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Case Studies and Success Stories 

We invite you to discover the transformative power of financial counseling and education in action through real impact stories and program outcomes. Be part of the impact through partnership. 

The Impact of Capacity Building 

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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.


Where Empathy Meets Wealth Building

Learn how an AFC and wealth management firm help their clients build wealth through empathetic and foundational financial counseling.

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Advancing Opportunity

Our annual Symposium Scholarships support advances in financial counseling and education. One such scholarship offered AFCPE Board Member Dr. Brandy Baxter a career-defining opportunity.

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Creating Financial Stability and Economic Mobility

Compass Working Capital expanded equitable, high-quality financial coaching nationwide through Money Management Essentials and AFC adoption.

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Building Workforce Capacity

The United Way of Massachusetts Bay and the Midas Collaborative expanded financial education training for non-profit professionals with AFC certification and Money Management Essentials.

The Community Impact of AFC Certification and Training 

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Relieving a Married Couple's
Financial Stress

Learn how AFC Heidi Clemons helped a married couple untangle home ownership-related debt, refocus savings, and rebuild their financial foundation.

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Advancing Financial Education through Thought Leadership

Learn how the Accredited Financial Counselor credential positioned Jessica Medina as a sought after thought leader and public speaker in her community.  

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Seeing Beyond the Numbers to Ease Financial Uncertainty

Learn how Simi Mandelbaum, an Accredited Financial Counselor®, used empathy and active listening to turn financial stress into success.

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Using Certfication Training to
Educate and Impact

Learn how AFCPE certification resources empowered Delaney Busching, a financial counselor and AFC candidate, to make meaningful change.

Growing Together and Serving Communities Through Membership

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Expanding Practitioner Reach

Learn how AFCPE member resources helped AFC Bret Anderson extend his practice’s visibility and connect more individuals and families to credentialed financial counseling.

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Elevating Public Financial Education

Learn how member access to media opportunities helped AFC Kathy Morris bring trusted, research-backed financial guidance to broader audiences.

The Impact of Knowledge and Community at AFCPE Symposium 

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From Scholarship to Service

Learn how a Symposium Scholarship opened the door for A. Denae Hannah to pursue the and go on to mentor others entering the financial counseling profession.

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Education Creating Opportunity

Learn how competing in Knowledge Bowl helped Rachel Booth, a then finance student and current AFC, build the foundation for a life-changing career.

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Explore the Full Scope of Our Impact 

From certification to education to our purpose-driven member community, discover how AFCPE empowers professionals to better serve communities and transform financial wellbeing.

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