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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.


AFCPE & NEFE: A Shared Vision

Financial Education

January 11, 2017

Both AFCPE & NEFE envision a future where people are empowered to achieve financial well-being through quality information and services. As a result of these overlapping visions, there is much common ground in our work.


#IamAFCPE, You are AFCPE®, We are AFCPE

Symposium, #IamAFCPE, General, Financial Education

September 30, 2016

“Never doubt that a small group of thoughtful, committed, citizens can change the world. Indeed, it is the only thing that ever has.” ― Margaret Mead The theme of the 2016 AFCPE Symposium, November...


Professionalizing the Field of Financial Coaching

Financial Coaching, Financial Education

September 14, 2016

A Reflection on Where We've Come. A Glimpse at Where We're Going. A Shared Mission Financial Coaches Must Be Financial Experts. All consumers, regardless of income or background, deserve access to...


Free: A Financial Counselor's Favorite Price

Saving, Financial Education

August 24, 2016

Client Support When working with clients in a classroom setting or during a one-on-one session, it’s great to have tools and resources available to help support them in their journey toward their...


AFCPE Membership Spotlight: Linda Jacob, AFC®, CFP®

#IamAFCPE, General, Financial Education

July 27, 2016

Linda Jacob was an inaugural recipient of the FINRA Foundation Military Spouse Fellowship back in 2006. After years working in various banking positions, she recognized that her true passion was...


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