Our Mission: To ensure the highest level of knowledge, skill and integrity of the personal finance profession by certifying, connecting and supporting diverse and capable professionals who serve communities worldwide.

Our Vision: A future where all people — regardless of income or background — are empowered to achieve lasting financial well-being through the highest standards of financial counseling, coaching and education.

For 35 years, AFCPE has set the highest standards for the field of financial counseling and education. We have worked with the government, the military and a wide range of agencies to set policy. We collaborate with partners that share our values and our vision for the future. Our constituents are instrumental in everything we do. Today, our nonprofit organization continues to set the standard for financial counseling, coaching and education.

We set the standard for:

  • Best Practices
  • Career Advancement
  • Ethical Behavior
  • Information Sharing
  • Networking
  • Personal Finance Education
  • Professionalism
  • Rigorous Certification

Our Proven Process


At AFCPE we meet you where you are. Our goal is to support YOU - the professionals who provide day-to-day counseling and coaching services to help individuals and families reach financial security through education, information, tools and resources. At AFCPE, we: 

  • Listen: We get to know you and your why. We'll ask you about your work, your background and your goals. 
    Where are you now and where do you want to go? 
     
  • Guide: We present you with tailored options based on your unique needs and goals and make recommendations 
    to help you decide the best fit for you.
     
  • Support: Most importantly, we support you along your professional journey - with education, resources, and people 
    who are committed to a common vision.
     
  • Connect: We connect you to our membership community, training or certification programs, news and research, or 
    to professionals and subject matter experts.

5

Career-Enhancing Certifications

  • AFC® — Accredited Financial Counselor®
  • AFCC® — Accredited Financial Counselor Canada
  • CHC® — Certified Housing Counselor
  • FFC™ — Financial Fitness Coach
  • APFC™ — Accredited Personal Financial Coach

2,300

AFCPE® Certified Professionals Worldwide

Educators, researchers, counselors, military, coaches, and more. 

1,350

AFCPE® Members

AFCPE® is the ultimate resource for members seeking to remain relevant in the personal finance profession.

22

AFCPE Staff and Board of Directors

Setting the strategic direction to support our professionals and the field.

18

Publications and Resources for Members

Including our semi-annual research journal, our quarterly newsletter and our Monthly Minute e-newsletter.

2018 AFCPE Year in Review


At AFCPE, we believe in motivating change. In bridging gaps. 

We believe in making connections through a higher standard of knowledge and empathy. Why? Because we know that the best way to make lasting impact in the financial well-being of our clients and communities is to meet them where they are...

It is our vision that ALL people - regardless of income or background - should have access to professionals who are committed to upholding the highest standards of financial counseling, coaching, and education.

As we look back on the accomplishments of this past year, and ahead to the future, we invite you to embrace the momentum we are building:

  • Raise your voice for the highest standards of professionalism across the field. 
  • Invite others to join the AFCPE membership community.
  • Share the value of an AFCPE certification.

To paraphrase Aristotle, it is truly the sum of our parts that sets us apart and enhances the impact we can make on improving financial capability in this country. Together we can continue to raise the standard of professional financial care that is provided in our field and create lasting impact in the lives of those we serve. 

 

Download our Annual Report: 2018 AFCPE Year in Review 

2017 AFCPE Year In Review


At AFCPE® we are setting a standard, the standard. 

We are teaching our financial professionals to use education and empathy to affect long-term change. Not just because it’s the best thing to do, but because it’s the right thing to do.

It’s right to demand professionalism and excellence for all people, not just those with wealth. 

It’s right to commit to a higher level of knowledge because  each person is unique and deserves a customized financial solution.

It’s right to care about our clients and our communities, and to use  our expertise to help them reach life goals and expand opportunities.

It’s right to be forward-thinking, to be focused and compassionate,  to make a different not just in dollars and cents, but in people’s lives.

At AFCPE® we are setting the standard, because it’s what we are inspired to do.

 

Download our Annual Report: 2017 AFCPE Year in Review 

AFCPE Overview and Impact


For Partners:
AFCPE is proud to partner with many outstanding organizations who recognize our commitment to setting the standard in the field of financial counseling, coaching and education. Help us expand our impact. Please contact Rebecca Wiggins, AFCPE Executive Director.

For Press:
Let us connect you with an AFC® (Accredited Financial Counselor®) to be an expert source for your article or news story. Please contact Rachael DeLeon, AFCPE Communications Director.

For Consumers:

AFC’s are trained to provide a complete continuum of care – regardless of your financial history or current financial status. They will help you uncover the healthy money habits and behaviors that can lead to financial freedom. Find an AFC.

For AFC® Certified Professionals: 

Sharing the value of your certification and AFCPE benefits you and those whom you serve. You can do this simply by adding the AFC to your name - in your signature, on your social media accounts, etc. and joing the conversation! By lending your voice, you create awareness and recognition which allows us to expand our impact and create access to the highest quality of financial counseling, coaching and education. Download the Communication Kit to learn how you can get involved.

AFCPE Bylaws


As a 501(c)(3) nonprofit organization, bylaws are critical to an effective structure and governance. To read the AFCPE bylaws, click HERE.

Terms of Use


By accessing and using the Association for Financial Counseling and Planning Education® (AFCPE®) website, myAFCPE database or AFCPE Symposium mobile app (“websites”), as well as AFCPE printed materials at AFCPE sponsored events, you agree to comply with these Terms of Use and all applicable laws.

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