Rebecca Wiggins

Greetings from the national office and happy new year! I know I’m not alone in feeling relieved that we have turned the page and are starting a new year. While we still have much work to do, we enter a new year with a sense of hope and opportunity. Last... Read More >

Carrie Johnson, Ph.D., AFC®

This issue’s Research Brief will summarize the general session. Dr. Billy Hensley, President and CEO of the National Endowment for Financial Education (NEFE) presented this session. NEFE did a series of surveys in the spring (April) and fall (September). NEFE's goal was to capture the financial concerns and economic ripple... Read More >

Laura Hendrix, Ph.D., AFC®

Do you ever feel like you need a guide for the next chapter of your life? After 41 years with Rutgers University, Dr. Barbara O’Neil left a long and successful career. She looked for a book that would speak to the transitions she was facing. Unable to find the book... Read More >

Meghan McInnes, AFC®, FFC®

The Working with Vulnerable Communities during COVID-19 & Racial Injustice panel discussion was presented by Schane Coker, AFC®, FFC®; Edna Forero, MSLR, AFC®, FFC®; Jessica Cherubin;  and Sylvia Watford, AFC®, FFC®. This panel helped session participants gather information on how to best serve vulnerable communities in the face of crisis.... Read More >

Mindy Huberty

I made the decision to pursue the AFC certification when I moved overseas with my husband. I knew the  job market was slim and I thought this certification would help advance my career when we eventually moved back to the states. After years of experience working with youth in non-profits,... Read More >

Andi Wrenn, AFC®

AFCPE Symposium attendees often mention the opportunity to network as one of the best parts of attending each year. This year there were many opportunities to connect with other professionals virtually. Attendees could easily connect with one click to reach out. The Pathable platform had many great features that encouraged... Read More >

Michael G. Thomas Jr., Ph.D., AFC®

A few weeks ago, my youngest child, Sebastian, and I were watching one of his favorite television shows. During one of the commercial breaks, a People for the Ethical Treatment of Animals (PETA) commercials aired. Under the backdrop of dramatic music, the scene was of two animal control professionals trying... Read More >

Catalina Laschon, AFC® Candidate & Meghan McInnes, AFC®, FFC®

Many financial counselors and coaches have asked how they can be more inclusive to diverse populations and how to better serve diverse clients. During the Diversity, Equity, & Inclusion (DEI) Networking Chat at Symposium, the AFCPE® DEI Task Force encouraged exploration of the many facets of diversity, took time for... Read More >

Stephanie R. Yates, PhD, AFC®, CFP®

Carl Richards, CFP® has written two bestselling personal finance books: The One-Page Financial Plan and The Behavior Gap. He also created the Sketch Guy column that appears weekly in the New York Times. His books as well as his sketches take a behavioral approach to money management. Richards emphasizes “financial... Read More >

Tannia Ventura and Sonya Passi, FreeFrom

From working in partnership with financial coaches and counselors, we know that some of you may be approaching this article with questions. You may be asking yourself: How do I know if I’m working with survivors of intimate partner violence? And, what can I do as a financial coach or... Read More >