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.
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Interview with Yoon Lee, AFCPE® Member, JFCP contributor
Naomi Bechtold, AFC® and AFCPE® Member
Interview with Margaret Sherraden, AFCPE® Member
Without having to obtain detailed information about a client’s future, financial counselors can assess and potentially influence stress levels by an evaluation of how well-prepared clients feel