Driving Influence and Delivering Community Impact Through AFC Certification
Learn how the Accredited Financial Counselor® credential positioned a financial counselor as a sought after thought leader and community-based education resource.
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Challenge At a Glance:
- How to introduce herself to as a personal finance subject matter expert to potential clients and community members.
- How to partner with organizations in her local community as a personal financial education resource.
Results At a Glance:
- Provided 18 months of personal finance webinars at her local library for community education earning experience hours.
- She regularly provides workshops and presentations to advance public knowledge.
The Challenge:
Jessica Medina, an Accredited Financial Counselor®, wanted to get in front of potential clients, acquire certification experience hours, and market herself as a trusted financial community advocate. Securing presenter opportunities was part of her strategy; however, convincing organizations there is value in financial topic presentations can be difficult.
The Solution:
Jessica collaborated with her local library after they accepted her proposal to hold a free personal finance workshop. She underwent a thorough background check and due diligence process, which confirmed for the library that she held the AFC.
“Having the AFC accreditation helped secure my approval as a speaker. Being an Accredited Financial Counselor not only gives me the confidence to proudly present on personal finance topics, having the credential bolsters the confidence of those who are looking to hire me as a speaker.”
The Results:
- Jessica hosted over 18 months of webinars sharing her personal financial knowledge resource.
- She continues to advance financial education through speaking engagements and thought leadership.
- Jessica’s email list increased, indicative of more individuals gaining access to financial education.
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