Blog

At the 2018 AFCPE Symposium, Matt Goren, CFP® and Michael G. Thomas, AFC® received the Outstanding Consumer Financial Information award for their podcast, Nothing Funny About Money. Recipients of this award, nominated by their peers, provide innovative consumer information in the field of financial counseling and planning. Nothing Funny About Money (NFAM) is...

December 07, 2018

When I received the notification that I could attend the 2018 AFCPE Symposium, thanks to a scholarship from FINRA Foundation for military spouse fellows, I had no idea how much of an impact it would have on me.  How do you put into words the feeling of having your purpose...

December 05, 2018

While I typically present about love and money, it could easily be stated as loving money. Guiding couples through the love and money discussion may just end up with a scenario of the couple loving their money story—“loving money.” For individuals, money has reportedly been the top stressor for the past decade...

December 03, 2018

Edna Forero, AFC®, FFC® is the spouse of a Marine Corps veteran and the Military Family Advisory Network (MFAN) financial education manager. Over the past 22 years, Edna has worked in the financial industry to provide relevant and objective financial education and financial services to both the civilian and military communities....

November 30, 2018

When you teach personal finance, how do you know if the lessons are really sinking in? There is an added challenge when you teach adult and nontraditional learners in that you often don’t know participants’ level of financial literacy beforehand and, unless you follow up afterwards, there’s no way of...

November 27, 2018

Earlier this month, we added a new staff member to the AFCPE team, Summer Red, AFC®. Since earning her AFC®designation in 2015, Summer has been an active member of the AFCPE community. She has taught several sessions of the AFC® Webinar Review Course to AFC candidates and served as a member...

November 23, 2018

A good credit history is crucial in today’s economy. Far more than just a number, a good credit score is a prerequisite for every day financial services like a low-cost credit card, a bank account or car loan. A good credit history can make the difference in accessing the affordable...

November 16, 2018

Imagine a work environment where you can share with your colleagues, learn from each other’s experiences, and use that shared knowledge to be a more effective financial professional. A place where your knowledge is valued, a place where employees build each other up, and a place where learning is valued:...

November 13, 2018

Ana Gonzalez Ribeiro is a longtime advocate for financial education. She entered the field more than 10 years ago as a personal financial writer, writing for popular publications and websites such as Mint.com and Yahoo Finance. Fast forward to today, Ana is an Accredited Financial Counselor® with the same “why”. When...

November 09, 2018

Johnie Reed is an AFC® based in Cleveland, Ohio. When asked about his profession, he shares with people that he’s a teacher by training, trade, and occupation. In his role as a financial counselor, he develops relationships based on trust and professional respect. Johnie helps clients change and improve upon their...

November 02, 2018

Scott Henderson is a Texas-based AFC® working full-time at a financial planning firm while pursuing his Master’s Degree and running a business and website called Simplifinances. Scott’s vision is to help young people and middle-class Americans simplify their finances so they can start living a life of financial independence. AFCPE: What inspired you...

October 26, 2018

Laura Coleman is a Tennessee-based Accredited Financial Counselor® with a special niche – preparing couples financially for fertility and adoption. After experiencing firsthand the financial burden and stress that accompanies the fertility and adoption process, Laura felt called to start her blog, podcast, and financial coaching practice, Family Money Coaching. In this...

October 19, 2018