Blog

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

#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

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

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

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

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

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

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

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

Guest Contributor: Sasha Grabenstetter Continue the Conversation: Tell us what you think in the comments below or on Twitter.

December 16, 2020

AMBA Member Banks Provide Financial Products, Services and Education to Military and Veteran Communities The Association of Military Banks of America (AMBA), established in 1959, is a not for profit association of banks operating on military installations, banks not located on military installations but serving military customers, and military banking...

November 23, 2020

Meet Shay Cook of FINRA Investor Education Foundation Welcome to the 2020 Sponsor Spotlight series! As we prepare for #AFCPE2020, November 16-20, 2020, we are excited to introduce you to our Sponsors, and more specifically, to the incredible people who work for these organizations. Learn more about the organizations and...

November 13, 2020