical practice our profession demands.
Our Mission in Action:
Certification, Education, Membership and Symposium
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 Education
We offer individual and group learning through our Essentials courses, flexible certification study paths, live events and on-demand webinars.
AFCPE Membership
Our membership includes but is not limited to financial counselors, researchers, military, nonprofit, and academia who live our mission everyday.
AFCPE Symposium
Each year, 800+ financial counselors, educators, researchers, and diverse leaders gather to share insights, strengthen bonds, and gain tools to impact community change.
Our Vision in Context:
Over 40 Years of Setting the Standard
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.
A Snapshot of Our History:
- 1983: AFCPE formally established
- 1990: First volume of JFCP published
- 1992: AFC® certification program established
- 2006: FINRA Foundation Military Spouse Fellowship launched
- 2015: AFC earns NCCA accreditation
- Today: Over 3,000 AFC professionals and nearly 2,000 members. Growing stronger
And yet, we have all arrived at the same place, which is here, part of the AFCPE community."
Our Values in Practice:
See the Impact We Create Together
Our values are aspirational, practical, and sustainable. They show up in the work our AFC professionals, members, and extended community do every day.
Our Impact
See our impact firsthand through our stories and programs, and find your place in our mission.
Case Studies
From capacity building programs to the impact of the AFC, our case studies show our values in action.
Annual Report
A year-in-review of the milestones that mark our progress toward a more financially equitable future.
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.
Find an AFC
AFC professionals are trained to meet clients wherever they are. Find an Accredited Financial Counselor® near you or in your community.
Let's Work Together
AFCPE partners with organizations that share our commitment to financial wellness. Let’s grow the movement side by side.
Find a Media Source
Our network of practitioners and educators is available for interviews, press features, and media inquiries. We’d love to tell the story together.
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