AFCPE is seeking passionate, strategic professionals to fill open positions on the:

AFCPE Board of Directors & AFCPE Certification Council

 

Application Deadline:
 June 3, 2022

 

Want to learn more? Join us in an informational session on May 6th and get all of your questions answered!

We are looking for leaders who share our Values:

Highest Standards: Accreditation through NCCA sets the AFC® certification mark apart and emphasizes the highest standard of excellence that AFCPE has built for this field. 

Integrity: AFCPE professionals abide by a strong Code of Ethics and work with each client to better support their unique needs and goals.

Accessibility: AFCPE believes in an inclusive financial system that eliminates barriers to entry and ensures that all people have access to education and professional services that meet their needs and goals.

Sustainability: AFCPE continually strives to offer programs and services that make positive financial, social and environmental impacts.

Equity: AFCPE partners with organizations that share our values and vision around the highest standards of excellence in the field, ethics in business practice and professional conduct, and measurable and meaningful impact in our society.

 

Leaders who share our Guiding Principles:

Shift in BehaviorAFCPE professionals are focused on long-term shifts in behavior to empower individuals to take control of their financial lives and achieve lasting financial well-being.

Shift in EngagementAFCPE professionals expand research, exchange best practices, and create a continuum of care for all individuals and families.

Shift in PolicyAFCPE advocates for a required fiduciary standard and the highest standards for the financial counseling, education, and coaching professions.

Leaders who share our Strategic Goals:

  1. The AFC® is a nationally recognized designation and the gold standard in certification
  2. The AFC® is a household name, with increased consumer awareness and access to AFC® professionals
  3. Career development support available and accessible for emerging and transitioning professionals
  4. AFCPE is nationally recognized as the expert in personal finance research and for its library of resources accessible to AFCPE Members and Certified Professionals

AFCPE Board of Directors

AFCPE Board Members help elevate the association’s mission, lead the growth of our profession, and support the dedicated and compassionate professionals who positively impact the lives of individuals and families worldwide.

We currently have open positions for Service/Nonprofit and Financial Industry. 

Applicants should be current AFCPE Members.

Questions? Email Meredith Lozar, Nominations Task Force Chair

 

AFCPE Board Expertise:

  • Open Position: Financial Industry: professionals who work in the financial services sector (examples: bank, credit union, insurance or tax)
  • Open Position: Service: professionals who work in non-financial service industry (examples: nonprofit/community based organization, social work, marriage and family therapy, Employee Assistance Professional (EAP), healthcare, Human Resource
  • Not Open (Positions Currently Filled) Practitioner: professionals who provide direct financial counseling/coaching/education to clients (examples: financial counselor, financial coach, financial planner)
  • Not Open (Positions Currently Filled) University/Education: professionals who work in education or research (examples: researcher, university professor, cooperative extension agent, financial aid, university counseling center, k-12 educator)
  • Not Open (Positions Currently Filled) Military/Government: professionals who work with a government agency or focus professional services for military service members and their families (examples: military personal financial manager, military contractor, government agency)
  • Not Open (Positions Currently Filled) Ad/Hoc: Fundraising/Development/Other

Benefits of Serving on the Board:

There are many benefits of serving as a volunteer leader, including:

  • Playing a significant role in advancing the profession and the organization’s strategic plan;
  • Having an opportunity to enhance the value of AFCPE and the AFC to our members, certified professionals, and general public.
  • Accessing up-to-date information about the challenges and opportunities facing the profession; and
  • Helping to lead the association in its mission to ensure the highest level of knowledge, skill, and integrity of the personal finance profession by certifying, connecting, and supporting capable professionals who serve diverse communities worldwide.

Criteria for Consideration:

The AFCPE Nomination Task Force has identified a number of desired attributes that will be part of the selection process for new Board members. Applicants should possess:
  • Demonstrated leadership commitment and involvement with AFCPE.
    • Example includes but is not limited to service on a task force/committees.
    • Prefer having obtained the AFC® credential, but not necessary.
  • Relevant experience in organizational management.
  • Preferable expertise in marketing, development and fundraising.
  • Time commitment to participate: at minimum 2 face-to-face and 2-3 conference call Board meetings each year. In addition to meetings, Board members will provide an average of 10 hours of work between meetings for various Task Force initiatives and meeting preparation. Board members will serve as liaisons to specific task forces, as assigned by the President, which will require supervision of Chairpersons and providing quarterly reports/updates to the Board.
  • Positive leadership attributes, emotional intelligence, ability to work collaboratively and engage in appropriate debate and discussion when needed, and visionary and strategic drive.
  • Demonstrated commitment to equity, diversity and inclusion for Board, Staff, and organization.
  • Career focus within the field of financial counseling or education.
  • Demonstrated ability to develop new and innovative programs within their sphere of influence. Examples include but are not limited to incorporating strategy, leadership, future focus, risk taking and an entrepreneurial spirit.

Service Term:

Board service for these positions begins in January 2023. Terms are 3 years.

Board members will be provided a code to receive a 50% discount on Symposium registration, one night complimentary hotel stay (if onsite event), and planned meals on the day of the meeting (if onsite event). All additional expenses will be the responsibility of the Individual. Any additional face-to-face meetings will be funded by AFCPE.

AFCPE Certification Council

The Certification Council is solely responsible for essential decisions related to the development, administration, and ongoing maintenance of the certification programs. The Certification Council ensures that all application and eligibility requirements, examination development and administration, scoring of examinations, renewal requirements, and all certification program policies and procedures are directly related to the purpose of the certification program.

We are seeking 2 professionals to serve on the AFCPE Certification Council. The open spots must be filled by a representative of financial industry, service, or education stakeholder constituencies.

You are not required to be an AFCPE Member or hold AFC certification to serve as a constituency member.

Questions? Please contact our Certification Council Nomination Committee Chair, Laurel Kubin.

AFCPE Certification Council Constituencies:

  • Open: Financial Industry: professionals who work in the financial services sector (examples: bank, credit union, financial planning, insurance or tax)
  • Open: Service: professionals who work in non-financial service industry (examples: nonprofit/community based organization, social work, marriage and family therapy, Employee Assistance Professional (EAP), healthcare, Human Resource
  • Open: University/Education: professionals who work in education or research (examples: researcher, college or university professor, cooperative extension agent, financial aid, university counseling center, k-12 educator, student)
  • Not Open (Positions Currently Filled) Practitioner: professionals who provide direct financial counseling/coaching/education to clients (examples: financial counselor, financial coach, financial planner)
  • Not Open (Positions Currently Filled) Military/Government: professionals who work with a government agency or focus professional services for military service members and their families (examples: military personal financial manager, military contractor, government agency)
  • Not Open (Positions Currently Filled) Public: a representative of direct and indirect users of the services of AFCPE certificants who have no professional or career afiliation with personal finance

By serving as a volunteer Certification Council member, you:

  • Play a significant role in certification policy and procedures.
  • Enhance the value of AFCPE certification for our professionals and consumers.
  • Have access to up-to-date information about the challenges facing the profession.
  • Get to exchange ideas and perspectives with a diverse group of volunteer leaders.

Applicants should possess:

  • Career focus within the field of financial counseling, coaching or education.
  • Demonstrated leadership commitment and involvement with AFCPE.
  • Relevant expertise in the disciplines of organizational management.
  • Availability to participate in, at minimum, 1 face-to-face and 3-5 conference call meetings each year.
  • Positive leadership attributes, emotional intelligence, ability to work collaboratively and engage in appropriate debate and discussion when needed, and visionary and strategic drive.
  • Demonstrated ability of new and innovative programs within their sphere of influence. Examples include, but are not limited to, incorporating strategy, leadership, future focus, risk taking and an entrepreneurial spirit.
Service Term:

Service for these positions begins in January 2023. Terms are 3 years.

Certification Council members will be provided a code to receive a 50% discount on Symposium registration, and planned meals on the day of the meeting (if onsite event). All additional expenses will be the responsibility of the Individual. Any additional face-to-face meetings will be funded by AFCPE.

AFCPE’s Commitment to Diversity & Inclusion:

“Diversity and inclusion ensure a safe, positive, nurturing, and tolerant environment with mutual respect, free of prejudice. They celebrate differences, including those visible and invisible, in addition to thoughts and opinions that are essential for the involvement and empowerment of our society.”

– Definition established by AFCPE Diversity & Inclusion Task Force

Questions about Leadership Opportunities? 

Attend an Info Session on Friday, May 6 at 12 PM ET
Whether you are ready to apply now or are interested in learning more and applying in the future, we invite you to join us to listen, learn, and ask questions!

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