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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.


Top Tips from the AFCPE "Twitter Queens"

Symposium

August 31, 2016

How to Make the Most of Your #AFCPE16 Experience Whether it’s your first AFCPE® Symposium or your 26th AFCPE Symposium (à la Dr. Barbara O’Neill), we guarantee you will walk away with new ideas,...


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...


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