2022 AFCPE Membership is open! Join our growing community of financial professionals who are passionate about helping others. Click here to learn more!


Rebecca Wiggins

Greetings from the national office! As signs of Autumn start to appear all around us, the team is working extra hard to put the finishing touches on the 2021 symposium virtual experience for you this November. The week will feature all of the exceptional sessions and topics that you have... Read More >

Heidi Copeland AFC®​ and Lisa Leslie, CFP ®, AFC®​

Yes, that’s right, the expanded, Advance Child Tax Credit is NOT stimulus money.  The Child tax credit is an ADVANCE payment of next year’s Child Tax Credit.  Taxpayers with qualifying children are entitled to claim qualifying children for an income tax credit.  With that said, there are two types of... Read More >

Meredith M. Lozar, AFC®, MHR

It is hard to believe that my time as Board President is coming to an end. Serving as your 2021 AFCPE President and on the Board of Directors has been a rewarding, incredible opportunity. We accomplished a great deal this year: Our first ever virtual Career Week and Job Fair... Read More >

Dorothy Nuckols, MPH, AFC®, Isha Chawla, PhD Candidate, and Kate Mielitz, PhD, AFC®

Shutdowns brought by the COVID-19 pandemic forced a pivot to a virtual training format, yet also the opportunity to compare virtual with in-person education outcomes. We were specifically interested in learning outcomes for a new volunteer financial mentor training program. In a virtual setting, where visual, physical, and even verbal... Read More >

Sasha Grabenstetter

Before beginning a podcast, it may be helpful to put together a plan. Here are some questions to get you started and other ideas you may want to think about: Questions:  What is the purpose or goal of my podcast? Who is the target audience? What kind of podcast is... Read More >

Sarah M. Ellis, AFC®

As a financial counselor you may see clients that are experiencing a personal crisis. Personal crises come in many forms such as losing a spouse, a sick family member, or moving. The crisis may be related to their financial situation, but it could be related to something else entirely. No... Read More >

Catalina Laschon, AFC® Candidate and Jessica Cherubin, AFC® Candidate

Catalina’s Journey AFCPE and the AFC® accreditation had a remarkable transformative effect on my money mindset and plans. In early 2019, I relocated to the US . I now have more confidence and possibilities. I am inspired to make bold and profound changes to my family’s path toward reaching financial... Read More >

Alisha Patel

When the global pandemic hit the United States in March of 2020, the residential housing market was heavily impacted. The residential housing market includes condominiums, townhomes, and houses. Families were upgrading to larger homes in the suburbs, as they were taking advantage of record low mortgage rates. In addition, the... Read More >

Rebecca Wiggins

As I write to you, the birds are chirping and flowers are blooming. It is a time of hope across our country as we transition out of the pandemic. As I reflect on the past year and a half, I am grateful for your AFCPE Staff Team. Although we are... Read More >

Meredith Lozar, AFC®

The Spring and Summer months are a time of year when many of us do a little Spring Cleaning. If you are a military spouse then you might be cleaning in preparation for another Permanent Change of Station move. We sometimes use this time to identify and donate old items.... Read More >

Mindy Joseph, MBA

Scholars and practitioners alike have become more sensitive to the issue of diversity. Specifically, we are sensitive to how it influences our perspectives, professional practices, and interactions with clients. The research articles below focus on diversity. They highlight how our assumptions may impact our approach to clients from diverse backgrounds... Read More >

Candace Scarlett

With three copies of Broke Millennial Talks Money by Erin Lowry circulating at the local library and my hold being number ten on the waitlist, I finally purchased it.  I thought, "this has to be a good book."     The purpose of this book is to help people, not specifically financial... Read More >