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?
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...
Financial Education Materials in Spanish
General
January 13, 2012
The local Cargill Meat Solutions Plant has a workforce of about 500 people – 80% are Hispanic. With some of the United Way money for financial education I would like to contribute at least 12...