Blog
#AFCPE2022 Sponsor Spotlight: Private College 529 Plan
Welcome to the 2022 Sponsor Spotlight series! As we prepare for #AFCPE2022, November 16-18, 2022, we are excited to introduce you to a few of our incredible Sponsors! Learn more about the organizations in the Exhibit Hall next week. Who are you? Private College 529 plan is a prepaid 529...
November 09, 2022
Read More >#AFCPE2022 Sponsor Spotlight: Zeiders
Welcome to the 2022 Sponsor Spotlight series! As we prepare for #AFCPE2022, November 16-18, 2022, we are excited to introduce you to a few of our incredible Sponsors! Learn more about the organizations in the Exhibit Hall next week. Who are you? Zeiders Enterprises, Inc. is a veteran-owned company...
November 08, 2022
Read More >Real Money, Real Experts: Ritta McLaughlin & Olivia Valdes
Episode 65: Working Towards a More Inclusive, Equitable Market with Keynote Speakers Ritta McLaughlin & Olivia ValdesDownload the transcript or watch on Youtube!This week, we're speaking with joint #AFCPE2022 keynote speakers from the FINRA foundation: Ritta McLaughlin, the Director of Investor Education Community Outreach & Olivia Valdes, a Senior Research Analyst....
November 08, 2022
Read More >2023 AFCPE Leadership
Meet Your Newly Elected 2023 AFCPE Board Members and Certification Council Leaders Thank you for participating in our internal elections for the 2023 Board of Directors and Certification Council. The results have been finalized and will be ratified by the AFCPE Board of Directors during the November meeting. Meet your...
November 07, 2022
Read More >Celebrate National Disability Employment Awareness Month as a Financial Professional!
3 Ways to Provide Stronger Financial Guidance to Clients with Disabilities Happy National Disability Employment Awareness Month! Every October, we are proud to celebrate the people with disabilities and their contribution to the field of personal finance! Wondering how to acknowledge NDEAM in your work as a financial professional? We've...
October 31, 2022
Read More >Real Money, Real Experts: Jason Craige Harris
Episode 64: The Need for a Revolution of Compassion with Keynote Speaker Jason Craige HarrisDownload the transcript or watch on Youtube!In this week’s episode, we sit with Jason Craige Harris, a voice for healing and transformation who works across communities and organizations to promote dignity, belonging, and compassion. Jason is also...
October 25, 2022
Read More >Friday Follow: Meet our Event Interns
Learn more about Amber Almond and Kai Liverpool, our Event Interns who help support our Special Events Manager in event planning management and logistics for our national symposium & more.My Roots:Amber: I am a northern California native. My hometown of Petaluma, CA was once referred to as the butter and...
October 20, 2022
Read More >Friday Follow: Celebrating Hispanic Heritage Month
Barbara Martinez is an AFC® Candidate and scholarship recipient working with Illinois’s unbanked and underbanked residents, championing to close the racial wealth gap and aiming to create more equitable opportunities in financial well-being for everyone.Can you tell us a little about your origin story and how that shaped the work...
October 14, 2022
Read More >Real Money, Real Experts: Robin Hauser
Episode 63: $avvy: Women. Money. Freedom. with Robin Hauser Download the transcript or watch on Youtube! In this week’s episode, we get to know Robin Hauser: an award-winning documentary filmmaker and a keynote speaker at the 2022 AFCPE Symposium. Her film, $avvy, was inspired by her own personal experience with money....
October 11, 2022
Read More >Real Money, Real Experts: Ryan Law, CFP®, AFC®
Episode 62: Being Change Agents and the Current State of Student Loans with Keynote Speaker Ryan Law, CFP®, AFC®Download the transcript or watch on Youtube!This week on Real Money, Real Experts, we're back with Ryan Law, CFP®, AFC®, a recognized expert in client communication, student loans, financial counseling, and behavior change....
September 27, 2022
Read More >30 Reasons to Become an Accredited Financial Counselor
Do you believe in a future where all people — regardless of income or background — deserve financial security? Help make it a reality: Become an Accredited Financial Counselor®. For more than 30 years, the Accredited Financial Counselor® (AFC®) Certification has set the standard for the highest level of knowledge,...
September 23, 2022
Read More >Join AFCPE in Celebrating Hispanic Heritage Month!
3 Ways to Provide Stronger Financial Guidance to Hispanic-Latinx ClientsHappy National Hispanic Heritage Month! From September 15 - October 15, we are proud to celebrate the Hispanic-Latinx community and its contribution to the field of personal finance!What's the difference between Spanish, Hispanic and Latinx? The term Hispanic describes a person...
September 20, 2022
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