Resources that Help you Share Who You Are and What You Do: Value of an AFC®

Sharing your value with clients

Let’s face it. The financial services industry can be confusing.

It’s an alphabet soup of acronyms and not all are created equal. So, as an AFC®, how do you set yourself apart? 

Working with a team of AFC professionals, we drafted some standard language that you can use in a variety of ways –
in a custom flyer (seen here), on your website, or in a conversation with clients. ​

A Resource Customizable to You and Your Business

Designed in Canva, this flyer can be customized for you and your organization:

  • Insert your name and tagline
  • Add your logo
  • Update with your headshot and contact information
  • Or insert a client testimonial
  • Change the colors and/or fonts

This is a creative piece to provide AFCs like you with a common language. But just like the work you do, it’s not one-size fits all.

Make it your own.

Sharing your value with referral partners 

Educate other professionals on the value of the AFC!

Working in tandem with AFC professionals like you, we’ve designed a one-page flyer that you can share with financial planners or other cross functional partners to illustrate the value of the AFC: Who you are, what you do, and why it matters…to them!

This can also be a great resource to share with Managers or Executives to showcase the value of investing in an AFC credential.

Access the flyer through Canva for printing or download. It’s also customizable:  

  • Swap out the image
  • Tailor the bullets to align with your end user
A flyer about the value of the AFC to share with professionals.

Step-by-Step Canva Customization Video 

Click or tap on the video below for easy-to-follow instructions on how to add your unique value and messaging to the flyers above. If you need captions to follow along, turn on the closed captioning feature, specifically the CC in the middle to bottom right corner of the video. 

Sharing your ideas with one another

Lean into the AFCPE Member community. 

Visit our active discussion board to share your strategies, suggestions, and resources. 

Let us know what other resources might be useful for you!

Working collaboratively with the AFCPE Communications team, AFCPE Members (like you) are helping inform language and create materials to advance awareness for the AFC. If there are resources that would be helpful to you…

Thank you to the passionate group of AFCPE® Members and AFC® professionals who helped the AFCPE team craft these materials: Mark Tibbs, AFC®, Katherine Dibbern, AFC®, Jessica Medina, AFC®, Heidi Clemons, AFC®, and Gwen Hartstein.

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