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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.


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...


Are your personal finances TOP SECRET?

Estate Planning, Financial Education

July 21, 2016

Recently, I attended a funeral for a much-loved, elderly friend. He adored his wife and spoiled her every day. Throughout their marriage, he took care of the bills, handled their portfolio, and...


Help More People Start Saving:

Saving

July 18, 2016

Encourage Your Clients to Save with MyRA Most people know that saving for retirement is important, but many Americans don’t have an easy way to get started. A recent report from the Pew Charitable...


Returning to College as an Adult

General

July 13, 2016

There are many middle aged adults who see further education as a path to a better paying career or an opportunity to pursue new interests. However, with the ever-rising cost of higher education,...


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