Blog
AFCPE Members are Bridging the Gap
"At AFCPE, we believe in motivating change, in bridging gaps, in making connections with knowledge and empathy. Because we know that the best way to impact our culture is by improving individual lives." Thank you to the AFCPE Members and certified professionals who make an incredible impact in the lives of the...
November 15, 2017
Read More >Zeiders Enterprises builds bridges for military communities worldwide
Bridges enable people to get from one place to another. People go places they couldn’t go before, or previously had to find an ineffective way to get there. At Zeiders Enterprises, Inc. we have a network of financial professionals that includes AFC® credentialed professionals who help Service members go places they...
November 13, 2017
Read More >Preparing Students to Work in Diverse Professions in Personal Finance
Personal Financial Planning at Kansas State University (K-State) is a nationally recognized and award-winning program that prepares students to work in diverse professions in personal finance. Known for excellence in educating and training students, the K-State Personal Financial Planning program helps to equip students with strong technical and soft skills...
November 10, 2017
Read More >Bridging the Gap between Money and Our Emotional Messages
My goal as the creator of Money Habitudes® has been to make it easy for people make the connection between our financial behaviors and our emotional messages. When individuals seem to be facing the same financial challenges repeatedly, it’s a good bet that their behavior is actually fulfilling an important emotional...
November 09, 2017
Read More >Happy Change-Making!
It all started with scribbled notes on the back of a napkin. As a financial coaching organization led by experienced frontline practitioners, we were all too aware of the gaps programs face that can take precious time away from serving customers, such as finding access to the resources and answers that...
November 08, 2017
Read More >Casting a Net Gain for Law Students
We’ve all heard the old adage: give a man a fish, and he’ll eat for a day, but teach a man to fish, and he’ll never be hungry again. It was with that in mind that MAX by AccessLex® was designed, to be a sort of personal finance bait and tackle...
November 07, 2017
Read More >Bridging the Gap through Credit Building
A good credit history is crucial in today’s economy. Far more than just a number, a good credit score is a prerequisite for everyday 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 lending...
November 06, 2017
Read More >Investor Education & Protection: Starting The Critical Conversation about Retirement in Your Community
Did you know that: 17% of Ohioans reported that over the past year, their household spent more than their income* 27% of Ohioans reported having medical bills past due* Nearly 60% of Ohioans do not have an emergency fund to cover three months, which means that individuals who are not...
October 25, 2017
Read More >When Finances Become the Battlefield
Whether you joined the military or you married into the military, this life choice came with several battlefields. While you probably prepared yourself for wartime battlefields, you may not have considered some of the battlefields within your own home. Every day you are faced with countless decisions affecting your finances....
October 23, 2017
Read More >Starting A Client Conversation: It Doesn’t Begin with Finance
Personal financial can be a touchy issue for many individuals. Consider this scenario: A client makes an appointment for a financial-planning consultation. As an Accredited Financial Counselor (AFC®), you ensure the client that you do not endorse, sell or promote any financial product line. Yet, even with this disclaimer, your...
October 17, 2017
Read More >Conscious Bill Paying
Do you grumble and feel resentment while you pay bills? Does it feel like there’s never enough, and moving off the grid is beginning to sound better and better? Or do you feel lighthearted and grateful for the goods or services you have been provided? A mindful attitude toward your...
October 17, 2017
Read More >Bridging the Gap and Making an Impact
Has your work as a finance professional made an impact on an individual, organization or entire community? We want to hear about it! In anticipation of the 2017 AFCPE Symposium, we want to highlight the impact our professionals make day in and day out. Tell us how you, or your...
October 10, 2017
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