Blog

Together we can make a difference today for students who will make a difference tomorrow. https://www.afcpe.org/support Long-time AFCPE Member, Ryan Ritter, AFC®, invites you to accept the challenge! Accept the Challenge! Support AFCPE Students Help us meet our goal of $10K in just 10 days. The more you help, the...

July 09, 2018

We are proud to recognize Biola University as our newest AFCPE® Approved Education Program! AFCPE: What inspired you to work in the field of financial planning and education? Shane: The stock market captured my attention at a young age, and I just had to learn more. As I read and attended seminars,...

July 06, 2018

Audiences Come Alive! Do your eyes glaze over at the thought of sitting through another drab PowerPoint presentation? Is your own audience petrified by what dullness might be lurking behind your title slide? When I ask audiences if they would prefer a slideshow or an informal discussion, hands down, they welcome...

July 03, 2018

Brandy Baxter is a 2011 FINRA Foundation Military Spouse Fellowship recipient and financial coach. As a public speaker and owner of her own business Living Abundantly, she coaches and educates people on a variety of money matters, from budgeting to credit and debt management. In her work, she is truly...

June 29, 2018

The Equifax data breach forever changed the landscape of consumer data protection. For consumers, it was the first time that a breach exposed at one time essentially all the components an identity thief needs to commit a variety of crimes. Because the hacked information included names, Social Security numbers, birth...

June 27, 2018

Ann House is the Director of the Personal Money Management Center (PMMC) at The University of Utah. She provides financial education and services for students to obtain an education with as little debt as possible. Her goal is to give them the appropriate tools while achieving lifelong, successful financial outcomes....

June 22, 2018

Stephen Newland is an AFC® in the Atlanta, GA area with a passion for helping people set and achieve their financial goals. He started volunteering as a money coach in 2010 and now works full time running the financial education programs at churches in Buckhead & Alpharetta, Georgia. AFCPE: When people ask...

June 15, 2018

Interview with Jessica Moorhouse, CFC™ Jessica Moorhouse is a money expert, Certified Financial Counselor (CFC) & podcaster. Jessica talks to us about her passion, the ups and downs of being self-employed and her experience hosting the Mo’ Money Podcast. AFCPE: What inspired you to enter this field? Jessica: My passion for...

June 08, 2018

Adrian Klenz, AFC® is a financial counselor, educator and certified housing counselor. He’s also one of AFCPE’s AFC® Review Course instructors. When people ask what he does, he usually has to explain how his work differs from a financial advisor or a financial planner. Adrian: Usually people hear the word “financial” and think...

June 01, 2018

Deborah Owens is the Founder and CEO of WealthyU, a financial wellness company. She is on a mission to close the wealth gap that exists for women and minorities by providing a curriculum, coaching, accountability and support. AFCPE: What inspired you to enter this field? Deborah: I believe the wealth gap...

May 25, 2018

Pamela Capalad, a Certified Financial Planner™ and Accredited Financial Counselor®, is a fee-only financial planner whose business is called Brunch & Budget. Why brunch, you might ask? Pam says that, “brunch gives us the space to have real, open, and vulnerable conversations. It's about getting to the heart of why we're...

May 18, 2018

My family loves Key West, FL. We happened upon it during a cruise, which would have been a disaster, if not for the great group of friends we were with. (Who would have imagined eight-foot waves in the Bahamas?). Our day trip in Key West, on my birthday no less,...

May 15, 2018