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...

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...

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...

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...

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...

Read More >
#ResearchWednesday: The Gap in Financial Literacy in the Latinx Community

BackgroundMigration is primarily an economic phenomenon and occurs in stages; first geographical which takes little time, and then cultural which may take decades; it’s called assimilation. Assimilating the ways by which Americans manage their money has proven to be particularly difficult for Hispanics and contributes to the significant wealth gap...

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....

Read More >
#ResearchWednesday: Public Service Loan Forgiveness…Has this program been redeemed?

This article was written before Biden announced the loan forgiveness executive order. Quick Summary With millions of baby boomers approaching retirement age and thereby leaving the workforce, the Public Service Loan Forgiveness Program (PSLF) was created to increase the applicant pool for government and non-profit jobs.   PSLF is a federal...

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....

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,...

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...

Read More >
Real Money, Real Experts: Bill Gustafson

Episode 61: The Founding of AFCPE® and Looking to the Future with Bill Gustafson Download the transcript here. In this week's episode of Real Money, Real Experts, our hosts speak with Bill Gustafson, who is a professor emeritus in the Personal Financial Planning Department at Texas Tech University. He has...

Read More >