Resource Center: News & Publications

The AFCPE® Blog

The AFCPE Blog is designed to provide new and insightful personal finance information for financial professionals – information that can be shared with both clients and consumers and provides new insights into education and practice.


Working Together to Strengthen the Continuum of Care

#IamAFCPE, Financial Education

September 29, 2017

To better serve our clients and positively impact financial wellbeing in our country, we believe it is essential that we work together to build a more integrated and inclusive continuum of care.


AFC® Spotlight: Mikelann Valterra, MA, AFC®

#IamAFCPE

September 28, 2017

At AFCPE, we love seeing AFC® professionals whose passion shines through the work that they do, and who inspire others in creative and innovative ways! Our professionals come from different backgrounds and varying life experiences, but they all share an unwavering commitment to helping others achieve lasting financial wellbeing. Get to know a newly certified AFC®, Mikelann Valterra.

#IamAFCPE


AFCPE Strategic Report 2016

#IamAFCPE, Symposium, General

November 28, 2016

"Together, we will launch into next year well-equipped to continue our visionary work - to improve the professionalism of our field and ensure financial security for all people."


#IamAFCPE, You are AFCPE®, We are AFCPE

#IamAFCPE, Symposium, General, Financial Education

September 30, 2016

“Never doubt that a small group of thoughtful, committed, citizens can change the world. Indeed, it is the only thing that ever has.” ― Margaret Mead The theme of the 2016 AFCPE Symposium, November...


AFCPE Membership Spotlight: Linda Jacob, AFC®, CFP®

#IamAFCPE, General, Financial Education

July 27, 2016

Linda Jacob was an inaugural recipient of the FINRA Foundation Military Spouse Fellowship back in 2006. After years working in various banking positions, she recognized that her true passion was...


Back to Top