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Having Money and Understanding Money: Two Different Things

We are surrounded by money. We use it every day. But, for many, there is not enough accessible instruction to make a difference.  For years, schools assumed parents were teaching money management skills and parents assumed the schools were teaching it.  The end result is that many people were never...

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Challenge Yourself: Getting the Most out of the AFCPE Symposium

 Hello all, I don’t know if you are like me, but I love to attend conferences, and there are so many reasons why I love them. I really enjoy connecting with people who have a passion similar to mine, and I love getting fantastic ideas for things to do, or...

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#Friday Follow: One Class. One Spark. The Career.

Ryan Law, AFC® is the Director of the Money Management Resource Center (MMRC) at Utah Valley University. Through the center, volunteer peer Financial Coaches educate students, faculty and staff through one-on-one counseling sessions and presentations on campus. When Ryan’s not working at the MMRC, he’s teaching courses as part of the...

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#FridayFollow – Investigating a Deep Connection for Economic Justice

At the 2018 AFCPE Symposium, Lucia Reed, AFC® and her colleague George Reuter received the Outstanding Symposium Practitioners’ Forum Award for “Delivering Financial Counseling to Families with low Incomes through the Federal Government’s Largest Wealth-Building Program for Families with Low Income”. Lucia is a financial coach for Compass Working Capital in...

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#FridayFollow – Making Personal Finance Fun!

At the 2018 AFCPE Symposium, Matt Goren, CFP® and Michael G. Thomas, AFC® received the Outstanding Consumer Financial Information award for their podcast, Nothing Funny About Money. Recipients of this award, nominated by their peers, provide innovative consumer information in the field of financial counseling and planning. Nothing Funny About Money (NFAM) is...

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#Raise Your AFCPE Voice 2018

When I received the notification that I could attend the 2018 AFCPE Symposium, thanks to a scholarship from FINRA Foundation for military spouse fellows, I had no idea how much of an impact it would have on me.  How do you put into words the feeling of having your purpose...

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Love & Money

While I typically present about love and money, it could easily be stated as loving money. Guiding couples through the love and money discussion may just end up with a scenario of the couple loving their money story—“loving money.” For individuals, money has reportedly been the top stressor for the past decade...

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Exploring Innovation and Financial Inclusion in the Credit Industry

A good credit history is crucial in today’s economy. Far more than just a number, a good credit score is a prerequisite for every day financial services like a low-cost credit card, a bank account or car loan. A good credit history can make the difference in accessing the affordable...

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We Value You!

Imagine a work environment where you can share with your colleagues, learn from each other’s experiences, and use that shared knowledge to be a more effective financial professional. A place where your knowledge is valued, a place where employees build each other up, and a place where learning is valued:...

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#RaiseYourVoice Contest- Deadline Extended!

Whether you are a Symposium veteran or a first-time attendee, we want to hear from you! This year’s Symposium theme is “Engaging an integrated and inclusive community of personal finance professionals". One of the things we love about our supportive community is your willingness to lift up and support those around you. Which is why...

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#RaiseYourVoice Contest

This year’s Symposium theme is “Engaging an integrated and inclusive community of personal finance professionals". One of the things we love about our supportive community is your willingness to lift up and support those around you. Which is why we're asking you to #RaiseYourVoice! How to participate: Step 1: Answer the two questions below...

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#FridayFollow – A Lighthearted Spin on Personal Finance

Michael Thomas is an AFC® and full time Graduate Student at The University of Georgia. He strives to help clients and society take the shame out of financial conversations and discussions. He understands how important it is to: recognize mistakes, see why they were made, and assist clients in overcoming obstacles...

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