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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.


The Challenge: Creating Visuals for Financial Concepts

December 19, 2016

When you teach financial concepts, how do you help your clients or audience understand the concept?

Financial Education


AFCPE Strategic Report 2016

Symposium, #IamAFCPE, General

November 28, 2016

"Together, we will launch into next year well-equipped to continue our visionary work - to improve the professionalism of our field and ensure financial security for all people."


Cash or No Cash?

November 09, 2016

Is a world without cash a horror scenario or the future?

Personal Finance


Starting A Client Conversation: It Doesn’t Begin with Finance

October 17, 2016

Personal financial can be a touchy issue for many individuals. By putting ourselves “in our client's shoes,” we open our perspective and create a gateway to a successful client financial counseling interaction...

Personal Finance, Financial Education


#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...


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