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.
Interview with Nothing Funny About Money Podcast Host, Matt Goren, AFCPE® Member
"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."
Incorporating empirically-based curriculum and programming is simply best-practice. It’s not time or cost effective to do something simply because we think it works. Offer programming that you have evidence will produce positive results for your clients. This will ultimately attract new clients and retain existing clients.
Interview with Edna Forero, AFC®, FFC®
When you teach personal finance, how do you know if the lessons are really sinking in? There is an added challenge when you teach adult and nontraditional learners in that you often don’t know participants’ level of financial literacy beforehand and, unless you follow up afterwards, there’s no way of measuring whether they learned anything or — the real point — if they changed any of their financial behaviors for the better after the program.