News
Award-winning AFCPE Members develop programming and research to strengthen economic security in their communities
WESTERVILLE, OH -- The 2020 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. “I am inspired by our AFCPE Members’ continued dedication to providing accessible financial education and counseling in...
December 08, 2020
Read More >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...
August 27, 2020
Read More >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...
July 29, 2020
Read More >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...
June 10, 2020
Read More >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...
April 14, 2020
Read More >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...
December 26, 2019
Read More >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...
December 10, 2019
Read More >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...
November 25, 2019
Read More >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...
November 13, 2019
Read More >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...
August 27, 2019
Read More >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...
August 22, 2019
Read More >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...
August 16, 2019
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