I was recently asked the question, what makes AFCPE stand out? And the response was easy. Our integrated and supportive community. AFCPE is a place of belonging. Our organization is unlike any other in the personal finance space — we bring together financial professionals across the continuum — financial counselors,... Read More >

Andi Wrenn, AFCPE® Board President

Hello AFCPE® community! It is hard to believe we are already in the fourth month of 2023. AFCPE® has a lot going on and I am excited to share how you can get involved. Symposium planning is going well. Here are some things to share with you so you can... Read More >

AFCPE® Govt. Relations Task Force

In December 2021, I wrote that the then-nascent proposals to update the Setting Every Community Up for Retirement Enhancement law (aka SECURE 2.0) fell short of the stated goal of increasing retirement security for Americans. Thankfully – and no doubt through the tireless advocacy of financial wellness champions – the... Read More >

Kimberly Sorrell, AFC® Candidate

"Napkin Finance: Build Your Wealth in 30 Seconds or Less" by Tina Hay covers complicated financial terms in a simplistic manner. The structure focuses on explaining financial topics in a napkin-sized, easy-to-digest visual format. The information aligns with the AFC Core Competencies and works well as an AFC exam study... Read More >

April Berggren-Batts

As adults, many of us use multiple plastic cards. At times the names and uses for each card can be confusing enough for us. Now imagine being a child seeing an adult paying for a product or service with a plastic card. Is it a debit card, credit card, prepaid... Read More >

James Renshaw, AFC®

When working with clients interested in purchasing a home, one common question is, “What is a down payment assistance program?” Ultimately, a down payment assistance program helps qualified individuals and families pay for one of the burdensome upfront costs of homeownership. For clients who qualify, this could be an immense... Read More >

Kirby Williams

The Women-Owned Small Business Federal Contract (SBA WOSB) Certification process, changes in the Veteran-Owned Small Business Certification (VOSB)/Service-Disabled Veteran-Owned Small Business program (SDVOSB) process, and business services offered by the Small Business Administration (SBA) nationwide to help you.   In 2019 I purchased Advantage Publications, the company that I had... 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 >

Meghan McInnes, AFC®, FFC®, FBS®

Generation Differences in Financial Literacy and Education was a practitioners’ forum discussion led by Schane Coker, AFC®, FFC® with panelists Donna (Dee) Gardner, AFC®, Jason Simpson, AFC®, FFC®, and Elaine Harrison, AFC®, FFC®. The goal of the panel discussion was to review complicated generationally-impacted case studies from a wide range... Read More >