Research to Practice Task Force

This qualitative study explored the perception of financial well-being among 30 professional women belonging to the middle to upper class in India through in-depth interviews. The major dimensions of financial well-being identified were financial adequacy, financial security, having control over one's finances, being independent, and having a balance in life.... Read More >

Mark Munzenberger

Advocacy: One Voice Can Change Someone's Life Introducing AFCPE's Advocacy Toolkit Many years ago, I remember studying for my first certification exam to become a financial counselor. One of the modules that stood out to me was on the topic of consumer protection, or more specifically, the many federal laws that... Read More >

Andi Wrenn, AFC® MQFP®

Master Your Money Mindset: A Review of "Be Good with Money" by Michelle Arpin Begina Michelle Arpin Begina’s "Be Good with Money" is a transformative journey into understanding and reshaping our relationship with finances. Through personal stories, client anecdotes, insightful exercises, and practical advice, Begina leads readers through the maze... Read More >

Rachael DeLeon, AFCPE Executive Director

Next month I’ll be speaking on a panel at the Association of Military Banks of America (AMBA) annual workshop, highlighting the joint efforts of seemingly disparate organizations, coming together for a common goal – to close the gap to financial counseling and education for Veterans and their families.   During our... Read More >

Austin Pinkley

Austin Pinkley graduated from the University of Missouri—St. Louis in May 2024. He obtained his B.S. in Business Administration with an emphasis in Finance as well as a minor in Economics. He is now seeking financial advising opportunities. You may connect with him at   Seminar in Finance Overview:... Read More >

Shari Evans, EML , AFC, MQFP

It is summertime and with the weeks long breaks from the traditional school schedule, the available non-school summer hours provide a blank canvas for families to design.   As you decide how to design your blank canvas, consider weaving financial literacy into the “memory quilt” of your Summer 2024 Experience.  ... Read More >

Meghan McInnes, AFC®, FFC®, FBS®

Meghan McInnes, AFC®, FFC®, FBS® is the Director of the Center for Excellence in Financial Counseling and Assistant Teaching Professor of Personal Finance at the University of Missouri—St. Louis (UMSL). She has extensive experience in financial counseling, coaching, and education. Feel free to connect with her on LinkedIn.   It seems... Read More >

Don Fulton, AFCPE Board President

Transparency.    Clearing the mind to enable focus.  Cleaning glass to let the light in.  Using a magnifying glass to better understand what seems small.  Using binoculars to bring close what seems distant.  Our choice of words can clarify meaning.  Listening is our tool and transparency is essential in our relationships... Read More >

Heather Walrath, AFC®

Military service provides many benefits for family members.  However, many benefits are misunderstood and underutilized.  Here are four key programs you need to know to empower military and veteran families to use their earned benefits. Automatic Life Insurance Coverage for Families If a service member has Servicemember Group Life Insurance... Read More >

April Berggren-Batts

Adults feel a lot of emotions when it comes to money. Often children assimilate their feelings about money to their parents’ feelings about money. Money affects everything even if it is spoken about infrequently. As an adult, it is important to analyze how you feel about money and why. Does... Read More >

Rachael DeLeon, Executive Director

Collaboration: At the Heart of Lasting Impact April is Financial Literacy Month, a time where government, schools, organizations, and individuals collectively amplify the important need for financial education. It’s a time where we celebrate the work that is being in our field and amplify the resources that are available. But... Read More >

Don Fulton, Board President

Why Diversity, Equity, and Inclusion? When you hear the words Diversity, Equity, and Inclusion (DEI) what comes to mind? These are powerful words that can stir a range of emotions, responses, reactions … apathy, empathy, advocacy, unity, division, despair, bridge building … to name a few. As human beings we... Read More >