Our Mission: To ensure the highest level of knowledge, skill and integrity of the personal finance profession by certifying, connecting and supporting diverse and capable professionals who serve communities worldwide.
Our Vision: A future where all people — regardless of income or background — are empowered to achieve lasting financial well-being through the highest standards of financial counseling, coaching and education.
For 35 years, AFCPE has set the highest standards for the field of financial counseling and education. We have worked with the government, the military and a wide range of agencies to set policy. We collaborate with partners that share our values and our vision for the future. Our constituents are instrumental in everything we do. Today, our nonprofit organization continues to set the standard for financial counseling, coaching and education.
We set the standard for:
- Best Practices
- Career Advancement
- Ethical Behavior
- Information Sharing
- Personal Finance Education
- Rigorous Certification
Our Proven Process
At AFCPE we meet you where you are. Our goal is to support YOU - the professionals who provide day-to-day counseling and coaching services to help individuals and families reach financial security through education, information, tools and resources. At AFCPE, we:
- Listen: We get to know you and your why. We'll ask you about your work, your background and your goals.
Where are you now and where do you want to go?
- Guide: We present you with tailored options based on your unique needs and goals and make recommendations
to help you decide the best fit for you.
- Support: Most importantly, we support you along your professional journey - with education, resources, and people
who are committed to a common vision.
- Connect: We connect you to our membership community, training or certification programs, news and research, or
to professionals and subject matter experts.
- AFC® — Accredited Financial Counselor®
- AFCC® — Accredited Financial Counselor Canada
- CHC® — Certified Housing Counselor
- FFC™ — Financial Fitness Coach
- APFC™ — Accredited Personal Financial Coach
AFCPE® Certified Professionals Worldwide
Educators, researchers, counselors, military, coaches, and more.
AFCPE® is the ultimate resource for members seeking to remain relevant in the personal finance profession.
AFCPE Staff and Board of Directors
Setting the strategic direction to support our professionals and the field.
Publications and Resources for Members
Including our semi-annual research journal, our quarterly newsletter and our Monthly Minute e-newsletter.
2017 AFCPE Year In Review
At AFCPE® we are setting a standard, the standard.
We are teaching our financial professionals to use education and empathy to affect long-term change. Not just because it’s the best thing to do, but because it’s the right thing to do.
It’s right to demand professionalism and excellence for all people, not just those with wealth.
It’s right to commit to a higher level of knowledge because each person is unique and deserves a customized financial solution.
It’s right to care about our clients and our communities, and to use our expertise to help them reach life goals and expand opportunities.
It’s right to be forward-thinking, to be focused and compassionate, to make a different not just in dollars and cents, but in people’s lives.
At AFCPE® we are setting the standard, because it’s what we are inspired to do.
Download our Annual Report: 2017 AFCPE Year in Review
AFCPE Strategic Report 2016
The impact of the AFCPE professional goes beyond empowering and educating students and clients. Your work has a profound influence on individual lives, creating a ripple effect that impacts our collective culture. In this way, each one of us can claim the title, "change agent." Because, together, we are creating a shift in this country around financial security and capability, particularly for the underserved and vulnerable populations.
I invite you to join us as we initiate this movement for social change. Help us to build and strengthen a continuum of care across the field with financial professionals and other partners who believe that all consumers deserve access to the highest standards of professionalism. Continue to advocate for comprehensive standards and create awareness for the value of the AFC in your areas of influence.
Together, we will launch into next year well-equipped to continue our visionary work - to improve the professionalism of our field and ensure financial security for all people.
Executive Director, AFCPE
AFCPE Overview and Impact
Download the flyer at left to learn more about AFCPE's mission, vision and impact.
AFCPE is proud to partner with many outstanding organizations who recognize our commitment to setting the standard in the field of financial counseling, coaching and education. Help us expand our impact. Please contact Rebecca Wiggins, AFCPE Executive Director.
Let us connect you with an AFC® (Accredited Financial Counselor®) to be an expert source for your article or news story. Please contact Rachael DeLeon, AFCPE Communications Director.
AFC’s are trained to provide a complete continuum of care – regardless of your financial history or current financial status. They will help you uncover the healthy money habits and behaviors that can lead to financial freedom. Find an AFC.
For AFC® Certified Professionals:
Sharing the value of your certification and AFCPE benefits you and those whom you serve. You can do this simply by adding the AFC to your name - in your signature, on your social media accounts, etc. and joing the conversation! By lending your voice, you create awareness and recognition which allows us to expand our impact and create access to the highest quality of financial counseling, coaching and education. Download the Communication Kit to learn how you can get involved.