Resource Center: Funding and Recognition


FINRA Foundation Military Spouse Fellowship

Eligibility: Current spouses or serving spouses of a Uniformed Service member

Deadline to Apply: April 21, 2017

The FINRA Foundation Military Spouse Fellowship program provides military spouses the opportunity to earn the AFC® (Accredited Financial Counselor) certificate—while providing financial counseling and education to the military community. The fellowship covers the costs associated with completing the AFC training and testing.

Created in 2006, this opportunity is made possible through generous funding and support by FINRA Foundation, and in partnership with the National Military Family Association (NMFA). The FINRA Foundation covers the costs of the AFC training and testing. We are proud to have awarded the Fellowship to more than 1,250 military spouses since the program’s inception. FINRA Foundation Fellows have logged hundreds of thousands of hours of service to the military community.


Symposium Scholarships

Military Symposium Scholarship

Eligibility: AFC® Certified Military Financial Counselors

Applications Open Summer 2017

Thanks to generous funding from the USAA Educational Foundation (USAAEF), AFCPE will once again offer military scholarships for AFC professionals to attend the 2017 AFCPE Symposium in San Diego, CA. Applications will be available in June 2017. In the meantime, we want to introduce you to the USAA Educational Foundation's Microlearning Center and encourage you to share your expertise in upcoming focus group opportunities.

USAAEF’s Command Your Cash Microlearning Center:

  • A learning platform that delivers a series of quick video lessons (average 2 minutes) on personal finance topics followed by short assessments.

  • A free tool optimized for mobile devices, enabling users to engage in the lessons anytime, anywhere, and at a self-selected pace.  

  • A powerful educational resource to use in your counseling practice. 

Not receiving emails about military scholarship or focus group opportunities? Email

Military Symposium Scholarship

Eligibility: FINRA Foundation Military Spouse Fellows

Closed for 2016

Thanks to generous funding from our Gold Sponsor, FINRA Investor Education Foundation, along with support from our Partner Sponsors, the Association of Military Banks of America (AMBA) and the Defense Credit Union Council, AFCPE is thrilled to provide 45 scholarships* for FINRA Foundation Military Spouse Fellows to attend the 2016 AFCPE Symposium.

Each scholarship includes complimentary registration to the 2016 AFCPE Symposium and two nights hotel stay at the Marriott Louisville Downtown.

*Funding provided will cover 45 scholarships: FINRA Foundation (30), AMBA (10) and DCUC (5). There is one application for the scholarships.

Student Scholarship

Eligibility: Full-time undergrad or graduate university students

Closed for 2016

This scholarship includes complimentary registration to the 2016 AFCPE Symposium, 1-night stay at the Symposium hotel, special mentorship opportunities and 2017 AFCPE Membership. Scholarship recipients  also have the opportunity to showcase their work or research. 

Questions? Email Thomas Duffany.

2016 Recipient

Utah Valley University

Financial Counseling Knowledge Bowl

Eligibility: Undergraduate Students

Closed for 2016

An engaging and interactive event designed to promote the field of financial counseling and advance and expand the profession. Teams compete in a game show-style competition during the Annual AFCPE symposium. Participants receive all the outstanding benefits of our student scholarship recipients. 

Congrats to Utah Valley University, our 2-time Knowledge Bowl Champion!

Thanks to all teams who participated in the 2016 Financial Counseling Knowledge Bowl:

Kansas State University
Texas Tech University
University of Hawaii at Manoa
Utah State University
Utah Valley University

Questions? Email Thomas Duffany.

AFCPE Achieve Scholarships

Veterans Financial Coalition Scholarship 
Eligibility: AFCPE certified professionals

Counselors who receive the scholarship will be required to work with up to 15 separate veterans over the course of 18 months. Financial Counselors are encouraged to work with veterans as many times as is necessary based on the needs and goals of each individual client. However, the recommended time frame is a minimum of 4-5 sessions. All volunteer counselors will receive a complimentary 18-month AFCPE Achieve license. Access to the AFCPE platform will be provided upon completion of the FINRA Foundation Military in Transition financial education series.

Experian Scholarship 
Eligibility: AFCPE certified professionals

Recipients receive a 1-year AFCPE Achieve license. To qualify, you must currently serve clients on a regular basis and commit to working with at least 10 clients throughout the license agreement. Thanks to Experian’s support, the AFCPE Achieve tool now provides access to a free Experian credit report and FICO score.

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