Resource Center: News & Publications

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.


Investor Education & Protection: Starting The Critical Conversation about Retirement in Your Community

Retirement, Financial Education

October 25, 2017

Facilitate the Conversation! Download our discussion guide to host a When I'm 65 screening in your community. We make the process easy - outlining what you need, how to prepare, and discussion questions to ask to drive conversation and a call to action.

Financial Education


When Finances Become the Battlefield

Communication

October 23, 2017

Every day you are faced with countless decisions affecting your finances. As an individual, you must be aware of your own financial decisions, but as a married couple, you must also be mindful of the financial decisions your spouse makes as well. In a marriage, a spouse can be the greatest asset or the greatest barrier to financial freedom.

Personal Finance


Conscious Bill Paying

Financial Education

October 17, 2017

A mindful attitude toward your view of money is a sensitive indicator of the richness or poverty of your spirit, and it is vital to your relationship with money.


Bridging the Gap and Making an Impact

Symposium

October 10, 2017

Tell us how you, or your organization, are bridging financial gaps through your line of work and you will be entered for a chance to win free registration to the 2018 AFCPE Symposium in Norfolk, VA! 

#IamAFCPE


Working Together to Strengthen the Continuum of Care

#IamAFCPE, Financial Education

September 29, 2017

To better serve our clients and positively impact financial wellbeing in our country, we believe it is essential that we work together to build a more integrated and inclusive continuum of care.


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