Let us prepare you for the next stage of your professional journey!
AFCPE Membership is the intersection of financial education, research & practice.
Membership brings together professionals from a variety of financial fields, creating a strong network of knowledge and delivering professional development, resources, and benefits that sets you apart from your peers.
Your Membership Option
AFCPE Student Membership – $40 a year.
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Questions? Ask us in Membership Office hours.
Timely education, outside of the classroom!
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!
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.
Students receive a special, discounted, rate to attend the Annual AFCPE® Symposium and there are so many great reasons to attend:
- To Learn: Gain valuable knowledge and resources that sets you apart from everyone else.
- To Connect: Share new perspectives, exchange best practices, and network with professionals in the field.
- 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.
Get Connected!
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 build your professional 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 you to expand your 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.
View upcoming events
View on-demand sessions.
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 you with a platform to help advance the field and create a lasting impact. This is a great opportunity and resume builder for students looking for extra curricular activities and leadership development opportunities.
There are 11 task forces with opportunities for leadership and involvement. We invite you to take a look at the list below and 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.
Get published!
AFCPE’s quarterly newsletter, The Standard, provides you with articles on all aspects of financial counseling, including research and practical application that is timely, thought-provoking, and helps you do your 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, you’ll 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 you are doing and to share it with professionals across the field! We love to highlight your work – let us know what you are up to!
Career Development & Growth!
AFCPE Members are invited to attend our annual Career Week + Job Fair! This is a great opportunity for you to connect with employment and volunteer opportunities, expand your network, and gain new skills to make you more marketable in the field.
The MentorConnect program, an exclusive benefit for AFCPE Members, is an informal mentorship program designed to enhance your professional career. We believe that mentorship is foundational to a professional’s development and growth.
For students, the MentorConnect program offers the opportunity to connect with a Mentor to gain insight and guidance into the field.
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 your unique skills, expertise, and passion to elevate the mission and vision of our organization. Updated regularly, student members can also find volunteer and internship opportunities with organizations looking for qualified candidates!
Looking for employment? Check out the AFCPE Job Board! Job listings are all related to the field making it easy for you to keep a pulse on potential opportunities. AFCPE members searching for jobs can upload their resume for free!
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 work, your program or your organization.
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 you where you are – giving you the tools and resources to make a lasting impact in the lives of those you 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.
Thinking about obtaining your AFC? Already an AFC Candidate but still need to take the exam? AFCPE Members save $75 on their AFC Registration fee, plus an additional $50 off their AFC Exam fee!
Note: Offer may not be combined with any other sale, promotion, discount, code, coupon and/or offer.
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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