WHY WE DO WHAT WE DO
At the Association for Financial Counseling & Planning Education® (AFCPE®) our mission is 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.
We believe in 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.
Educators, researchers, and practitioners working in private practice, government, military, nonprofit, banks/credit unions, academia, & more.
Leading-edge Publications and Resources
Including our semi-annual research journal, our quarterly newsletter and our Monthly Minute e-newsletter.
For over 30 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.
The birth of an organizationFirst Financial Counseling and Planning Consortium held
Sherman Hanna, Ph.D. founding editor of Journal of Financial Counseling and Planning (JFCP)
The StandardAFCPE unveils new brand identity including the renaming of the newsletter to The Standard
1st year of the FINRA Foundation Military Spouse Fellowship ProgramEarn the AFC® credential, increase career opportunities, and positively impact the financial security of their military communities
Accredited Financial Counsellor Canada (AFCC)AFCPE contracts with the Ontario Association of Credit Counselling Services to offer the Accredited Financial Counsellor Canada (AFCC)
Fran Lawrence becomes Editor of JFCPFran Lawrence becomes Editor of Journal of Financial Counseling and Planning Education
AFCPE® and FPA sign Memorandum of Understanding for partnershipStart monthly FPA Connect webinars for financial counseling
First presentation of the Mary O’Neill Financial Education AwardThe award was given to Nancy Porter, Colorado State University & Laurel Kubin, AFC®, Colorado State University Extension for using Pocket Trackers in the Colorado Small Steps to Health and Wealth (SSHW)
AFCPE® and Sage Financial Solutions Partner for Standardized Financial Coaching ProgramsSee the Press Release here
CFPB National Financial Coaching ProjectRequires AFC® designation Read More Here
State Employees’ Credit Union (SECU) begins certifying employees with the Accredited Financial Counselor (AFC®) designationRead The Press Release Here
AFC® Earns NCCA AccreditationAFCPE earned NCCA accreditation for the AFC®, demonstrating the program's compliance with NCCA standards. Since 1977, the NCCA (accrediting body of the Institute for Credentialing Excellence) has been accrediting certifying programs based on the highest quality standards in professional certification to ensure the programs adhere to modern standards of practice for the certification industry. Read More
- Best Practices
- Ethical Behavior
- Personal Finance Education
- Career Advancement
- Information Sharing
- Rigorous Certification
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.
Most importantly, we support you along your professional journey – with education, resources, and people who are committed to a common vision.
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.
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 joining 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.