Group Rates for Organizations
Set your people up for success!
Invest in your staff by providing them with a strong professional network and ongoing professional development. Through AFCPE Membership, your team has an opportunity to gain knowledge, ideas, and resources that supports their professional growth, and that of your organization.
AFCPE offers discounts for organizations interested in membership for 10 or more employees. For group rates, please contact memberservices@afcpe.org.
Membership Options Included in Group Rates
- AFCPE Professional Membership – $175 a year.
- AFC Candidate Membership – $115 a year.
- Emeritus Membership – $100 a year.
- Student Membership – $40 a year.
View all membership categories >
Have questions or are interested in group rates? Contact our Member Services team.
How Membership Supports your Staff
Relevant & timely professional development!
If members of your staff are AFC Certified or AFC Candidates, Membership provides an easy and cost-effective way to earn CEUs and/or Experience Hours.
AFCPE Membership gives you access to exclusive professional development content, so you can be confident that your expertise is relevant and up-to-date. Partnering with experts in the field, these webinars provide you with new knowledge and skills to use in research, education, and practice!
All AFCPE-sponsored webinars (both live and on-demand) are FREE to AFCPE members or $50 each for non-members. This is a savings of $600 a year!
Professional development webinars are pre-approved for CEUs for AFC Certified Professionals and pre-approved for Experience Hours for AFC Candidates.
Each month, members are invited to a free professional development webinar hosted in partnership with the Financial Planning Association’s learning platform, FPA Connect. All topics are selected to enhance the skills of financial professionals and are exclusive only to AFCPE Members, making this a priceless member benefit.
All FPA Connect Webinars are preapproved for CEUs and Experience Hours.
Members receive a special discount to attend the Annual AFCPE® Symposium and there are so many great reasons to attend:
- To Learn: Gain valuable knowledge and resources to better support your clients, students, and communities. Symposium is pre-approved for 15 CEUs/Experience Hours.
- To Connect: Share new perspectives, exchange best practices, and expand your network.
- To Grow: Hear from industry experts on the newest research in personal finance and learn how to apply these findings to your work.
Symposium isn’t just a professional development event, it’s an experience. Experience the magic of the Symposium while easily earning CEUs/Experience Hours.
As an AFCPE Member, you receive exclusive access to the Journal of Financial Counseling and Planning (JFCP) Journal Quizzes for free (a $150 annual subscription). Members receive exclusive access to the JFCP Journal Quiz with each issue. Each journal quiz is 12 questions long and the content is based on research findings for that specific issue.
AFC Professionals can earn 2 CEUs/Experience Hours for each quiz they passed. Upon completion, professionals will receive a certificate that they can easily upload to their Certification dashboard to receive CEU credit.
Make Connections!
As an AFCPE Member, your membership contains exclusive access to the AFCPE Member Exchange. This interactive message board allows you to find and connect with other members from across the country around different topics and issues that are important to you.
You can network, share resources and best practices, discuss industry trends, and convene with AFCPE’s Membership base on one platform, either online or on your phone so that you can stay connected no matter where you are!
Launching February 2023!
The perfect place to find your people
Each month, AFCPE members meet up virtually to learn and share new ideas. Meet-ups allow professionals to expand their knowledge while engaging with other AFCPE members from across the country. Meetups are member-led, with topics selected by members, for members!
All sessions are available live and on-demand, exclusively for AFCPE Members.
Each month, AFCPE hosts Practitioners Unite! – a fun, relaxed way to get to know, and learn from, fellow AFCPE members. Members come together to share best practices, resources, client stories, and much more.
Conversations are member-led and topics are suggested by the membership.
AFCPE® membership provides your team with a platform to help advance the field and create a lasting impact. There are 11 task forces with opportunities for leadership and involvement. This is a great opportunity for members to become more involved with the organization!
| Awards | Government Relations |
| Investment | Member Services |
| Finance | Diversity & Inclusion |
| Symposium | Career Development |
| Newsletter | Research to Practice |
| Student | Learn more today! > |
Research that informs practice!
AFCPE Members receive free access to our esteemed research journal (a $150 a year value!).
The JFCP is a peer-reviewed journal published three times a year by the Association for Financial Counseling and Planning Education®. The journal’s mission is to disseminate scholarly research related to the financial decision-making of individuals and families; financial education and financial counseling techniques; and the education of professional financial educators, counselors, and planners. Readers expect to find detailed recommendations for education and practice in journal articles. JFCP also publishes book reviews.
AFC Professional Members also receive exclusive access to the JFCP Journal Quizzes. Professionals can earn 2 CEUs/Experience Hours for each quiz they passed.
Get published!
AFCPE’s quarterly newsletter, The Standard, provides Members with articles on all aspects of financial counseling, including research and practical application that is timely, thought-provoking, helping them do their job better.
We rely solely on articles contributed by staff, AFCPE members, and experts in the field. Membership provides an easy pathway for professionals to showcase their expertise and get published. The Standard is published quarterly in the months of January, April, July, and October.
Each month, Members will receive a monthly e-blast full of useful information on what’s happening in the organization, in the field, and among fellow AFCPE members.
The e-blast is a great opportunity to highlight the work your staff is doing and share it with professionals across the field! We love to highlight your Members’ work!
Career Development & Growth!
AFCPE Members are invited to attend our annual Career Week + Job Fair! This is a great opportunity for your organization to recruit qualified professionals! Organizations can recruit for all types of opportunities, from full time, part time, volunteer, etc. Let us connect you with our talented professionals.
The MentorConnect program, an exclusive benefit for AFCPE Members, is an informal mentorship program designed to enhance Members’ professional career. We believe that mentorship is foundational to a professional’s development and growth.
For AFC Candidates, students, or career changers, the MentorConnect program offers the opportunity to connect with a Mentor to gain insight and guidance.
For more seasoned professionals, being a Mentor is a great way to share your knowledge and experience with future leaders in our industry. Learn More >
The Experience Portal, an exclusive member benefit, is a place for AFCPE Members to find new opportunities to utilize their unique skills, expertise, and passion to elevate the mission and vision of our organization. Updated regularly, members can find volunteer and internship opportunities with organizations looking for qualified professionals!
This is a great resource for AFC Candidates to connect with volunteer opportunities that have been pre-approved for Experience Hours.
Looking for volunteers?
Anyone can post an opportunity on the Experience Portal. A 30-day listing is $20, or free for AFCPE Members. All opportunities are reviewed to determine if they will qualify for Experience Hours towards the AFC. For organizations, this is a great way to create opportunities for AFC Candidates to earn hours while also getting the qualified support it needs to further its mission! Learn more >
Are you hiring?
List your open position on the AFCPE® Career Center! Depending on what you are looking for, there are different packages to meet your hiring needs. AFCPE Members receive a 50% discount on all available packages.
Award Recognition & Grant Funding!
Members are invited annually to apply for one of our member awards – a great opportunity to bring awareness and recognition to your team’s work, your organization program or it’s programs.
Award winners are recognized through a national press release, honored at the Annual Symposium, and receive an awards seal to continue to bring recognition to their accomplishments.
Open to all AFCPE Members. Many awards include a monetary prize.
The Mary O’Neill Mini Grant is an annual grant opportunity open to AFCPE Members only. This $3,500 grant is provided for the development and implementation of an innovative, high-impact financial education project.
Dr. Barbara O’Neill, an AFCPE member and Past President of AFCPE, has made a generous restricted donation in honor of her late mother, Mary O’Neill, a financially capable woman.
Discounts on tools, resources, education, and more!
Members can also:
AFCPE Members receive a 10% discount on all Essentials Courses. Essentials Courses are online and self-paced to meet them where they are – giving your team the tools and resources to make a lasting impact in the lives of those they serve:
Money Management Essentials
College Finance Essentials
Military Essentials
Financial Inclusion Essentials
Diversity, Equity, and Inclusion Essentials
Learn more about our Essentials courses! >
Note: Offer may not be combined with any other sale, promotion, discount, code, coupon and/or offer.
Symposium isn’t just a professional development event, it’s an experience. Experience the magic of the Symposium while easily earning CEUs. Members receive a special discount to attend the Annual AFCPE Symposium and there are so many great reasons to attend:
- To Learn: Gain valuable knowledge and resources to better support your clients, students, and communities. Symposium is pre-approved for 15 CEUs/Experience Hours.
- To Connect: Share new perspectives, exchange best practices, and expand your network.
- To Grow: Hear from industry experts on the newest research in personal finance and learn how to apply these findings to your work.
Membership Runs on an Anniversary year, providing you with access to all member benefits for a full year. Your membership renewal date will be on the date your membership request is approved.
Membership dues are separate from certification fees. Read AFCPE®’s Refund & Transfer Policy here.
NOTE: AFCPE® membership and certification are completely separate divisions of the organization. While membership offers additional benefits to our certified professionals and provides a community for them to network and share best practices, certification is not required to hold membership. However, if you are interested in also becoming certified, please visit the Certification section of the website. AFCPE® Membership dues are nonrefundable.
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