Set Standards, Advance Opportunity, Change Lives

By giving to AFCPE’s Strategic Impact Fund, you directly impact research, programs and resources that improve the economic well-being of individuals and families worldwide.

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What is the Strategic Impact Fund?

The AFCPE Strategic Impact Fund is a financial and philanthropic initiative designed to ensure the long-term impact and sustainability of the AFCPE’s mission and vision. It focuses on providing scholarships for certification, training, and symposium attendance; supporting research projects that foster collaboration between researchers and practitioners; and funding programming designed to better support access and impact to financial security in underserved communities.

How Does the Strategic Impact Fund Impact Lives?

In a typical year the Strategic Impact Fund supports:

  • $100,000 in scholarships to nonprofit organizations for certification and training to build capacity
  • 10 AFC scholarships to personal finance influencers
  • 100 AFC scholarships for people of color, thanks to a generous donation by NEFE
  • 100+ AFCPE Symposium scholarships
  • AFCPE Podcast episodes highlighting the value of the AFC® in serving communities and building capacity.

These funds will be used for

1

Scholarships for certification and training, students, nonprofit groups, symposium attendance

2

Setting research agenda and funding projects

3

Funding community-based initiatives that focus on solutions to promote financial security in underserved communities, using high standards of professionalism

Current Scholarship Opportunities

 

 2025 AFCPE Symposium Scholarship

Donate Now through July 18th, 2025

Want to help donate a Symposium Scholarship? The AFCPE Symposium Scholarship offers a unique chance to engage with peers, expand your knowledge, and explore crucial topics in the fields of financial coaching, counseling, and education.

This valuable opportunity provides full coverage for in-person attendance at the upcoming AFCPE Symposium, scheduled for November 18-20, 2025, in Phoenix-Glendale, Arizona.

 

Your Generous Support Makes an "Impact"

“I believe that advancement happens when we invest in people. I have seen how Strategic Impact Fund has been used to offer scholarships for new AFCs, improve the quality of our programming, and increase awareness around the services and the great work delivered by our financial professionals."
Dr. Brandy Baxter, AFC®, FFC®
Dr. Brandy Baxter, AFC®, FFC®AFCPE Board President
"Receiving the Strategic Impact Fund AFC® Scholarship and becoming an AFC has made a noticeable difference when marketing my services. I'm getting higher engagement with my LinkedIn posts, which helps lead to new client relationships. The team at AFCPE have and continue to be super helpful and responsive. This was particularly appreciated while working towards my designation. I can't thank them enough!"
Jackson Larimer, AFC®
Jackson Larimer, AFC®Financial Coach
"I wish more practitioners could access the AFC exam and receive the support to prepare. That's why I love that one of the SIF investments is towards scholarships for practitioners in the field, particularly those working in a nonprofit setting. It's an opportunity that is deeply connected to AFCPE's mission -- by supporting more practitioners in attaining the AFC, more individuals and families can receive high-quality, knowledgeable financial coaches, something all people deserve access to.
Ann Lentell, CFA, CFP®, AFC®
Ann Lentell, CFA, CFP®, AFC®AFCPE Board President-Elect
"Through my Strategic Fund contribution, I aim to strengthen AFCPE resources for programs like the Insight to Impact Initiative. This initiative is close to my heart as it builds connections and maximizes capacity for financial professionals and the communities we serve. Many in our communities struggle with finances and supporting the Strategic Fund will allow AFCPE to assert a leadership role, expand our external reputation, and bolster our internal association culture via this initiative."
Jacquie Carroll, AFC®
Jacquie Carroll, AFC®AFCPE Board Member, Director of Program Evaluation and Regional Director-West at AccessLex Institute

Help Us Empower Progress, Support Financial Equity, and Build Capacity

Join us in making a difference by donating to AFCPE®’s Strategic Impact Fund. Your contribution directly supports vital research, programs, and resources that enhance the economic well-being of individuals and families around the globe. Together, we can empower communities and create lasting financial security for those in need. Donate today and be a part of this transformative mission!

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AFCPE® is a 501(c)(3) organization with Federal Tax ID 34-2017326. Your donation is tax deductible to the fullest extent permitted by law. For additional questions, please contact Rachael DeLeon.

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