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Rachael DeLeon, Executive Director

Collaboration: At the Heart of Lasting Impact April is Financial Literacy Month, a time where government, schools, organizations, and individuals collectively amplify the important need for financial education. It’s a time where we celebrate the work that is being in our field and amplify the resources that are available. But... Read More >

Don Fulton, Board President

Why Diversity, Equity, and Inclusion? When you hear the words Diversity, Equity, and Inclusion (DEI) what comes to mind? These are powerful words that can stir a range of emotions, responses, reactions … apathy, empathy, advocacy, unity, division, despair, bridge building … to name a few. As human beings we... Read More >

Jackie Kelly, AFC®

Author & Publisher: Catalina Laschon, AFC® (December 12, 2023) Pages: 215 Website: https://newimmigrantsbooks.wixsite.com/books  Contact: newimmigrants.journey@gmail.com  Connect: https://www.linkedin.com/in/catalina-laschon/  Introduction/Thesis “Brave and Glorious New Immigrants in Corporate America” Trilogy by Catalina Laschon is an honest and practical guide for new immigrants, or anyone coming of age, to understand U.S. culture and to... Read More >

Cortney Howard

Companionship, unconditional love, entertainment. These are just a few of the benefits pet owners worldwide enjoy because of the impenetrable bonds they share with their nonhuman counterparts. Pets provide their human companions with opportunities to exercise and socialize, medical and emotional support, respite from loneliness, boredom, or depression, and lots... Read More >

Andi Wrenn, AFC®

Have you ever heard of duty to warn, duty to protect, or mandatory reporter? This topic is one that comes up when discussing ethics and standards of practice as an AFC®. I have been in the role of mandatory reporter my entire adult life. What exactly does that mean do... Read More >

AFC® Candidates Catherine Wagoner with input from Manuela Gonsalves

I began my candidacy for Accredited Financial Counselor® in the Winter of 2020. With gratitude, I am a scholarship candidate, which is such a blessing for those of us who feel called to help people in their financial journey but don’t want to do it in a way that isn’t... Read More >

Don Fulton

My name is Don Fulton.  My personal pronouns are he/him/his.  I wear two hats (among others). One as a Lutheran Clergy (retired but always On Call) and one as a Financial Coach. I am on the Association for Financial Counseling and Planning Education (AFCPE) Board of Directors. In 2024 I... Read More >

Rachael DeLeon

Too often, New Year’s resolutions focus on what we want to do less of – spend less time on the cell phone, work less on weekends, eat less sugar. Don’t get me wrong, these are solid, healthy goals. And in a society that embraces more, it can feel refreshing to... Read More >

Alex Embree, M.Ed., AFC®

My first boss shared a piece of professional wisdom with me fifteen years ago, following my first conference attendance, which sticks with me to this day. As a new professional, I wasn't quite sure what was expected of a person after attending a conference, and I feared I couldn’t make... Read More >

Meghan McInnes, AFC®, FFC®, FBS®

Fall 2023 was my first semester teaching a college course, and I was very intentional with every course design decision I made, including the book selection. My goal was to find an accessible, easily readable, cost-friendly book with excellent content. After reviewing several options, I determined the “Psychology of Financial... Read More >

April Berggren-Batts

Adults feel a lot of emotions when it comes to money. Often children assimilate their feelings about money to their parents’ feelings about money. Money affects everything even if it is spoken about infrequently. As an adult, it is important to analyze how you feel about money and why. Does... Read More >

AFCPE

What did our 2023 Task Forces get accomplished in 2023? Let's take a look! Task forces exist to carry out the activities of the Association and are vital to its continued existence. All current AFCPE Members are encouraged to become active in task forces, and a prerequisite to serving on... Read More >