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Financial Literacy Month Spotlight: Carmina Lass, AFCPE® Member

My Work: In my current role, I work to support financial capability practitioners, including but not limited to those within CBA’s network of over 500 nonprofit organizations, by disseminating credit building and credit education best practices.  My Roots: My educational background is in international relations and peace and conflict studies. While completing...

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Financial Literacy Month Spotlight: Karin Jewell, AFC® Candidate

My Work: I wear many hats here at EWU, from working with families of incoming freshmen, to helping graduates plan for student loan repayment. I counsel, educate, encourage and motivate.   My favorite task is creating and leading financial literacy workshops.  My Roots: I was born and raised in the beautiful Spokane Valley...

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Financial Literacy Month Spotlight: Jerry Buchko, AFC®

My Work: I work with individuals & couples in a virtual office setting, supporting them in their efforts to become more effective managers of their finances and to realize the kinds of financial lives they want for themselves and their loved ones. My Roots: I came from a career Air Force family...

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Call for Applications: 2018 AFCPE® Certification Council

Application Deadline: Monday, February 19, 2018 We are seeking three professionals to serve on the 2018 AFCPE Certification Council. The Certification Council is an integral part of AFCPE's certification programs, helping to lead the association dedicated to furthering the field of personal financial counseling, coaching and education. Open spots must be...

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3 Things to Consider for a Meaningful Practicum Experience

When I received the welcome into the FINRA Foundation Military Spouse Fellowship program I was excited about the opportunity to earn the career-enhancing AFC® certification mark. I felt proud and well on my way to achieving my personal and professional goals. But I also knew that I was just getting started and would have...

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Help Set The Highest Standard: Join our Diverse & Inclusive Community

As AFCPE membership continues to grow, so does the diversity and reach of our professionals. To ensure that the AFCPE Board of Directors is representative of the larger membership community, this Fall the Board voted to expand the current board constituencies. The new structure will better reflect and represent our...

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AFCPE: Advancing the Profession and Bridging the Gap Across Professionals and Communities

One of the things I love most about AFCPE is the diversity and depth of our professionals. Each one brings a different area of expertise and experience from across the field of personal finance, from research to practice. This connected, dynamic network is a hallmark of AFCPE. This year’s Annual...

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America’s Wealth Gap: What It Is and What We Can Do To Close It

On Monday, December 11, we hosted a #BridgingtheGap twitter chat. Special guests, Heather McCulloch, director of Closing the Women's Wealth Gap, and Tom Shapiro, author of Toxic Inequality and thought-leader on the racial wealth gap provided us with a deeper dive into America’s wealth gap and gave us a platform to discuss what...

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Starting A Client Conversation: It Doesn’t Begin with Finance

Personal financial can be a touchy issue for many individuals. Consider this scenario: A client makes an appointment for a financial-planning consultation. As an Accredited Financial Counselor (AFC®), you ensure the client that you do not endorse, sell or promote any financial product line. Yet, even with this disclaimer, your...

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AFCPE Welcomes 2018 Board Members!

AFCPE is excited to welcome four new Board members to the 2018 AFCPE Board of Directors. New board members were elected by AFCPE membership, ratified by the current Board of Directors, and will be sworn into their roles during the November AFCPE Board meeting, held in conjunction with the 2017 AFCPE...

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AFCPE Strategic Report 2016

Dear AFCPE Members, Professionals, Partners and Change Agents, As we come off of an inspiring week of new research, new ideas and new connections that only the AFCPE® Symposium can provide, I find myself reflecting on the incredible strides our organization and community has made over the last few years. We have...

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Cash or No Cash?

Being stationed overseas provides exposure to a different financial attitude. We are stationed in Germany where, even today, one of the corps’ values is “to save.” An old German saying “Nur Bares ist Wahres” --- only cash is true --- underlines another German virtue – paying with cash. Even though...

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