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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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Accredited Financial Counselors® Ban Together to Support Furloughed Employees

January 18, 2019 Virtual and in-person services available to federal employees and families COLUMBUS, OH (January 25, 2019) – To provide support to the more than 800,000 federal employees who are working without pay during the government shutdown, the Association for Financial Counseling and Planning®(AFCPE®) has created a web page that...

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The Association for Financial Counseling and Planning Education® Announces Joint Partnership with FEMA

The Association for Financial Counseling and Planning Education® Announces Joint Partnership with FEMA December 19, 2018 New financial preparedness program to aid those vulnerable to financial hardship post natural disaster COLUMBUS, Ohio, Dec. 19, 2018 /PRNewswire/ -- Following multiple historic disasters across the United States, and in preparation for future incidents, the Association for Financial...

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AFCPE® Professionals Raise Their Voices For Innovation and Impact

AFCPE® Professionals Raise Their Voices For Innovation and Impact November 28, 2018 WESTERVILLE, Ohio, Nov. 28, 2018 /PRNewswire/ -- Each year, the Association for Financial Counseling and Planning Education® (AFCPE®) recognizes the outstanding accomplishments of its diverse and inclusive community of financial professionals. Award winners are peer-nominated and go through a rigorous peer-reviewed application process....

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FINRA Foundation Names 2018 Recipients Of First Annual Military Spouse Fellowship Program Awards

November 16, 2018 The FINRA Investor Education Foundation (FINRA Foundation) has announced the recipients of the first annual awards to FINRA Foundation Military Spouse Fellows for outstanding service and dedication to military service members and their families. The FINRA Foundation Military Spouse Fellowship offers military spouses the opportunity to earn...

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Operation HOPE and AFCPE partner to certify HOPE Inside financial wellbeing coaches

October 03, 2018 ATLANTA – October 3, 2018 – Global financial dignity and economic empowerment nonprofit, Operation HOPE, Inc., announced today a partnership with the Association for Financial Counseling & Planning Education® (AFCPE®) to certify HOPE financial wellbeing coaches with the Accredited Financial Counselor (AFC®) designation. The AFC®certification program includes comprehensive life-cycle financial...

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Survey Finds Nearly Half of Georgians are Unprepared for Retirement

October 02, 2018 ATLANTA, Oct. 2, 2018 /PRNewswire/ -- Today, the Association for Financial Counseling and Planning Education®(AFCPE®) released results from a statewide survey that examined the retirement preparedness of Georgians. The survey, which was funded by a grant from the Investor Protection Trust in collaboration with Georgia Secretary of State, Brian P. Kemp, revealed that 42...

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Rethinking the 3 to 6 months Rule of Thumb in Financial Planning

August 22, 2018 Columbus, OH, August 22, 2018: The Association for Financial Counseling and Planning Education® (AFCPE®) recently released results from a study examining the relationship between personal attitudes and asset allocations. Published in the Journal of Financial Counseling and Planning (JFCP) as part of our special issue on health and finances, the study...

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