Blog

Financial education programs may increase financial knowledge and improve financial behaviors, but a study at Creighton University found that financial education can also improve health.  The study found significant improvements in health related quality of life that were sustained two years after participation in the education program. Single, low-income women...

August 29, 2018

Allen Ammerman is a great example of how you can turn an interest of yours into a career. He went from being a musician with money interest to an Assistant Professor of Finance at West Texas A&M.  Read his interview below to learn how he followed his passion to fulfill...

August 24, 2018

I have a confession to make: I hate cash. And beyond that, I do not practice many of the behaviors I have heard preached from financial pulpits over the past several years. For example, I do not keep 3-6 months of living expenses in cash or equivalents. This paper began...

August 22, 2018

When it comes to presenters who read their slides, audiences have reached their limit. The relentless dependence on bullet points and text-dense slides do more to bore than to entertain or inspire. In my last blog post, Presenter to Bullet Point: “You’re Fired!, I concluded with a promise to provide you...

August 15, 2018

Interview with Viviana Ramos, AFC®  Viviana Ramos, AFC® is Senior Program Manager and Financial Coach at Compass Working Capital in Boston, MA. Since 2014, she has supported her clients to reach their financial goals by providing assistance and expertise throughout their financial journey. To her clients, she is an advocate with...

August 10, 2018

Viviana Ramos, AFC® is Senior Program Manager and Financial Coach at Compass Working Capital in Boston, MA. Since 2014, she has supported her clients to reach their financial goals by providing assistance and expertise throughout their financial journey. To her clients, she is an advocate with extensive knowledge and resources. AFCPE:...

August 10, 2018

Interview with Saundra Davis, Executive Director of Sage Financial Solutions “My life journey has always been to make my corner of the world a better place”. This week, we catch up with AFCPE’s financial coaching partner, Saundra Davis of Sage Financial Solutions. Saundra was recently honored for her work as...

August 03, 2018

“My life journey has always been to make my corner of the world a better place”. This week, we catch up with AFCPE’s financial coaching partner, Saundra Davis of Sage Financial Solutions. Saundra was recently honored for her work as an adjunct professor at Golder Gate University and shares with...

August 03, 2018

Kristy Tubbs is a woman on a mission. She is and the president of Piece of Heart Financial Counseling & Life Coaching, where she teaches people how to heal the heart from the pain of financial woes. In this interview, she shares about her journey from military spouse to financial...

July 27, 2018

In a world where most of us “wear several hats,” we often lose sight of ourselves and our dreams. As an Accredited Financial Counselor® (AFC®), Walter Morris, is passionate about helping his clients dream again. In his work, he helps people remember their dreams and create a dream-inclusive financial roadmap -...

July 20, 2018

Help us maintain the highest standard for the AFC® certification. Click here to complete the Job Analysis Survey - Deadline: August 1, 2018 This year the AFC® certification program celebrates 25 years of setting the standard for the field of financial counseling and education. One of the ways we uphold these standards is by conducting...

July 18, 2018

Vivian Padua is a financial coach and trainer who is passionate about helping clients become financially capable and mindful in their money management. Through her private practice, “Focus On U Coach”, she provides a wholistic approach to financial coaching, education, and training. When she isn’t working with clients, Vivian serves...

July 13, 2018