The Standard Newsletter
Cynthia Hudson, AFC® Candidate
Morgan Housel’s 2020 book, the Psychology of Money, is unlike most financial books you’ll pick up. This book is equally empowering for clients and professionals: For clients to gain insights into their relationships with money and for professionals as we support our clients in respectful, productive and effective ways. It... Read More >
Axton Betz-Hamilton, PhD, AFC®, CRPC™, AWMA®
Many AFCPE members are familiar with Money Habitudes, which is a tool that consists of 54 items that assess one’s relative dominance across six behavioral-attitudinal domains: status, planning, spontaneous, security, giving, and carefree. Money Habitudes can be purchased as a physical deck of cards that have one statement per card... Read More >
Catherine Walker O’Neal, Mallory Lucier-Greer, and Rachel Maureen Okamoto
This study focused on U.S. military service members to gain insight into a demographic that tends to reach financial autonomy and independence ahead of similarly aged peers. The authors were interested in understanding how family financial socialization (FFS) processes and its connection to future financial capability may differ by demographics.... Read More >
Shari Evans, AFC, MQFP
Parents and Caregivers, as I pondered what I would share for this summer article of the AFCPE Kids Corner, I decided to share a page out of my recent “kids personal financial literacy playbook”. Recently, with our military move from the West Coast to the East Coast, I intentionally exposed... Read More >
Mark Munzenberger, AFCPE Government Relations Task Force
Many members of the AFCPE community are familiar with the non-profit organization based in Denver - the National Endowment for Financial Education (NEFE). At its core, NEFE champions effective financial education. NEFE is an independent, centralizing voice providing leadership, research and collaboration to advance financial well-being for all. Their website... Read More >
Karina Pribil-Corbett
What a year 2025 has been for consumer protection—and not in a good way. With the declawing of the CFPB and the repeal of the Overdraft Rule, financial counselors are left asking: What protections are still in place for the people we serve? In this guide, the AFC Government Relations... Read More >
Rachael DeLeon
Every April, during Financial Literacy Month, I attend the Jump$tart Coalition’s Partner Meeting in Washington, DC. The annual event unites individuals and organizations around a common mission, bringing together a community that is passionate about innovating, collaborating, and advocating for financial literacy. During the morning session, two presenters spoke to... Read More >
Dr. Brandy Baxter, AFC, AFCPE Board President 2025
As we navigate the complexities of 2025, the role of the Accredited Financial Counselor (AFC®) has never been more critical. We are not just financial professionals; we are pillars of support within our communities, equipping individuals and families to achieve financial well-being. Today, I want to emphasize the profound value... Read More >
Shari Evans, AFC®, MQFP®
In this article of the AFCPE Kids Corner, I invite you to use the Financial Literacy Quadrants (a term I created based on the Johari Window Model® by Luft and Ingham) as a guide to help focus your financial literacy efforts for adolescents. READY Parental Guardians introduce financial literacy to... Read More >
Hunter Field, Manager, Policy and Advocacy
The Association for Financial Counseling and Planning Education community is made up of a diverse group of practitioners serving a similarly diverse group of clients. In serving veterans, professionals approaching retirement and younger clients charting out their professional life, one thing remains true: everyone has their own relationship and life... Read More >
Andi Wrenn, AFC®, MQFP®
We are a group of financial coaches that meet each month to share best practices, reflections and other supportive topics for ongoing feedback to fuel our practices. With financial literacy comes a pressing need to provide education to various groups; in fact, many states have enacted laws that require high... Read More >
Andi Wrenn, AFC®, MQFP®
What are some of the things you enjoy doing outside of personal finance or being an Accredited Financial Counselor ®? I am a paper crafter which means that I enjoy making cards for others. I volunteer for the USO at the airport and a nearby military installation. As a military... Read More >