Blog
How Do I Celebrate Pride Month as a Financial Professional?
Celebrate Pride with AFCPE! June is LGBTQ+ Pride Month! Pride is a time to celebrate and recognize the work of LGBTQ+ Accredited Financial Counselors®, Candidates, and Members and their impact on the field. Pride is also an opportunity for all of us, as financial professionals, to ensure that we are...
June 01, 2021
Read More >FridayFollow: Helping Immigrants Go from Surviving to Thriving
Getting to know Adina Appelbaum, AFC® candidate Adina Appelbaum is a financial and online business coach for immigrants and their families. She is also an immigration lawyer at a non-profit. Together with her husband, Mauricio, Adina started Immigrant Finance, with the mission to “empower immigrants and their families with personal...
May 21, 2021
Read More >#FridayFollow: Taking the Leap
Getting to know Delicia Carswell, AFC® Delicia Carswell, AFC® assists individuals in creating and achieving their version of financial freedom. In this week’s Friday Follow, she shares her journey from FINRA Foundation Military Spouse Fellow to small business owner. Delicia offers excellent advice for other financial counselors and coaches looking...
May 14, 2021
Read More >Why I Use Tiller Money as a Financial Coach
As a financial coach, people often ask me, “what’s the best tool for budgeting?” And it’s a fair question! There are hundreds of budgeting tools out there, from free ones like Intuit’s Mint, to intricate tools like You Need a Budget (YNAB). While everyone has their own opinion, my personal...
May 10, 2021
Read More >To Robo or not to Robo, is that the question?
#ResearchWednesday New! AFCPE’s Research to Practice Task Force is now contributing regular articles to AFCPE’s blog. These articles are designed to summarize research, share personal realizations from a practitioner point of view, and encourage dialogue between researchers, practitioners, and educators. As you read research, ask yourself: What’s your “Aha moment?”...
March 24, 2021
Read More >#FridayFollow: Get to Know AFCPE’s Newest Staff Member
My Name: Zulairam Ruiz-Agosto (pronounced zoo-lie-rum in English) My Work: Member Services Coordinator. My role is to make sure you are all getting the best experience out of your AFCPE® Membership. My Roots: I was born in Puerto Rico and grew up in the Bronx, NY (you’ll hear my fabulous accent...
March 19, 2021
Read More >#FridayFollow: Knowledge Creates Impact
Get to know FINRA Foundation Military Spouse Fellow, Darya Morrison Darya Morrison is an AFC® candidate and a 2020 FINRA Foundation Military Spouse Fellow. Less than one year ago, she was filling out the application to join the Fellowship program. Today she has an ambitious personal goal of earning her...
March 12, 2021
Read More >#FridayFollow: Meaningful work wherever life takes you
Meaningful work wherever life takes you As we enter the application period for the 2021 FINRA Foundation Military Spouse Fellowship, we approached two 2020 FINRA Foundation award-winning Fellows with some Friday Five questions. Learn more about their passion for this work and why others should apply for the fellowship program.The...
February 26, 2021
Read More >#FridayFollow: Get to Know AFCPE’s New 2021 Board Members
Welcome, Brandy Baxter, AFC®, FFC® My Work: Financial Coach and CEO, Living Abundantly My Roots: Born and raised in Toledo, OH. I grew up with a loving, hard working mother and three sisters. My Passion: I’m passionate about illuminating the space in someone’s mind with ideas and strategies to give them hope...
February 05, 2021
Read More >#FridayFollow: Helping Artists Find Financial Freedom
Jennifer Latimore is an actor who works in theatre, film, and television. She is currently working toward earning her AFC® certification.AFCPE: Tell us a little about your professional journey, and what inspired you to pursue the AFC® certification?Jennifer: Never have I felt that the word ‘unique’ more accurately describes me...
January 29, 2021
Read More >Leveraging Strength with an Equitable Money Mindset
We know that money is already often weighing on people’s minds, especially those with critically low incomes. During these times of extreme uncertainty, people’s main financial concerns become even more immediate rather than long-term. The National Endowment for Financial Education found that 7 out of 10 people are concerned with their finances...
January 25, 2021
Read More >#FridayFollow: Looking Beyond Behaviors
Getting to know Sean McPhilamy, AFC®. AFCPE: When someone asks what you do, how do you respond? Sean: I help individuals and families with improving personal finances, looking beyond behaviors. AFCPE: Tell us a little about your professional journey. What or who inspired you to pursue this career? Sean: Twenty-five...
December 18, 2020
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