The mission of AFCPE®’s Diversity and Inclusion task force is to encourage cultural and social sensitivity between AFCPE® professionals who counsel and coach a diverse population, guaranteeing every voice is heard within the field of personal finance to more intentionally and inclusively impact all members of our society.

As a member of AFCPE® , we hold you to the high standard of this mission.

Diversity & Inclusion Toolkit

To offer guidance and support, the Diversity and Inclusion task force has created a toolkit. This toolkit contains resources and worksheets addressing various topics from cultural competency to implicit bias. These resources have been vetted and approved, not only by the task force members but also by the AFCPE® Board of Directors (via the task force Board liaison).

We ask that every AFCPE®  member take some time to go through the toolkit and utilize the available resources. Click the links below to download the documents. The worksheets are available to be downloaded separately or together.

Toolkit – Cultural Competency Resources
Toolkit – Anti-Bias Framework Handout
Toolkit – Diversity and Inclusion Recommended Book List
Toolkit- Implicit Bias Worksheet
Complete Toolkit


Diversity & Inclusion Video

Are you interested in joining the Diversity and Inclusion task force? Please contact Rachael DeLeon.

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