Blog

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...

August 24, 2018

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...

August 15, 2018

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...

August 10, 2018

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:...

August 10, 2018

Interview with Saundra Davis, Executive Director of Sage Financial Solutions “My life journey has always been to make my corner of the world a better place”. This week, we catch up with AFCPE’s financial coaching partner, Saundra Davis of Sage Financial Solutions. Saundra was recently honored for her work as...

August 03, 2018

In a world where most of us “wear several hats,” we often lose sight of ourselves and our dreams. As an Accredited Financial Counselor® (AFC®), Walter Morris, is passionate about helping his clients dream again. In his work, he helps people remember their dreams and create a dream-inclusive financial roadmap -...

July 20, 2018

Help us maintain the highest standard for the AFC® certification. Click here to complete the Job Analysis Survey - Deadline: August 1, 2018 This year the AFC® certification program celebrates 25 years of setting the standard for the field of financial counseling and education. One of the ways we uphold these standards is by conducting...

July 18, 2018

Interview with Jessica Moorhouse, AFCC® Jessica Moorhouse is a money expert, Accredited Financial Counsellor-Canada® & podcaster. Jessica talks to us about her passion, the ups and downs of being self-employed and her experience hosting the Mo’ Money Podcast. AFCPE: What inspired you to enter this field? Jessica: My passion for personal finance,...

June 08, 2018

Adrian Klenz, AFC® is a financial counselor, educator and certified housing counselor. He’s also one of AFCPE’s AFC® Review Course instructors. When people ask what he does, he usually has to explain how his work differs from a financial advisor or a financial planner. Adrian: Usually people hear the word “financial” and think...

June 01, 2018

My family loves Key West, FL. We happened upon it during a cruise, which would have been a disaster, if not for the great group of friends we were with. (Who would have imagined eight-foot waves in the Bahamas?). Our day trip in Key West, on my birthday no less,...

May 15, 2018

May 03, 2018No matter where you are in your financial life, chances are you could benefit from financial education and support.But in today’s environment of instant access to information, people often have trouble knowing what information to trust and who to turn to for financial advice. Because different people have...

May 03, 2018

My Work & My Passion: Helping people get a handle on their finances so that they can sleep better at night.My Hero: My Mom. She taught frugality as a high virtue – that to live within a moderate income isn’t a sad thing, but an accomplishment to be proud of.My Favorite Quote: “The best...

May 02, 2018