Learn how AFCPE Membership can benefit your work and your career! – Learn More

X
Professionalizing the Field of Financial Coaching

A Reflection on Where We've Come. A Glimpse at Where We're Going. A Shared Mission https://youtu.be/JAUwed4Ytuo?list=PLinFRuk-bOJwAtUAMIZcTLkR2FHeudiss September 14, 2016 Click edit button to change this text. Lorem ipsum dolor sit amet, consectetur adipiscing elit. Ut elit tellus, luctus nec ullamcorper mattis, pulvinar dapibus leo.

Read More >
Free: A Financial Counselor’s Favorite Price

Client SupportWhen working with clients in a classroom setting or during a one-on-one session, it’s great to have tools and resources available to help support them in their journey toward their goal. It provides the client with an opportunity to take their future by the reigns and consider solutions that...

Read More >
AFCPE Membership Spotlight: Linda Jacob, AFC®, CFP®

Linda Jacob was an inaugural recipient of the FINRA Foundation Military Spouse Fellowship back in 2006. After years working in various banking positions, she recognized that her true passion was helping people get control of their money and their debt.  Now she is living her passion and providing the education...

Read More >
Are your personal finances TOP SECRET?

Recently, I attended a funeral for a much-loved, elderly friend. He adored his wife and spoiled her every day. Throughout their marriage, he took care of the bills, handled their portfolio, and never bothered her with investment worries. However, after his passing, she found herself in the dark about their...

Read More >
Advice for (Accidental) Landlords

For many military families, summertime means moving time. With the approach of a PCS, you may find yourself faced with decisions about what to do with the home you have purchased at your current duty station.  Should you sell or should you keep the home as a rental property? What...

Read More >
AFCPE MEMBERSHIP SPOTLIGHT: Don Blandin

As President and CEO of the Investor Protection Trust and the Investor Protection Institute, Don Blandin is passionate about investor education and protection. He has worked on programs that address topics including elder fraud and financial exploitation, as well as saving and investing for retirement. This month, take a few...

Read More >
Preparing For Baby: Expect the Unexpected

Preparing for a baby is a challenge. Luckily, there are all types of websites to help guide you on what to expect when you’re about to become a parent. There are resources to advise you on the gadgets you’ll need and where to find the best deal, guidelines on how...

Read More >
Money, Addictions & Assessments

The most common reason for large credit card debt, unpaid bills, and lack of savings is the result of overspending, or not living within our means. While this is common knowledge in our society, why is it still such a struggle for so many Americans today? Why are we still...

Read More >
AFCPE Membership Spotlight: Jen Hemphill, AFC®

Jen Hemphill is a mom, wife, mentor, money coach and entrepreneur. She is passionate about teaching busy, go-getter women how to effectively use their money as a tool to live their best life. This passion was evident even before she became a FINRA Foundation Military Spouse Fellow in 2008, but...

Read More >
Daily Due Diligence (D3)

Author’s note: While recently counseling a soldier I discovered the conversation of investing was completely overridden by an ignorance of the “basics” –  monthly budget adherence and awareness of where their money was really going.  Hence the back to the basics discussion of daily (okay, weekly or monthly) due diligence was...

Read More >
Financial Literacy Day on Capitol Hill 2016

Another Financial Literacy Month is in the books. It is great to see the buzz and number of events nationwide increase every year. I had the pleasure again this year to represent AFCPE® at Financial Literacy Day on the Hill at the Hart Senate Office Building. The event began with the Jump$tart...

Read More >
AFCPE® MEMBERSHIP SPOTLIGHT: Mia Russell, AFC®

Mia B RussellEach month we spotlight an AFCPE® member who is making great strides in our field. This month, get to know AFCPE member, Mia Russell. Tell us a little bit about your background and what led you down the path to become a financial counselor & educator? My first position,...

Read More >