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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.

6 Steps to Stay on Track Financially During Times of Separation

Military, Budget, Saving, Financial Education

December 17, 2018

Times of separation are hard on a family and relationships in many ways. One of the most challenging aspects of separation is how to handle the finances – how to budget and continue to make progress toward your financial goals.

#FridayFollow – Investigating a Deep Connection for Economic Justice


December 14, 2018

Interview with Lucia Reed, AFC®, AFCPE® Member, 2018 AFCPE Award Winner


Coaching Your Clients: How a High Savings Rate Beats Juiced Market Returns

December 10, 2018

Many financial coaches and advisors report difficulty in working to improve their clients’ consumption patterns for the purpose of increasing their savings rates. One helpful approach in this endeavor is to provide concrete evidence of the future value that a client will receive by improving his or her consumption habits today. Compound growth may be a powerful force, but it can be very difficult for individuals to visualize when it really matters.

Exhibitor Series

#FridayFollow – Making Personal Finance Fun!


December 07, 2018

Interview with Nothing Funny About Money Podcast Host, Matt Goren, AFCPE® Member


#Raise Your AFCPE Voice 2018

Symposium, #IamAFCPE

December 05, 2018

"During my three days at the conference, I not only learned information and techniques that will make an impact with my clients, I made friends.  I am so grateful to be a part of the AFCPE community, which is made up of some of the most compassionate and motivated people I have ever met, and to FIRNA Foundation for supporting me down this path that gives me purpose, employability, and allows me to be of service to my community."

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