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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.


Evaluate Yourself

Budget, Financial Education, Saving

May 02, 2017

The four questions that can lead them to financial freedom.

Financial Education


A Penny for Your Savings

Financial Education

January 18, 2017

While a penny may not seem like much, it can be a powerful tool to teach valuable financial education lessons – while not breaking your own bank. Teach your children the value of every penny and the impact that each cent makes toward a financially secure future.

Financial Education


The Challenge: Creating Visuals for Financial Concepts

December 19, 2016

When you teach financial concepts, how do you help your clients or audience understand the concept?

Financial Education


Starting A Client Conversation: It Doesn’t Begin with Finance

October 17, 2016

Personal financial can be a touchy issue for many individuals. By putting ourselves “in our client's shoes,” we open our perspective and create a gateway to a successful client financial counseling interaction...

Personal Finance, Financial Education


Financial Education Materials in Spanish

General

January 13, 2012

The local Cargill Meat Solutions Plant has a workforce of about 500 people – 80% are Hispanic. With some of the United Way money for financial education I would like to contribute at least 12...

Books, Spanish, Financial Education


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