Rachael DeLeon, Executive Director

New Year. New Goals. Let AFCPE Support You. I love the energy of a new year. The feeling of possibility. The excitement of setting new aims. The anticipation of trying something new. One of my favorite things to see in the AFCPE community is the sharing of goals – and... Read More >

Andi Wrenn

Being engaged with colleagues is one of the things I enjoy most about being on the Board of Directors for AFCPE. And this year I don’t expect to engage any less. As the 2023 President of the AFCPE Board I look forward to connecting to as many AFC’s, Candidates, and... Read More >

Dr. Barbara O’Neill, CFP®, AFC® Owner/CEO, Money Talk Financial Planning Seminars and Publications

 Last month, I presented my 8th annual (2022) Personal Finance Year in Review webinar for OneOp. Below are dozens of important events and trends from the past year: High Inflation- The consumer price index (CPI) started out the year at a 12-month percentage change of 7.5% in January 2022, reached... Read More >

April Berggren-Batts

When a child joins your life, many thoughts and uncertainties quickly fill your head. Teaching about finances may get shoved to the back burner and before you know it your child is leaving home. It’s crucial to understand that many money habits are set by the age of 7. Luckily... Read More >

Grayson Hitt

Credit card scams have been apparent in recent years with the continuing development of technology. The credit card industry since its existence has been a viable target for thieves and hackers. More and more people are shopping online to find deals. This increase in online shopping is mostly due to... Read More >

By Meghan McInnes, AFC®, FFC®

2022 Symposium Recap on The Importance of Being a “Client” for Financial Planning Students: A Thematic Analysis of Financial Planning Students’ Experiences Meeting With A Planner The Importance of Being a “Client” for Financial Planning Students: A Thematic Analysis of Financial Planning Students’ Experiences Meeting With A Planner was presented... Read More >

By: Catherine Sorenson, AFC, Financial Educator with University of Maryland Extension

Loaded: Money, Psychology, and How to Get Ahead Without Leaving Your Values Behind, by Dr. Sarah Newcomb is a great book for all financial professionals. I read this book after hearing Dr. Newcomb speak at the Personal Finance Seminar in 2018 and being very interested in her presentation. She spoke... Read More >

Research to Practice Task Force

New Year’s Resolutions: Helping Clients Navigate Debt Reduction | Insights from the 2022 AFCPE® Symposium It’s that time of year when many people realize they’re awash in debt and make New Year’s resolutions to pay it off. Financial Counselors can use insights from the 2022 AFCPE® Symposium to help clients... Read More >

Andi Wrenn

The Value of the AFC® One of the most important things you can do this year is to share the value you have as an Accredited Financial Counselor ®. Even if you are an AFC® candidate, it is important to be able to communicate your own value.  What do you... Read More >