Sharing the Value of the AFC
AFCPE has created tools and resources that you can customize to show clients, referral partners, and your community exactly what an AFC brings to the table and why the certification matters.
Show It. Share It. Own It.
The financial services industry is an alphabet soup of acronyms, and not all are created equal. Developed with a team of AFC professionals, these customizable resources give you common language to set yourself apart whether you’re talking to a client, a referral partner, or your manager. The resources are created with the end goal in mind — putting you in a better position to impact those you serve.
Let Clients Know How You Can Help Improve Financial Well-Being
Designed in Canva and built around standard language drafted with AFC professionals, this flyer template can be customized for you and your organization:
- Insert your name, tagline, and headshot
- Add your logo and contact information
- Swap in a client testimonial
- Update colors and fonts to match your brand
Share Your Value with Referral Partners
Customize and then give this one-page flyer to financial planners, attorneys, and other cross-functional partners. It is designed to illustrate who you are, what you do, and why it matters to their clients. Also, bring it to a manager to make the case for investing in an AFC on staff.
- Swap out the imagery to match your practice
- Tailor the bullet points to your audience
When talking to various referral partners about the value of an AFC and how an Accredited Financial Counselor can best support them, the bullet points referenced above can vary. Tailor your message to meet their needs. Below are some alternative bullet points and copy that can be substituted within the Referral Partner flyer. Please note that the following is not a complete list of referral partners.
Tax Professional Bullet Points
- Identify tax-related concerns and financial situations with tax implications
- Help with client tax prep, including year-round document organization
- Develop strategies and budgets to manage and pay off back taxes
- Provide ongoing financial education to encourage tax-efficient habits and reduce future issues
- Help clients grasp the impact of tax decisions
- Offer complementary services that support tax planning efforts
Financial Planner/Wealth Manager Bullet Points
- Comprehensive budgeting assistance
- Effective debt management strategies
- Guidance on building investable assets through savings
- Provide a pathway for their clients to advance to advisory-level assistance
Estate and Divorce Attorney Bullet Points
- Develop sustainable financial habits for long-term wealth preservation and legacy-building
- Guidance on money management, budgeting, and savings strategies post-inheritance
- Help going from a dual-income to single-income household
- Mitigate divorce-related financial stress building toward independence and self-sufficiency
- Ongoing financial education tailored to major life and financial transitions
Realtors and Mortgage Lender Bullet Points
- Manage the financial aspects of homeownership to become a more competitive buyer
- Resolve financial issues hindering mortgage qualification
- Navigate credit repair strategies to qualify for the right mortgage
- Set realistic budgets covering mortgage payments, homeownership costs, and unexpected expenses
- Offer ongoing financial counseling to support long-term homeownership
Showcase Your AFC Credential
Click on the following logo files sized and save them to your preferred device for print, email signatures, or your website.
Trademark User Guidelines:
AFCPE’s certification marks represent the highest standards of excellence in financial counseling. Please help uphold their value by following the strict use and reproduction guidelines below.
Thank you to the passionate group of AFCPE Members and AFC professionals who helped and continue to assist the AFCPE team craft these materials: Mark Tibbs, AFC®, Katherine Dibbern, AFC®, Jessica Medina, AFC®, Heidi Clemons, AFC®, Adrienne Ross®, and Gwen Hartstein, AFC candidate. Our membership is committed to advancing financial education and networking opportunities to achieve our vision of financial well-being for all. Click or tap to learn more about AFCPE Membership.
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