Because the best financial advice considers more than just dollars and cents.
AFC® certification helps you better understand how diverse backgrounds, perspectives, and experiences impact your clients’ money behaviors.
Multiple education pathways to meet you where you are, including:
The Challenge Pathway:
Ideal if you have completed applicable coursework from a regionally-accredited college or university, or if you hold a CFP®, CPA, ChFC or CFA designation.
2) Hire an AFC.
Expand your services and build capacity in your own business.
Adding an AFC to your staff allows you to meet all types of clients exactly where they are on their financial journey.
3) Refer to an AFC.
Have a client who is not quite ready for a financial plan?
A financial counselor or coach can help clients build a strong foundation – helping with budget planning, overcoming credit or debt issues, and building strong money management skills. They turn your toughest clients into your best ones. And the AFC designation demonstrates that the financial coach shares your high standards.
At AFCPE we recognize that budgets and resources might be limited, but your commitment to helping people achieve lasting financial well-being is not.
Which is why we offer Essentials Courses:
Essentials Courses are online and self-paced to meet you where you are – giving you the tools and resources to make a lasting impact in the lives of those you serve.
- Take advantage of free professional development
- Network and share resources with a strong, professional community
- Access research that informs practice
- Find career development and growth opportunities
- Take advantage of award recognition and grant funding
- And discounts and certification, education, symposium, and partner resources
Professional Membership runs on a calendar year – so it may feel like it’s a little late in the year to join. Our solution?
Attend the 2022 AFCPE Symposium in November!
Your registration fee includes 2023 AFCPE Membership – so you can keep connecting, learning, and growing in your career…all year long!
Check out our Podcast!
Tune in every other Tuesday!
AFCPE’s podcast covers real stories about how professionals like you are impacting their clients. Hear tips from real experts on how to improve client interactions and grow your business.
Want to be a guest? Fill out our guest form.