Blog

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...

February 05, 2018

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...

January 16, 2018

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...

December 19, 2017

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...

December 12, 2017

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...

October 17, 2017

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...

September 27, 2017

We all love stories. They inspire. They motivate. They connect. In honor of National Financial Literacy Month, we asked AFCPE professionals to share their stories. To tell us their "Why". What inspired them to become financial educators, counselors or coaches. As the month comes to an end, the stories do...

April 28, 2017

In the fall of 2008 I had just moved my small family across the country. We were 1,000 miles from anyone we knew, my wife was 8 months pregnant with our second daughter, I had no job and, after deciding not to go to medical school, no idea what I wanted...

April 27, 2017

When I became pregnant at 18, people made it quite clear that my life was about to change forever. These people were close to me and offered the best advice they could. Advice like, “Don't go to college. Get on welfare” or “Your life is pretty much going to revolve...

April 26, 2017

I was inspired to pursue my AFC® certification because of an early county teaching experience. While teaching a basic budgeting class, I met a young mother of three who was working three different jobs in order to make ends meet. I was amazed at how resourceful and goal oriented she was....

April 25, 2017

https://www.youtube.com/watch?v=Ff22A_dvfRU&feature=youtu.be Study Break! A group of professionals, all studying for the AFC® exam, take a break to share their "Why." Learn what inspired six women from United Way California Capital Region to pursue the AFC certification and become financial counselors and coaches. Renee: “My why is because I want young children to learn this [information]...

April 24, 2017

https://www.youtube.com/watch?v=EcvkkhrDAkw&feature=youtu.be My why, the reason I love to do this work, is because of the relief that it brings to people. Money can be a really scary subject. There was a recent study that showed that 30% of Americans can't sleep at night because they were worrying about their finances....

April 21, 2017