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Celebrate Hispanic Heritage Month as a Financial Professional!

Celebrate Hispanic Heritage Month with AFCPE!Hispanic Heritage Month, September 15 – October 15, is an annual celebration of the history and culture of the U.S. Latinx and Hispanic communities.At AFCPE, we embrace Hispanic Heritage Month as an opportunity to celebrate and recognize the work of Latinx AFC® (Accredited Financial Counselor®)...

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Growing Your Practice With Online Reviews

Before you hire a lawyer or begin seeing a new doctor, do you look at their reviews online? If you’re like most people, the answer is a resounding Y-E-S. But why do their online reviews matter? After all, you can easily learn where they went to school, the credentials they’ve...

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Take the Time to Talk About Money

#ResearchWednesday Family Communication, Resources, and Income in Adolescence and Financial Behaviors in Young Adulthood Quick Summary: Researchers Szendrey and Fiala at Walsh University looked at the relationship between family communication and resources related to financial management behaviors of young adults ages 18 to 34. They found that parents act as...

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#FridayFollow: No Fear Finance

Getting to know Sara DeSantis, AFC® Candidate Sara is a professional of many skills and wears many hats! She is a librarian working as a content portfolio specialist on-site at Eli Lilly and Company where she manages all of the subscriptions and journals for the library. She has also been...

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#FridayFollow: Building an Accessible Financial Coaching Practice

Getting to know Melissa Mittelstaedt, AFC® Candidate Melissa is a Money Coach for women entrepreneurs, whether they have a side hustle, a full time 1099 operation, or run a small business --she partners with them to ensure financial stability.  AFCPE: What led you to a career in personal finance? And...

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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...

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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...

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#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...

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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...

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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...

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#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...

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#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...

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