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Rebecca Wiggins

With autumn upon us, the countdown has begun for the 2016 AFCPE® Annual Research and Training Symposium! We hope you plan to join us in Louisville, Kentucky on November 16-18 for a jam-packed three days and excellent program. Naturally, our program theme coordinates with horse country: “Racing for the Triple Crown:... Read More >

Corinne McKenna

Written by Harold Pollack and Helaine Olen In 2013, University of Chicago Professor Harold Pollack hosted a casual online video chat with author Helaine Olen. In the video, Pollack and Olen dig into some of the points Olen made in her book, Pound Foolish. They agreed that most people are given bad... Read More >

Ted Klontz, Ph.D.

It is not news that the most important predictor of success in the therapeutic/counseling relationship is the skills of the counselor as opposed to the client's condition or presenting issues. Behavioral science provides a gold mine of information regarding strategies that the professional has total and exclusive control over, that... Read More >

Kate Griffin

As financial professionals offering valuable services, you know that the magic happens when you get a client at just the right moment – that moment when she is ready to make a change, when he is making an important decision that can establish a new financial habit. The most important... Read More >

Michelle Pimentel

How would your typical client answer if you asked him how his 401(k) is invested?  Even professionals in the personal finance field sometimes put off selecting funds in their employer’s retirement plans. Whether your client has a 401(k), Thrift Savings Plan (TSP), or 403(b), he or she likely needs to... Read More >

Jinhee Kim

Greetings! It gives me great pleasure to invite you to the upcoming 2016 AFCPE Annual Research Training and Symposium, which will be held in Louisville, Kentucky from November 16–18, 2016. I hope you will take advantage of what promises to be an excellent opportunity for learning, networking, and enjoying the... Read More >

Jacqueline A.F.I. Carroll, Ed.D., AFC®

This year it seems that many of the events in the last decade have generated, not only a national discussion, but also more community discussions about the importance and impact of financial literacy, personal finance, and financial responsibility. Many times these terms are used interchangeably, and that tends to make... Read More >