Jacquie Carroll, Ed.D, AFC

Introduction April was Financial Literacy Month, and this year again the events over the last few years have generated not only a national discussion but also many community and generational discussions about the importance and impact of financial literacy, personal finance, and financial responsibility. For example, Millennials (ages 23-37) as... Read More >

Tiffany Grant, MBA, AFC®, SHRM-CP

As a financial counselor, I have seen firsthand the impact second-chance accounts can have on individuals who have been denied access to traditional banking products due to their poor credit history. Second-chance accounts allow those with financial hardships to build their credit, learn how to manage their money, and gain... Read More >

AFCPE® Career Task Force

AFCPE® Career Week 2023 took place May 1st through 4th, providing a series of virtual events aimed at jobseekers, AFC® Candidates, recent and upcoming graduates, students, career changers, and established professionals. The first three days helped build knowledge and skills to implement on the final day during the Career Fair.... Read More >

AFCPE Government Relations Task Force

As members of the AFCPE® community of professionals, we are in a unique position to observe first-hand the impact public policy has on our clients and the people we work with. I have had the opportunity on a few occasions to travel to our nation’s capital to participate in visits... Read More >

Nan Li from the Research to Practice Task Force

Student Debt and Financial Wellbeing How Can Financial Counselors Help To Better College Students’ Financial Well-being? Introduction Financial burdens are the second largest source of stress for college students, ranking just behind academic performance.  Many researchers find that student loans are positively related to ones’ financial stress and negatively affect... Read More >

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 >