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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.

To Know Who You Are


January 27, 2015

To know who you are, both personally and professionally is an amazing feeling. To have the confidence in knowing that conquering the world…or at least your little piece of it…is just around the...

3 Steps to Finding Funds You Already Have

Budget, General, Financial Education

January 23, 2015

There’s no way around it - financial struggles are can be both difficult and overwhelming. However, if you take some time to visualize where and how your money is being spent, you may find that you...

Credit Building: A Powerful Strategy for Financial Practitioners

Credit, Financial Education

January 20, 2015

A good credit history is crucial in today’s economy. Far more than just a number, a good credit score can make the difference in being able to access the affordable lending products necessary to go...

Annuities: Complex, perplexing. Worth it? Maybe, maybe not.


December 23, 2014

As a mix of part-time financial counselor and part-time retiree - and certainly more retiree than counselor - I’ve had to go through all the necessary steps to ensure my spouse and I have the funds...

AFCPE Membership Spotlight: Sharon Cabeen

#IamAFCPE, General

December 19, 2014

2014 Recipient of the AFCPE® Celia Ray Hayhoe Distinguished Fellow Award This year, AFCPE was proud to recognize Sharon Cabeen as the recipient of the Distinguished Fellow Award. The honor goes...

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