AFCPE Member Awards are open! Nominate a fellow AFCPE Member who is doing great work in the field. Click here to learn more!

X
Thanks For Your Service: 3 Ways Military Members Can Receive Special Treatment for Their Student Loans

Active-duty military members, including reservists serving under active orders, face special challenges in the timely servicing of their student loans. In recognition of this, Congress has provided legislative and regulatory relief both specific to military service as well as to public service in general. While some of these provisions are...

Read More >
Immigrant Heritage Month

Written By: Catalina Laschon, AFC® Candidate & Meghan McInnes, AFC®, FFC® We’re seeing more and more examples of financial counselors and coaches educating and advising the immigrant community. Immigrants are called by many names: foreign national, alien, expat, adoptive citizen, 1st generation, and the list goes on. Meanwhile, they all...

Read More >
#FridayFollow: A Celebration of Equality, Unity, and Acceptance

Getting to know Michael Roush, MA, AFC® Michael Roush, M.A., AFC® is the Director of the Center for Disability-Inclusive Community Development (CDICD) at National Disability Institute (NDI). His work is focused on building a better financial future for communities that are often left out of mainstream social, economic, and educational...

Read More >
How Do I Celebrate Pride Month as a Financial Professional?

Celebrate Pride with AFCPE! June is LGBTQ+ Pride Month! Pride is a time to celebrate and recognize the work of LGBTQ+ Accredited Financial Counselors®, Candidates, and Members and their impact on the field. Pride is also an opportunity for all of us, as financial professionals, to ensure that we are...

Read More >
FridayFollow: Helping Immigrants Go from Surviving to Thriving

Getting to know Adina Appelbaum, AFC® candidate Adina Appelbaum is a financial and online business coach for immigrants and their families. She is also an immigration lawyer at a non-profit. Together with her husband, Mauricio, Adina started Immigrant Finance, with the mission to “empower immigrants and their families with personal...

Read More >
#FridayFollow: Taking the Leap

Getting to know Delicia Carswell, AFC® Delicia Carswell, AFC® assists individuals in creating and achieving their version of financial freedom. In this week’s Friday Follow, she shares her journey from FINRA Foundation Military Spouse Fellow to small business owner. Delicia offers excellent advice for other financial counselors and coaches looking...

Read More >
Why I Use Tiller Money as a Financial Coach

As a financial coach, people often ask me, “what’s the best tool for budgeting?” And it’s a fair question! There are hundreds of budgeting tools out there, from free ones like Intuit’s Mint, to intricate tools like You Need a Budget (YNAB). While everyone has their own opinion, my personal...

Read More >
To Robo or not to Robo, is that the question?

#ResearchWednesday New! AFCPE’s Research to Practice Task Force is now contributing regular articles to AFCPE’s blog. These articles are designed to summarize research, share personal realizations from a practitioner point of view, and encourage dialogue between researchers, practitioners, and educators. As you read research, ask yourself: What’s your “Aha moment?”...

Read More >
#FridayFollow: Get to Know AFCPE’s Newest Staff Member

My Name: Zulairam Ruiz-Agosto (pronounced zoo-lie-rum in English)My Work: Member Services Coordinator. My role is to make sure you are all getting the best experience out of your AFCPE® Membership.My Roots: I was born in Puerto Rico and grew up in the Bronx, NY (you’ll hear my fabulous accent soon!)My Passion: Helping...

Read More >
#FridayFollow: Knowledge Creates Impact

Get to know FINRA Foundation Military Spouse Fellow, Darya Morrison Darya Morrison is an AFC® candidate and a 2020 FINRA Foundation Military Spouse Fellow. Less than one year ago, she was filling out the application to join the Fellowship program. Today she has an ambitious personal goal of earning her...

Read More >
#FridayFollow: Meaningful work wherever life takes you

Meaningful work wherever life takes you As we enter the application period for the 2021 FINRA Foundation Military Spouse Fellowship, we approached two 2020 FINRA Foundation award-winning Fellows with some Friday Five questions. Learn more about their passion for this work and why others should apply for the fellowship program.The...

Read More >
#FridayFollow: Get to Know AFCPE’s New 2021 Board Members

Welcome, Brandy Baxter, AFC®, FFC® My Work: Financial Coach and CEO, Living Abundantly My Roots: Born and raised in Toledo, OH. I grew up with a loving, hard working mother and three sisters. My Passion: I’m passionate about illuminating the space in someone’s mind with ideas and strategies to give them hope...

Read More >