Blog

Getting to know Sara DeSantis, AFC® Candidate Sara is a professional of many skills and wears many hats! She is a librarian working as a content portfolio specialist on-site at Eli Lilly and Company where she manages all of the subscriptions and journals for the library. She has also been...

August 27, 2021

Getting to know Melissa Mittelstaedt, AFC® Candidate Melissa is a Money Coach for women entrepreneurs, whether they have a side hustle, a full time 1099 operation, or run a small business --she partners with them to ensure financial stability.  AFCPE: What led you to a career in personal finance? And...

August 06, 2021

Active-duty military members, including reservists serving under active orders, face special challenges in the timely servicing of their student loans. In recognition of this, Congress has provided legislative and regulatory relief both specific to military service as well as to public service in general. While some of these provisions are...

June 30, 2021

Written By: Catalina Laschon, AFC® Candidate & Meghan McInnes, AFC®, FFC® We’re seeing more and more examples of financial counselors and coaches educating and advising the immigrant community. Immigrants are called by many names: foreign national, alien, expat, adoptive citizen, 1st generation, and the list goes on. Meanwhile, they all...

June 28, 2021

Getting to know Michael Roush, MA, AFC® Michael Roush, M.A., AFC® is the Director of the Center for Disability-Inclusive Community Development (CDICD) at National Disability Institute (NDI). His work is focused on building a better financial future for communities that are often left out of mainstream social, economic, and educational...

June 18, 2021

Celebrate Pride with AFCPE! June is LGBTQ+ Pride Month! Pride is a time to celebrate and recognize the work of LGBTQ+ Accredited Financial Counselors®, Candidates, and Members and their impact on the field. Pride is also an opportunity for all of us, as financial professionals, to ensure that we are...

June 01, 2021

Getting to know Adina Appelbaum, AFC® candidate Adina Appelbaum is a financial and online business coach for immigrants and their families. She is also an immigration lawyer at a non-profit. Together with her husband, Mauricio, Adina started Immigrant Finance, with the mission to “empower immigrants and their families with personal...

May 21, 2021

Getting to know Delicia Carswell, AFC® Delicia Carswell, AFC® assists individuals in creating and achieving their version of financial freedom. In this week’s Friday Follow, she shares her journey from FINRA Foundation Military Spouse Fellow to small business owner. Delicia offers excellent advice for other financial counselors and coaches looking...

May 14, 2021

As a financial coach, people often ask me, “what’s the best tool for budgeting?” And it’s a fair question! There are hundreds of budgeting tools out there, from free ones like Intuit’s Mint, to intricate tools like You Need a Budget (YNAB). While everyone has their own opinion, my personal...

May 10, 2021

#ResearchWednesday New! AFCPE’s Research to Practice Task Force is now contributing regular articles to AFCPE’s blog. These articles are designed to summarize research, share personal realizations from a practitioner point of view, and encourage dialogue between researchers, practitioners, and educators. As you read research, ask yourself: What’s your “Aha moment?”...

March 24, 2021

My Name: Zulairam Ruiz-Agosto (pronounced zoo-lie-rum in English) My Work: Member Services Coordinator. My role is to make sure you are all getting the best experience out of your AFCPE® Membership. My Roots: I was born in Puerto Rico and grew up in the Bronx, NY (you’ll hear my fabulous accent...

March 19, 2021

Get to know FINRA Foundation Military Spouse Fellow, Darya Morrison Darya Morrison is an AFC® candidate and a 2020 FINRA Foundation Military Spouse Fellow. Less than one year ago, she was filling out the application to join the Fellowship program. Today she has an ambitious personal goal of earning her...

March 12, 2021