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Rebecca Wiggins

AFCPE Newsletter Q4 2019 Executive Director’s Message  As I sit down to write this, Autumn is in the air and Summer felt like a blip on the radar. I hope you enjoyed a restful summer and that you are gearing up for a fantastic 2019 symposium in Portland, Oregon!  The... Read More >

Leslie Green

This year has been filled with a number of opportunities to raise our voices with and for our clients, stakeholders, colleagues, and our various communities.  This year I have been honored to raise my voice in partnership with the board of directors and the AFCPE® staff to further the mission... Read More >

Stephanie R. Yates, PhD, AFC®, CFP®, RFC®

This collection of research articles shows the impact of financial socialization on various consumer groups. All three articles find that financial socialization impacts financial behavior. In the Netherlands, researchers considered the impact of saving education in early life on financial behaviors in adulthood. As adults, individuals who received this education... Read More >

Andi Wrenn, MA, AFC®

Last year at the AFCPE® Symposium I presented on the topic of using genograms with clients. I very much enjoy working with clients to set and reach goals that work for them based on their values and beliefs. Working mostly with couples, I have found that using genograms has been... Read More >

Rachael DeLeon

Trying to grow your financial counseling or coaching private practice, but feeling overwhelmed by the social media landscape? We asked six AFC® professionals, all coming off of a week at FinCon19: Where Money and Media Meet – an annual gathering of digital content creators, influencers, and brands in personal finance... Read More >

Carrie Johnson, Ph.D., AFC®

Many times when working with clients and asking about income, they only discuss their salary and/or hourly wage. However, employee benefits are a part of income that cannot be overlooked. Your client may already be taking advantage of some of these benefits and not using them to their fullest extent,... Read More >

Summer Red, AFC®

AFCPE’s Professional Development Manager, Summer Red, answers your most frequent questions around ethics, webinars, and AFCPE® continuing education.  What is the Ethics CEU requirement, how do I meet it, and why is it so important? Agreeing to follow AFCPE’s Code of Ethics is a core requirement of the AFC® certification. ... Read More >

Stephanie R. Yates, Ph.D., AFC®, CFP®, RFC®

You may have seen the commercials and maybe even had a client ask about it. What exactly is Experian Boost? Experian Boost is a tool that consumers can use to increase their credit score by enabling the credit bureau to factor in payments that are traditionally not incorporated into credit... Read More >

Allison Spurgin

Vicki Robin and Joe Dominguez’s updated Your Money or Your Life, is a simple, easy to follow guide to getting into a better place financially, as well as setting oneself up for future successes and contentment down the line. This approximately 300-page book weaves together anecdotes, reader’s personal stories and... Read More >