Join a diverse & inclusive network of financial professionals impacting change.

AFCPE® Membership is the intersection of financial education, research & practice. We bring together professionals from a variety of financial fields, creating a strong network of knowledge and delivering professional development, resources and benefits that positively impact your work and enhance your career.

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

THREE MEMBERS SPEAK TO THE VALUE OF AFCPE MEMBERSHIP

ONE GREAT MEMBERSHIP, FOUR PRICING LEVELS.

Membership Timeline: 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.

 

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.  Read AFCPE®’s Refund Policy here.

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

Available ONLY if you are studying full time at the undergraduate or graduate level. Full-time status will be defined by your current college or university. Unofficial transcripts will be required.

$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

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 professional
development webinars
INCREDIBLE VALUE! All 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 Network


Member Search
The member search tool connects you to a wide range of professionals across research, education and practice. Use the member network to exchange ideas and make new connections in your geographic or professional area of interest.

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 - from government relations to career development to diversity and inclusion.

Interactive Message Boards
Connect with the AFCPE members across the country around different topics and issues that are important to you through the Member Forum and the AFCPE Member Facebook Group.

Research & Information


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 >

Discounts on Tools & Resources


Credit Builder Alliance (CBA)
AFCPE Members employed by organizations eligible for CBA Membership may receive:

  • $50 off first year of CBA membership for new members.
  • $100 off set-up fees for new services (i.e. CBA Access, CBA Reporter) if set-up within 6 months of new CBA membership.
  • 30% off all e-Learning courses available on CBA’s Training Institute website: http://cbatraininginstitute.org/

DataPoints
AFCPE Members will receive access to the platform for the discounted rate of $59/month per user (compared to standard pricing).

And More Discounts…

Change Machine powered by The Financial Clinic
AFCPE Members can receive:

  • 50% first year discount on Change Machine Basic & Enterprise licenses
  • 25% off license renewals for Change Machine Basic and Enterprise licenses
  • Free Community licenses (access to Share)

LoanBuddy
AFCPE Members can receive 50% off monthly rate. ($30/month savings)

MemberDeals
AFCPE Members can receive access to exclusive savings on movie tickets, theme parks, tours, Broadway shows, and more!

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

  • Expended 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
  • $25 off Essentials Courses:
    • Money Management Essentials
    • Financial Inclusion Essentials

Use 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.

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.”

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