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Real Money, Real Experts: Sarah Bainton Kahn and Pam Fraser, AFC

Episode 53: Key Takeaways from CFPB's Financial Coaching Initiative with Pam Fraser, AFC® and Sarah Bainton Kahn Download the transcript here. Celebrating 30 years of the AFC® means celebrating the incredible impact it has made over the years! This week we had the pleasure to speak with Sarah Bainton Kahn and Pam...

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Celebrate AAPI Month as a Financial Professional!

Celebrate Asian American and Pacific Islander (AAPI) Heritage Month with AFCPE! May is Asian American Pacific Islander Heritage Month! AFCPE is celebrating the history and contributions and of Asian Americans and Pacific Islanders in financial counseling and education. 3 Ways to Celebrate Asian Americans and Pacific Islanders AAPI Heritage Month...

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#FridayFollow: Celebrating Jewish American Heritage Month

#FridayFollow: Celebrating Jewish American Heritage Month with Simi Mandelbaum, CFT™, AFC® Simi Mandelbaum is a Certified Financial Therapist™ and an Accredited Financial Counselor®.  Her mission is to reduce the stress and anxiety individuals and couples feel about their money lives by using a combination of financial literacy education, financial tools,...

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4 Ways to Recognize Jewish American Heritage Month!

Celebrate Jewish American Heritage Month with AFCPE! This May, AFCPE is celebrating Jewish American Heritage Month! Beginning in May 2006, Jewish American Heritage Month has been celebrating Jewish Americans and their impact on the United States. 4 Ways to Learn More about Jewish Americans this May Want to get involved?...

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Serving Our Clients Intentionally: Listening & Staying Informed with Heath Carelock, AFC®

Serving Our Clients Intentionally: Listening & Staying Informed with Heath Carelock, AFC® Download the episode's transcript here. Today we kick off our mid-season series focused on the 30th Anniversary of the AFC. In this episode, we had the honor to sit down with Heath Carelock, AFC®. Heath is the Program...

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#FridayFollow: Celebrating 30 years of AFC

#FridayFollow: Celebrating 30 years of AFC. How one long-standing AFC® built her career in financial education.Dr. Barbara O’Neill, CFP®, AFC® is a financial education ’solopreneur’ and a longtime member and supporter of AFCPE®. She has served as Past President of AFCPE and has generously sponsored the Mary O’Neill Mini Grant,...

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Discovering Your Niche and Growing Your Private Practice with Maggie Klokkenga and Rachael Bronstein, AFC®

Episode 51: Discovering Your Niche and Growing Your Private Practice with Maggie Klokkenga and Rachael Bronstein, AFC® In this final episode of our Real Money, Real Experts Career Series, we catch up with Rachael Bronstein and Maggie Klokkenga. Tune in as they share their own experiences in starting a private practice and how...

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#FridayFollow: Ingenuity Driven by Innovation

#FridayFollow: Ingenuity Driven by Innovation. How one AFC is using her experience to help make homeownership possible.Tamika Barrett, AFC® is a financial educator and a licensed Realtor, helping people harness their financial knowledge, skills, and habits as tools for achieving goals and building assets. She has been recognized as this...

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Empowering our Youth through Financial Literacy & Education with Laura Levine

Empowering our Youth through Financial Literacy & Education with Laura Levine To kick off Financial Literacy Month, our hosts Rachael DeLeon and Dr. Mary Bell Carlson speak with President and CEO of the Jump$tart Coalition for Personal Financial Literacy, Laura Levine. Laura shares the ins and outs of her own...

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#FridayFollow: Meet the 2021 FINRA Milspouse of the year!

#FridayFollow: Meet the 2021 FINRA Milspouse of the year!Adriana Lopez, AFC® is an Army Veteran helping to educate people to understand their finances better, and has been recognized as the 2021 FINRA Milspouse of the Year for her hard work. Like so many Fellows, becoming an AFC is an opportunity...

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Financial Inclusion as an Avenue to Building Community with Janie Bright, AFC®

Financial Inclusion as an Avenue to Building Community with Janie Bright, AFC® This week, Rachael sits down with longtime AFCPE Member, Janie Bright, AFC®. Janie is a self-described passionate credit union employee who has worked in the industry for nearly 30 years. She began her journey as a Credit Union...

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#FridayFollow: Military Spouse Fellowship

A Path Towards the AFC, New Opportunities, and Impacting the Military Community Virginia Imlah, AFC® is a financial educator and counselor for military service members and their families. She became a FINRA Foundation Military Spouse Fellow in 2020 and earned her AFC in 2021. Read on to learn more about...

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