Case Studies and Success Stories
See the transformative power of financial counseling in action through real AFC impact stories and program outcomes.
Capacity Building Case Studies
From Representation to Results
AFC® Charlestien Harris and Southern Bancorp Community Partners used community-centered, culturally relevant financial education to transform access and change lives.
Advancing Opportunity
Learn how Symposium Scholarships support advances in financial counseling and education and offered current Board President Dr. Brandy Baxter a career-defining opportunity.
Creating Financial Stability and Economic Mobility
We worked with Compass Working Capital (Compass) to expand equitable, high-quality financial coaching nationwide through Money Management Essentials and AFC® adoption.
AFC® & AFC Candidate Impact Case Studies
AFC® Guided: High Earners Find Relief
Learn how Heidi Clemons, an AFC®, helped a married couple untangle home ownership-related debt, refocus savings, and rebuild their financial foundation.
Driving Influence: The AFC® Effect
Learn how the Accredited Financial Counselor credential positioned Jessica Medina as a sought after thought leader and public speaker in her community.
Seeing Beyond the Numbers
Learn how Simi Mandelbaum, an Accredited Financial Counselor®, used empathy and active listening to turn
financial stress into success.
Impacting Lives: A Candidate’s Story
Learn how AFCPE® certification resources empowered Delaney Busching, a financial counselor and AFC® candidate, to make meaningful change.
Membership Case Studies
The Impact of Brand Building
Discover the impact an AFCPE® Member marketing resource had on a AFC®, Bret Anderson, and his practice.
Connecting Members to Media
Learn how exclusive member access to media opportunities helped position AFC® Kathy Morris as a subject matter expert.
Symposium Case Studies
From Symposium Scholarship to Certification
Learn how attending Symposium inspired A. Denae Hannah, a professional dancer, now a financial coach, to become an AFC® and mentor others.
From Knowledge Bowl to Career Success Story
Learn how attending Symposium positioned Rachel Booth, a finance student and Knowledge Bowl competitor, for a life-changing career opportunity.
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
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