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#FridayFollow: A New Program and a Fated Career

Jing Jian Xiao, PhD is a professor and researcher in consumer economics and personal finance at the University of Rhode Island (URI). His university was recently approved as an AFCPE® Registered Education Program, meaning that their program’s curriculum meets the educational requirements to prepare students to sit for the AFC®...

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#FridayFollow: A Military Spouse Shares the Value of an AFC®

Trey Spencer is an AFC® candidate and 2019 FINRA Foundation Military Spouse Fellow. He is currently a full-time stay-at-home-dad and military spouse. Trey volunteers at Ft. Still doing financial counseling and helping in the Legal Assistance Office. During this FINRA Foundation Military Spouse Fellowship application period, we were excited to learn...

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#FridayFollow: Personal Financial Education Should Be For Everyone

Cliff Robb is a professor at UW-Madison, where he teaches personal finance in the School of Human Ecology. UW-Madison recently became an AFCPE® Registered Education Program, which means their coursework covers the core competencies required to sit for the AFC® certification exam. Get to know Cliff, and hear firsthand why...

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#FridayFollow: Becoming Wise Stewards of the Gifts We Have to Give

Don Fulton, M.Div., M.Th., AFC®, CRC®, FFC® is a financial coach and an ELCA Lutheran clergy who is currently serving on the AFCPE Board of Directors. He describes himself as someone who wears two hats. As a financial coach, Don works with clients to empower them in their financial decision...

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#FridayFollow: Focus on the areas that light you up the most

Get to know new AFCPE Board Member, Jen Hemphill, AFC®! Jen has been active in the AFCPE community since 2008, when she became a FINRA Foundation Military Spouse Fellow. As an AFC, Jen is passionate about helping women become confident and take control of their money. As a board member,...

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#FridayFollow: From Ironing Dollar Bills to Leaving a Lasting Impact

Eve Pentecost, CFP® is an assistant professor at The University of Alabama, working with students from across the country – and even outside it – as they prepare for rewarding careers and enrich their knowledge in consumer affairs and financial planning. Her appreciation for money and how to treat it...

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#FridayFollow: Siblings with a Spirit to Serve

Carl and Carletha Windom are Accredited Financial Counselors® (AFC®) who have a spirit to serve. As siblings, the Windoms have a strong family history of military service. Their individual and collective experiences have given them an understanding of the unique challenges that military service members face, instilling a passion to...

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#FridayFollow: The Tax Lady

Erin Kidd, AFC® is an Enrolled Agent who specializes in individual taxation and focuses on simplifying complex tax issues and educating clients. “I love to help them plan for the future and anticipate the implications of their next financial move!” AFCPE: You were part of the very first class of FINRA...

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#YoungProWeek: Giving a Financial Framework to a Purpose Filled Life

Trevor Sharp, CFP®, ChFC®, AFC®, is a financial planner for DMBA, an employer sponsored financial planning firm.  Their firm helps employees with everything from basic money management to comprehensive financial planning. AFCPE: What inspired or led you to pursue a career in this field? Trevor: When I was a freshman...

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#YoungProWeek: The Power of Blending Counseling and Coaching

Dominique Reese, AFC®, FFC® is a financial coach serving LA County and beyond. She helps her clients with anything that impacts their money, and if she is unable to help – she’ll work with them to secure the right resource or professional, so they can achieve their financial goals. AFCPE:...

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#YoungProWeek: An Advocate for Financial Literacy & Independence

Julie Tran, AFC® strives to help her community toward financial stability and financial independence through empowering individuals – helping them to recognize the skills they already possess and grow their confidence to manage their own personal finances. Julie: I want to be a strong advocate to impact the system and...

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#YoungProWeek: Serving the Underserved

Joshua Van Every, AFC® candidate is a financial counselor at the AIDS Resource Center of Wisconsin. He oversees a program that allows him to work alongside and assist clients in equipping them with the tools imperative to achieve financial peace. AFCPE: What inspired or led you to pursue a career...

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