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