Not just another networking opportunity: AFCPE® Membership is the place to find your people.

AFCPE Members are diverse in experiences but like-minded in purpose. Membership brings together professionals from a variety of financial fields, providing you with a strong community, educational opportunities, and resources and benefits that enhance your work and career.

SAVE THE DATE: 2021 AFCPE Membership opens December 2020!

Why you should be an AFCPE® Member
Become a 2020 AFCPE Member

Membership Runs on a Calendar Year (January 1 – December 31) but brings value to your work and your career no matter when you join. Membership dues are not pro-rated, as many of the benefits are available on demand through the membership dashboard. Membership dues are separate from certification fees. Read AFCPE®’s Refund Policy here.

 

NOTE: AFCPE® membership and certification are completely separate divisions of the organization. While membership offers additional benefits to our certified professionals and provides a community for them to network and share best practices, certification is not required to hold membership. However, if you are interested in also becoming certified, please visit the Certification section of the website. AFCPE® Membership dues are nonrefundable.  

FOUR AFCPE MEMBERSHIP LEVELS

AFCPE® Membership

Professional Membership

Our standard membership option - for the individual professional.

$150 annually

 

Become a Member
AFCPE® Membership

Certification Candidate Membership

For those currently registered in an AFCPE® certification program.

$100 annually

Become a Member
AFCPE® Membership

University Student Membership

For current university or college students studying full-time at the undergraduate (at least 12 credits), graduate (at least 9 credits), or PhD (at least 3 credits) level.

$35 annually

Become a Member
AFCPE® Membership

Emeritus Membership

For AFCPE® members at full retirement age (as defined by the SSA) and who have been an AFCPE member for 10 or more consecutive years.

Contact Rachael DeLeon for details. 

Become a Member

Leslie Green, AFC®

"I love my membership with AFCPE®! It helps me feel connected to others in the field and provides resources to help me stay current with the changing economic climate."

Jon C. Cook, AFC®, CHC®

"Being a member of AFCPE® provides a network of supportive professionals, plus provides current and useful information directly related to serving my clients."

Barbara O’Neill, Ph.D., AFC®, CHC®

"AFCPE® is my professional home. It is where I network with colleagues, gain knowledge and skills, and volunteer time and money to advance financial education."

Willa Williams, AFC®, AFCPE® Member

“What I love most about being an AFCPE® Member is just the opportunity to be a part of something cutting edge that’s bringing together financial education and literacy opportunities to everybody.”

Ben A Mercado, AFC®

"The community of AFCPE® is really beneficial because we are able to group with other practitioners, like myself, other educators, and even researchers."

Sheryl Garrett, CFP®, AIF®

"Membership with the AFCPE® - it's a slam dunk. If you're in this business working as an educator, as a researcher on personal financial issues, this is the place to be."

Jerry Buchko, Private Practice, 2018 AFCPE® President

"You learn from each other and that excitement just builds. You feed off of each other! It just carries you along."

Syble Solomon, AFCPE® Member

“AFCPE® Members are the people who really make things happen – they create policy, do the research, develop programs and work with people who need their expertise.”

ANNUAL AFCPE® MEMBERSHIP BENEFITS

Membership offers a wide variety of benefits – opportunities, discounts, and resources – to support your work, advance your career, and expand your impact.

Download the Member Benefits Packet

FREE (and discounted) Professional Development

Free AFCPE® sponsored webinars
AFCPE sponsored professional development webinars - live and on demand - are included in your membership! 

AFCPE® Symposium 
Members receive a $100 discount to attend the Annual AFCPE® Symposium.

FPA Connect Financial Counseling
Community Webinars
Each month, members are invited to a free professional development webinar hosted in partnership with the Financial Planning Association's learning platform, FPA Connect.

A Strong Professional Community

Monthly Virtual Meet-Ups 
Each month, we host an hour-long meet-up. Topics are selected for members, by members. Meet-ups allow you to expand your knowledge while engaging with members from across the country.

Task Force Involvement
AFCPE® membership provides you with a platform to help advance the field and create lasting impact. There are more than a dozen task forces with opportunities for leadership and involvement.

AFCPE Connected Community
The AFCPE interactive message board allows you to find and connect with other members from across the country around different topics and issues that are important to you.

Research that Informs Practice

Journal of Financial Counseling
and Planning (JFCP)

As an AFCPE® member, you have access to our esteemed research journal. New articles are published in June and November, and you can request a hard copy as well!

The Standard quarterly newsletter
Access current and past articles of The Standard, providing information which is timely, thought provoking and helps you do your job better.

Membership Monthly Minute
Our monthly e-blast that lets you know what's happening in the organization, in the field, and among fellow AFCPE® members. We love to highlight your work - let us know what you are up to!

Career Development & Growth

MentorConnect Program
For students or career changers, the MentorConnect program offers the opportunity to connect with a Mentor to gain insight and guidance. For more seasoned professionals, being a Mentor is a great way to share your knowledge and experience with future leaders in our industry. Learn More >

Employers
List your open position on the AFCPE® Career Center at a reduced member rate (50% off). AFCPE® members searching for jobs can upload their resume for free.

Award Recognition and Grant Funding

Mary O'Neill Mini Grant
A $2,500 annual mini grant for the development and implementation of an innovative, high-impact financial education project. This grant is open only to AFCPE® members. View Grant >

Annual AFCPE® Awards
Members are invited annually to apply for one of our member awards - a great opportunity to bring awareness and recognition to your work, your program or your organization. View Awards >

Tools, Resources & Technology

Partner Discounts
AFCPE partners with reputable organizations to bring you discounts on tool and resources that support your work and advance your career. Organizations like:

  • Advantage Publications
  • Credit Builders Alliance
  • Datapoints
  • Change Machine
  • Edmit
  • LoanBuddy

MemberDeals

AFCPE Members can receive access to exclusive savings on rental cars, Sam’s Club, HelloFresh, Calm App, ProFlowers, Blue Apron, Petco, and more!

More Discounts…

Professional Liability (E&O Insurance)
In partnership with AdvisersGold Select, AFCPE Members receive additional E&O insurance coverage benefits:

  • Expanded coverage to protect you from any vicarious liability arising from your members of, or association with, an approved association.
  • A 7.5% annual premium discount.

 Financial Consultant quotes are also available through BizInsure.

AFCPE Certification & Essentials Training

  • $50 AFC and FFC certification registration
  • $50 AFC Exam
  • $25 off Essentials Courses:
    • Money Management 
    • Financial Inclusion 
    • College Finance 

Prestige of the AFCPE® Member logo


As an AFCPE® member you are invited to use the AFCPE® logo, a symbol that demonstrates to your peers, your colleagues and to those you serve that you are an active participant in an organization that ensures the highest level of knowledge, skill and integrity of the personal finance profession by certifying, connecting and supporting diverse and capable professionals who serve communities worldwide.

Log into your myAFCPE profile and download your logo under Member Resources.

Group Rates

Coming for 2021 AFCPE Membership!

AFCPE Membership is for the individual, but beginning in December 2020, AFCPE will offer group rates for organizations who purchase membership for more than 10 employees:
11-20 = 10% off
21-30 = 15% off
31-40 = 20% off
41-50 = 25%
50+ = 30%

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