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Coaching Your Clients: How a High Savings Rate Beats Juiced Market Returns

Many financial coaches and advisors report difficulty in working to improve their clients’ consumption patterns for the purpose of increasing their savings rates. One helpful approach in this endeavor is to provide concrete evidence of the future value that a client will receive by improving his or her consumption habits today. Compound growth...

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#FridayFollow – Towards Financial Well-Being and Beyond

Edna Forero, AFC®, FFC® is the spouse of a Marine Corps veteran and the Military Family Advisory Network (MFAN) financial education manager. Over the past 22 years, Edna has worked in the financial industry to provide relevant and objective financial education and financial services to both the civilian and military communities....

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Evaluate Impact: Introducing the Financial Education Evaluation Toolkit

When you teach personal finance, how do you know if the lessons are really sinking in? There is an added challenge when you teach adult and nontraditional learners in that you often don’t know participants’ level of financial literacy beforehand and, unless you follow up afterwards, there’s no way of...

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#Friday Follow – AFCPE welcomes Summer Red to our team!

Earlier this month, we added a new staff member to the AFCPE team, Summer Red, AFC®. Since earning her AFC®designation in 2015, Summer has been an active member of the AFCPE community. She has taught several sessions of the AFC® Webinar Review Course to AFC candidates and served as a member...

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#FridayFollow – Invest in Human Capital

Meet Yoon Lee, PhD – a professor at Utah State University in the Department of Human Development and Family Studies. Since 2000, she has taught various courses on consumer and family economic issues, including bankruptcy, protection laws and surviving debt. Dr. Lee is also an active member in the AFCPE...

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#FridayFollow – Financial Capacity: From Inspirations to Goals, from Goals to Efficacy

Margaret Sherraden is a social work educator focusing on the multiple dimensions of “social”. She strives to help others understand the relationship between the economic and social dimensions of people’s lives. Connecting that goal to efficacy, she has authored four books helping professionals and students worldwide grasps the concept of...

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#FridayFollow – The Power of the Work Within Us

Kyle Grevengoed works as a Military Personal Financial Counselor and a private practitioner. He was inspired to become an AFC® after beginning his career in the lending industry. As an AFC® he has a strong mission and vision to help his clients see the big picture – to “find the hero in...

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#ResearchWednesday – Financial Education as an Intervention for Health

Financial education programs may increase financial knowledge and improve financial behaviors, but a study at Creighton University found that financial education can also improve health.  The study found significant improvements in health related quality of life that were sustained two years after participation in the education program. Single, low-income women...

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#FridayFollow – Shift from Consumers to Producers.

Allen Ammerman is a great example of how you can turn an interest of yours into a career. He went from being a musician with money interest to an Assistant Professor of Finance at West Texas A&M.  Read his interview below to learn how he followed his passion to fulfill...

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1-2-3 Steps to a Dynamic Workshop

When it comes to presenters who read their slides, audiences have reached their limit. The relentless dependence on bullet points and text-dense slides do more to bore than to entertain or inspire. In my last blog post, Presenter to Bullet Point: “You’re Fired!, I concluded with a promise to provide you...

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#FridayFollow – An Advocate for This Work

Interview with Viviana Ramos, AFC®  Viviana Ramos, AFC® is Senior Program Manager and Financial Coach at Compass Working Capital in Boston, MA. Since 2014, she has supported her clients to reach their financial goals by providing assistance and expertise throughout their financial journey. To her clients, she is an advocate with...

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#FridayFollow – An Advocate for This Work

Viviana Ramos, AFC® is Senior Program Manager and Financial Coach at Compass Working Capital in Boston, MA. Since 2014, she has supported her clients to reach their financial goals by providing assistance and expertise throughout their financial journey. To her clients, she is an advocate with extensive knowledge and resources. AFCPE:...

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