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FINRA Foundation News: Military Spouses Receive Fellowships to Conduct Financial Counseling

WASHINGTON (August 27, 2020) – Military service members and their families often face unique financial challenges complicated by frequent moves, cost of living adjustments and un- or underemployment of military spouses. In an ongoing effort to increase the financial capability of service members and their spouses, the FINRA Investor Education...

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NEFE, AFCPE Partner to Support Diverse Communities

July 29, 2020 - NEFE is launching this initiative through a partnership with the Association for Financial Counseling and Planning Education® (AFCPE®) to fully sponsor the training and credentialing of 100 new Accredited Financial Counselors® (AFC®), all of which will be people of color. AFCPE does important work to ensure...

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Wells Fargo Foundation Expands Free Virtual Financial Coaching to Help with COVID-19 Hardships

SAN FRANCISCO--(BUSINESS WIRE)--With record numbers of U.S. adults filing for unemployment, and many people facing a lower income amid COVID-19, the Wells Fargo Foundation is supporting national nonprofits in expanding virtual financial coaching services, cost-free, to help the public adapt in these challenging times. These efforts are part of the Wells Foundation’s $175...

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National Disability Institute and the Association for Financial Counseling and Planning Education® Launch Financial Inclusion Essentials

WASHINGTON, D.C. (April 14, 2020) – National Disability Institute (NDI) and the Association for Financial Counseling and Planning Education® (AFCPE®) have officially launched Financial Inclusion Essentials, a self-paced online course with six modules designed for financial counselors, financial coaches, disability service providers and others who want to learn more about...

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State Employees’ Credit Union Awarded AFCPE® 2019 Setting the Standard Award

RALEIGH, N.C., Dec. 23, 2019 (GLOBE NEWSWIRE) -- State Employees’ Credit Union (SECU) was recently honored with the 2019 Setting the Standard Award by the Association for Financial Counseling and Planning Education® (AFCPE®).  SECU earned the Award in recognition of its efforts to enhance its financial counseling services by certifying employees with the...

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Innovation & Impact: AFCPE Members are Positively Impacting Economic Security in their Communities

WESTERVILLE, Ohio, Dec. 10, 2019 /PRNewswire/ -- The 2019 Association for Financial Counseling and Planning Education® (AFCPE®) Awards recognize individuals and organizations across the country who elevate the personal finance field through innovation, expertise, leadership, and mentorship. "Each year I am inspired by the work that is being done by AFCPE Members to ensure...

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National Disability Institute and the Association for Financial Counseling and Planning Education® Launch Financial Inclusion Essentials

WESTERVILLE, Ohio, Nov. 21, 2019 /PRNewswire/ -- National Disability Institute (NDI) and the Association for Financial Counseling and Planning Education® (AFCPE®) today announced the launch of Financial Inclusion Essentials, a self-paced online course with six modules designed for financial counselors, financial coaches, disability service providers, and others who want to learn more...

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Podcast Co-Host Opening

Podcast Co-Host Opening Do you love talking about finance? Are you passionate about impacting clients? Do you wish you had a platform to reach all of AFCPE members? WE NEED YOU! AFCPE is excited to announce our new podcast “Real Money, Real Experts” coming in 2020. It will focus on...

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2019 Military Spouses Receive Fellowships to Conduct Financial Counseling

Military service members and their families often face unique financial challenges complicated by frequent moves, cost of living adjustments and un- or underemployment of military spouses. In an ongoing effort to increase the financial capability of military families, the FINRA Investor Education Foundation awarded 2019 FINRA Foundation Military Spouse Fellowships...

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DataPoints & AFCPE® Form Partnership to Blend Financial Psychology Technology with the Leader in Financial Counseling, Coaching, & Education

The partnership will benefit AFCPE® members and DataPoints clients, with the ultimate goal of helping improve the financial lives of individuals. Marietta, GA, August 22, 2019 --(PR.com)-- DataPoints and the Association for Financial Counseling & Planning Education® (AFCPE®) today announced a partnership between their organizations. The partnership will allow AFCPE...

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Survey Finds Nearly Half of Iowans Are Not Currently Planning for Retirement

DES MOINES, Iowa, Aug. 15, 2019 /PRNewswire/ -- Today, the Association for Financial Counseling and Planning Education® (AFCPE®) released results from a statewide survey examining the retirement preparedness of Iowans. The survey, funded by a grant from the Investor Protection Trust (IPT) in collaboration with the Iowa Insurance Division, AARP Iowa and Detroit...

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FINRA Foundation Seeks Applicants for Military Spouse Fellowship

March 01, 2019 Fellows Provide Military Service Members and Their Families with Financial Counseling and Education Services While Earning Professional AFC® Credential WASHINGTON — Starting today, the FINRA Investor Education Foundation Military Spouse Fellowship is accepting applications for its 2019 class of financial FINRA Fellows — a unique program designed to...

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