Advantage® designs and publishes interactive financial education slide calculators that help increase financial literacy and readiness, empower positive economic choices, and encourage thoughtful financial behavior.

Discounts for AFCPE Members:

• Standard calculators (no logo or imprinting): minimum purchase of 12 calculators of the same title. Price per calculator $1.99, flat rate shipping fee of $7.95.
• Personalized calculators (imprinted with your logo, contact information and/or program information in black or one color ink): minimum purchase of 100 calculators of the same title. Price per calculator $1.99, flat rate shipping fee of $7.95.
• For AFCPE Members: 10% off of a personalized 20 inch tabletop display calculator (bulk orders not included in offer)
• For AFCPE Members: 10% off of an order of 500 calculators (can be a mix of titles)

Explore the products

The mission of The American Institute of Certified College Financial Consultants (AICCFC) is to educate and certify advisors and financial professionals in the areas of education funding, financial aid planning, and student loan advising. Founded in 2017, the AICCFC offers a comprehensive education course and is the issuer of the Certified College Financial Consultant (CCFC) designation, the premiere college and student loan advising designation that can be obtained by advisors and financial professionals who meet education, experience, ethics, and continuing education requirements.

The following topics are covered in both the AICCFC Education Course and CCFC Designation Program:

• Education Funding
• Planning with Education Tax Deductions and Credits
• Financial Aid Planning
• Student Loan Advising
• Practical Planning Strategies for:
  • High Income and High Net Worth Individuals
  • Business Owners
  • Divorced Couples and Blended/Non-Traditional Families
  • Grandparents

Both programs qualify for 15 CFP Board CE Credits, but only designation holders are able to benefit from access to the CCFC Community Forum and Resource Center and gain access to additional discounts on fintech solutions for their practices.

AFCPE Members are entitled to a discount of $150 off either the AICCFC Education Course or CCFC Designation Program.

College Aid Pro takes the hassle out of late-stage college planning and empowers advisors to deliver expert college funding advice with confidence and ease. It offers a blueprint to help professionals serve more college-bound families in a repeatable, scalable, and profitable way.

Learn more >

AFCPE Members get 15% off their platform. 

CBA was created by and for our nonprofit members as a bridge to the modern credit reporting system to help millions of individuals with poor or no credit participate in the mainstream financial system by building credit

AFCPE Members receive 20% off:

• All e-Learning courses, CBA’s annual Symposium, and training events (as applicable) listed on CBA’s Training Institute website.

DataPoints provides financial professionals with the tools they need to manage the behavioral side of their practice. 

• Generate unlimited leads using their library of Engage assessments. Move visitors seamlessly into prospects & clients.
• Advise & coach clients with DataPoints’ comprehensive assessments. Create & track client behavioral change.

AFCPE members receive 20% off their monthly subscription.

Financial Behavior Keynote Group is a full-service keynote speaking, event planning, and consulting team that brings evidence-based financial speakers to the stage. We cater to the financial planning, coaching, counseling, and therapy professions to help financial service professionals better engage with and understand their clients.

We also offer monthly webinars that are continuing education credit for both the CFP and AFC credentials. Our speakers discuss a variety of webinars on various financial psychology topics. You can access both free and paid content.

Don’t forget to use your code AFC to receive 25% off the price for the CE-eligible webinars. For any questions, please reach us at info@keynote.financial.

Financial Coaches Network supports financial coaches in building successful and profitable financial coaching businesses. We are focused on helping you build your ideal coaching practice, whether you want support to DIY your business, a “plug-and-play” solution for running your business, or a partner that handles the business for you so you can focus on working with clients.

FCN Business DIY provides resources and ongoing support and resources for building your successful financial coaching business. 

FCN Business DIY Includes:

• FCN Launch: A proven step-by-step process for successfully launching and growing a financial coaching business.
• Live Support: Regular open office hours, opportunities for one-on-one coaching, and consulting videos to see others guided through the process.
• Business Training: Strategy and how to videos on core aspects of your business including
•  sales, marketing, coaching process, operations, and more!
• FCN Knowledge Center: An on-demand library of advanced Personal Finance topics to better serve clients and fight imposter syndrome.
• Core Tech Stack: Use of core technologies for your business including a website and payment processor. 

AFCPE Members receive a one time $200 discount off FCN Business DIY using code: AFCPEFCN.

Learn more about the FCN team and its founders Joshua Escalante Troesh, CFP® | MBA and Garrett Philbin, AFC®.

The Financial Coaching Business Builder is a blueprint for building a profitable coaching business. The course teaches you how to set your business framework from legal entity to websites, market your services, and, most importantly, how to get paying clients right away. You’ll also learn how to go beyond one-on-one coaching to generate income while helping others pursue their financial goals.

AFCPE members get $250 off.

The Higher Education Financial Wellness Alliance (HEFWA) is a network of professionals dedicated to bringing together post-secondary organizations to inform national conversations that impact the financial wellness field, public policy, and educational support services.

Benefits of HEFWA Membership include:

• Free access to CashCourse for your institution’s students, faculty, and staff (institution members only) 
• Discounted registration for the 2022 HEFWA Summit, at the University of Tennessee, Knoxville
• The Alliance Coaching Experience (ACE), a unique program which matches those creating new financial wellness initiatives with coaches from established programs across the country
• Posting job positions to our Career Board.
• Webinars and in-person programming throughout the year.
• Much more to come…

As an AFCPE Member, you get access to discounts off HEFWA membership for your higher education institutions:

• 0 to 5,000 Full Time Enrollees (FTE): Save $75
• 5,000 to 10,000 FTE: Save $150
• 10,001 to 20,000 FTE: Save $225
• 20,001+ FTE: Save $300

QuickBooks keeps your financials organized, providing one place where you can easily manage your business and get real-time insights into how your business is doing. Whether your business is just starting out and you need to send your first invoice or you’re an established business and are looking for more insights to grow, QuickBooks has the tools to support your business growth.

AFCPE Members who are purchasing QuickBooks Online and QuickBooks products get 30% off for 6 months. This is valid for new QuickBooks customers only.

visiWealth provides access to high quality visuals of strategies and concepts related to the areas of education planning, estate planning, investment planning, retirement planning, and tax planning, allowing you to:

• Save time building or finding modern client-facing resources
• Improve client understanding of complicated topics
• Elevate levels of trust

AFCPE Members can save 15% on their subscription.

Join fellow AFC professionals in the Wealthtender community who are leaning on the power of digital marketing to grow their practice.

For less than $1/day with an AFCPE discount, Members:

• Stand out with your customized profile page
• Get quoted in major publications and popular websites
• Get noticed by thousands of people visiting wealthtender.com each month
• Attract your ideal clients who identify with your experience and value proposition
• Strengthen your reputation and authority when you’re featured in articles and guides
• Gain referral opportunities through our growing network of financial advisors, blogs and podcasts
• And more!

AFCPE Members receive 15% off any subscription plan. Sign up today (< 5 minutes):

• Financial Counselors & Coaches 

• Financial Advisors & Planners

If you have questions, please contact Wealthtender’s founder Brian Thorp by email at brian@wealthtender.com or in the AFCPE Member Community.