Blog

“Tell me and I forget. Teach me and I remember. Involve me and I learn” In other words, we learn the most by doing. Up until now, most financial education has attempted to "tell" or "teach".  Even in today's digital world, financial literacy has mostly consisted of transposing to computer screens...

October 23, 2014

Member Spotlight: Cherie Stueve, MBA, CPA (Inactive), AFC® is currently a PhD Student in the Personal Financial Planning Program at Kansas State University. She was a 2011 recipient of the FINRA Foundation Military Spouse Fellowship program. Below Cherie shares with us how she transitioned into the field of financial counseling, her experiences in the Military...

September 29, 2014

September 17, 2014

Member Spotlight: Dr. Michael Gutter is an Associate Professor for the Department of Family, Youth and Community Sciences at the University of Florida. He earned his BS in Family Financial Management and his PhD in Family Resource Management from The Ohio State University with a specialization in Finance. A longtime Member...

August 27, 2014

Member Spotlight: Don Fulton, AFC®, CRC®, and longtime member of AFCPE®, has more than 15 years’ experience in financial counseling and coaching through employee assistance programs and employee benefits services. A graduate of Golden Valley Lutheran College and Augsburg College, Don earned a Masters of Divinity and a Masters of Theology from...

July 24, 2014

Member Spotlight: Mary Howard is the Financial Literacy Program Manager for Student Assistance Foundation (SAF) in Helena, Montana. She has held the Accredited Financial Counselor (AFC®) designation since 2013 and has been an engaged member of AFCPE® since 2010. You are both a member of AFCPE, as well as an AFC certificant....

July 18, 2014

Member Spotlight Jean Lown, PhD. is a professor in the Department of Family, Consumer, and Human Development at Utah State University where she teaches investing, retirement and estate planning. She is a charter member of AFCPE and was present at the meeting where AFCPE was formed. Since then has only missed...

May 21, 2014

Your credit score can affect many parts of your financial life. And while the large majority of consumers have basic knowledge about credit scores, there are a few knowledge gaps according to the Consumer Federation of America’s latest survey findings: Only 42 percent know that a credit score measures the risk...

May 16, 2014

After completing the reading materials for the AFC course, I am now ready to start the review.  With practice questions and answers included in the back of the books, I can conveniently test my knowledge. And although the reading is in depth, the tools for studying are very straightforward. While...

May 09, 2014

It’s understandable that many of us do not like to engage in estate planning---it can be a little overwhelming. However, it is important to "nip it in the bud" and start the preparation early so that when the unfortunate time comes, there is a reduction of conflict and a smoother...

May 02, 2014

As I progress in my studies for the AFC®, I realize just how valuable a budget is and that it really is the foundation to having your finances in order. This is especially evident as I read through the chapter focused on investments. In order to invest, I need to...

April 25, 2014

As I have pursued degrees in Personal Financial Planning, first from the University of Missouri and now from Texas Tech University, each fall I have made an effort to go to at least one of a variety of conferences.  It was always a balancing act between getting out to meet...

April 24, 2014