Resource Center: News & Publications

The AFCPE® Blog

The AFCPE Blog is designed to provide new and insightful personal finance information for financial professionals – information that can be shared with both clients and consumers and provides new insights into education and practice.


Investor Education & Protection: Starting The Critical Conversation about Retirement in Your Community

Retirement, Financial Education

October 25, 2017

Facilitate the Conversation! Download our discussion guide to host a When I'm 65 screening in your community. We make the process easy - outlining what you need, how to prepare, and discussion questions to ask to drive conversation and a call to action.

Financial Education


Conscious Bill Paying

Financial Education

October 17, 2017

A mindful attitude toward your view of money is a sensitive indicator of the richness or poverty of your spirit, and it is vital to your relationship with money.


Working Together to Strengthen the Continuum of Care

#IamAFCPE, Financial Education

September 29, 2017

To better serve our clients and positively impact financial wellbeing in our country, we believe it is essential that we work together to build a more integrated and inclusive continuum of care.


#FinHealthMatters

Financial Education

June 27, 2017

In recognition of #FinHealthMatters day, the AFCPE staff joins me to help answer the important question: What is financial health and why does it matter? At AFCPE we are passionate about supporting our professionals and working together to ensure that financial health is realized for all.


Did You Hear?

Technology, Financial Education

June 12, 2017

The pros and cons of using podcasts to educate yourself on personal finance


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