Building Capacity for Financial Security in Underserved Communities

Scholarships provide much needed access to personal finance certification and training WESTERVILLE, Ohio, Feb. 18, 2021 /PRNewswire/ -- The Association for Financial Counseling & Planning Education® (AFCPE®) recently awarded Strategic Impact Fund certification and training scholarships to 11 nonprofit organizations. Additionally, with the support of the National Endowment for Financial Education® (NEFE®), 100 AFC® certification scholarships...

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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...

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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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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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