HOMEPAGE - AFCPEMYAFCPE LOGINCERTIFICATIONEDUCATION & TRAININGCAREER & RESOURCE CENTERMEMBERSHIP Become a 2021 AFCPE Member Join our growing community of financial counselors, coaches, educators, and researchers. Join Now 2021 AFCPE Virtual Symposium November 15-19, 2021 Submit a proposal to present! We Meet You Where You Are Many Financial Counselors & Coaches Offer Virtual Counseling Meet with an AFCPE® Certified Counselor or Coach – for Free Subscribe to Real Money, MYAFCPEMYAFCPELOGINFORGOT YOUR PASSWORD � Association for Financial Counseling & Planning Education ®.All Rights Reserved. Please review our Terms of Use, Bylaws, and Privacy Policy.Terms of Use, Bylaws

AFC EXAM GUIDE

AFC® Exam Guide Hello! Congratulations on your decision to pursue the Accredited Financial Counselor® ®(AFC ) certification. AFCPE® certifications are some of the most respected in the field of financial counseling and education. FFC CORE COMPETENCIES The Financial Fitness Coach Program fully integrates counseling and coaching skills. Upon completion, Financial Fitness Coaches will have the depth of knowledge and skills that allow them to meet clients wherever they are in their financial life, identify their financial goals, and collaborate with them to develop an action plan and appropriate steps to achieve those goals. The Value of AFCC ACCREDITED FINANCIAL COUNSELOR CANADA AFCC® trains professionals to guide clients through a holistic counselling framework of life cycle financial education. AFCPE® and Ontario Association of Credit Counselling Services (OACCS) have partnered to develop a program that has been carefully designed and customized with Canadian components in the study curriculum. Having your AFCC® designation will enhance your credibility and HOMEPAGE - AFCPEMYAFCPE LOGINCERTIFICATIONEDUCATION & TRAININGCAREER & RESOURCE CENTERMEMBERSHIP Become a 2021 AFCPE Member Join our growing community of financial counselors, coaches, educators, and researchers. Join Now 2021 AFCPE Virtual Symposium November 15-19, 2021 Submit a proposal to present! We Meet You Where You Are Many Financial Counselors & Coaches Offer Virtual Counseling Meet with an AFCPE® Certified Counselor or Coach – for Free Subscribe to Real Money, MYAFCPEMYAFCPELOGINFORGOT YOUR PASSWORD � Association for Financial Counseling & Planning Education ®.All Rights Reserved. Please review our Terms of Use, Bylaws, and Privacy Policy.Terms of Use, Bylaws

AFC EXAM GUIDE

AFC® Exam Guide Hello! Congratulations on your decision to pursue the Accredited Financial Counselor® ®(AFC ) certification. AFCPE® certifications are some of the most respected in the field of financial counseling and education. FFC CORE COMPETENCIES The Financial Fitness Coach Program fully integrates counseling and coaching skills. Upon completion, Financial Fitness Coaches will have the depth of knowledge and skills that allow them to meet clients wherever they are in their financial life, identify their financial goals, and collaborate with them to develop an action plan and appropriate steps to achieve those goals. The Value of AFCC ACCREDITED FINANCIAL COUNSELOR CANADA AFCC® trains professionals to guide clients through a holistic counselling framework of life cycle financial education. AFCPE® and Ontario Association of Credit Counselling Services (OACCS) have partnered to develop a program that has been carefully designed and customized with Canadian components in the study curriculum. Having your AFCC® designation will enhance your credibility and STANDARDS OF PRACTICE A valid certification program needs to be recognized as holding the highest standards for entry and maintenance. To that end, the AFCPE® Executive Board approved the following Standards of Practice and Code of Ethics. All AFCPE® certified professionals must adhere to the following standards of practice. Download the Standards of Practice here. Section A: The Counseling Relationship Standard AFCC ACCREDITED FINANCIAL COUNSELOR CANADA AFCC ® trains professionals to guide clients through a holistic counselling framework of life cycle financial education.. AFCPE ® and Ontario Association of Credit Counselling Services (OACCS) have partnered to develop a program that has been carefully designed and customized with Canadian components in the study curriculum. Having your AFCC ® designation will enhance your credibility and AFC CANDIDATE HANDBOOK 2020 AFC Candidate Handbook Page 5 Introduction AFCPE® supports researchers, educators, and counselors by establishing and upholding certification standards for professionals impacting the lives of consumers through financial

EXPERIENCE - AFCPE

Before joining AFCPE, I worked as a financial counselor and educator in the non-profit sector for nearly 10 years. Like many in this field, I fell into it by accident but quickly fell in love. Even though I had a lot of passion, things were a little rough in the beginning. I bungled first-time homeowner workshops. I stuttered through credit

AFCPE ETHICS 2021

Approved for 1 CEU for AFCPE® Certified Professionals Approved for 1 Experience Hour for AFC® Candidates In this webinar, we will break into small groups to explore some of the most controversial ethical scenarios from our last few Ethics trainings. Due to the nature of this training, space is limited and the webinar will not be recorded. Please do not register unless you are FINRA FOUNDATION MILITARY SPOUSE FELLOWSHIP: STEPS TO Thank you for your interest in the FINRA Foundation Military Spouse Fellowship! We want to help you submit your best application. Please read the information on this page before beginning the application process. Deadline to apply is June 1, 2021. Apply FINRA Foundation Military Spouse Fellowship: Steps to Apply STEP 1 Confirm you are eligible for this award. FPA CONNECT: SOCIAL SECURITY: SPOTLIGHT ON SPOUSE AND Join Theresa Busher and Kelly Draggoo, Social Security Public Affairs Specialists, for a review of the spousal and survivor benefit eligibility rules. This presentation will explain who qualifies and how, and when/why the benefits are reduced. We will also answer questions about whether ex-spouses can qualify for spousal and survivor benefits and what effect re-marriage can have. In addition FACTORS ASSOCIATED WITH THE OWNERSHIP OF INDIVIDUAL Despite the importance of retirement savings, many individuals retire with lack of adequate retirement savings. While calculating retirement savings needs was found to enhance retirement savings, little is known about what underlies this enhancement. Applying the theory of planned behavior (TPB), we developed a model in which psychological factors influence the calculation of retirement NAVIGATING RISKY HIGHER EDUCATION INVESTMENTS Written By: Stuart J. Heckman and Jodi C. Letkiewicz. This exploratory study examines academic and labor market risks associated with investments in higher education by synthesizing the literature regarding risky higher education choices and extending the research using the 2014 National Student Financial Wellness Study, a national sample of college students. FINANCIAL RISK TOLERANCE, SENSATION SEEKING, AND LOCUS OF Financial risk tolerance is an important personal characteristic that is widely used by financial professionals to guide the development and presentation of client-centered recommendations. As more baby boomers enter retirement, research on how these individuals perceive their willingness to take financial risks has gained importance, particularly as the focus of investment portfolios changes HOMEPAGE - AFCPEMYAFCPE LOGINCERTIFICATIONEDUCATION & TRAININGCAREER & RESOURCE CENTERMEMBERSHIP Become a 2021 AFCPE Member Join our growing community of financial counselors, coaches, educators, and researchers. Join Now 2021 AFCPE Virtual Symposium November 15-19, 2021 Submit a proposal to present! We Meet You Where You Are Many Financial Counselors & Coaches Offer Virtual Counseling Meet with an AFCPE® Certified Counselor or Coach – for Free Subscribe to Real Money,

CERTIFICATION

AFCPE ® counseling and coaching certifications are the most respected in the field of financial counseling and education. The AFC ® is the gold standard on which all our certification programs are based. Each is structured, rigorous and highly focused on

MYAFCPE

� Association for Financial Counseling & Planning Education ®.All Rights Reserved. Please review our Terms of Use, Bylaws, and Privacy Policy.Terms of Use, Bylaws

AFC EXAM GUIDE

AFC® Exam Guide Hello! Congratulations on your decision to pursue the Accredited Financial Counselor® ®(AFC ) certification. AFCPE® certifications are some of the most respected in the field of financial counseling and education. EXPERIENCE HOURS GUIDE AFC® Experience Guide At AFCPE® we are setting a standard, the standard. AFCPE encourages financial professionals to use education and empathy to affect long-term change. Not just because it’s the best thing to do, but because it’s FFC CORE COMPETENCIES The Financial Fitness Coach Program fully integrates counseling and coaching skills. Upon completion, Financial Fitness Coaches will have the depth of knowledge and skills that allow them to meet clients wherever they are in their financial life, identify their financial goals, and collaborate with them to develop an action plan and appropriate steps to achieve those goals. The Value of FINRA FOUNDATION MILITARY SPOUSE FELLOWSHIP The FINRA Foundation Military Spouse Fellowship program provides military spouses the opportunity to earn the AFC ® (Accredited Financial Counselor ®) certification—while providing financial counseling and education to the military community.. The fellowship covers the costs associated with completing the AFC ® training and testing. Created in 2006, this opportunity is made possible RESEARCH BRIEF: FINANCIAL STRESS AMPLIFIED: DATA FROM THE This issue’s Research Brief will summarize the general session. Dr. Billy Hensley, President and CEO of the National Endowment for Financial Education (NEFE) presented this session. NEFE did a series of surveys in the spring (April) and fall (September). NEFE’s goal was to capture the financial concerns and economic ripple effect of this pandemic on households’ finances. Financial Stress 3 THINGS TO CONSIDER FOR A MEANINGFUL PRACTICUM 3. Record, report, repeat. You might be tempted to get tunnel vision and go with your strengths, do what a buddy did, or focus on one opportunity. However, there are many ways to practicum, and over the years AFCPE has struck a balance in letting people focus on their passion but also requiring you to “branch out.”. NEW RESEARCH FINDS LINK BETWEEN FINANCIAL STATUS AND BODY Published in the Journal of Financial Counseling and Planning as a part of AFCPE’s special issue on health and finances, the study revealed a strong link between poor financial status and high BMI for both men and women. The study examined the association between financial status and body weight for middle-aged and older men and

women aged 51

HOMEPAGE - AFCPEMYAFCPE LOGINCERTIFICATIONEDUCATION & TRAININGCAREER & RESOURCE CENTERMEMBERSHIP Become a 2021 AFCPE Member Join our growing community of financial counselors, coaches, educators, and researchers. Join Now 2021 AFCPE Virtual Symposium November 15-19, 2021 Submit a proposal to present! We Meet You Where You Are Many Financial Counselors & Coaches Offer Virtual Counseling Meet with an AFCPE® Certified Counselor or Coach – for Free Subscribe to Real Money,

CERTIFICATION

AFCPE ® counseling and coaching certifications are the most respected in the field of financial counseling and education. The AFC ® is the gold standard on which all our certification programs are based. Each is structured, rigorous and highly focused on

MYAFCPE

� Association for Financial Counseling & Planning Education ®.All Rights Reserved. Please review our Terms of Use, Bylaws, and Privacy Policy.Terms of Use, Bylaws

AFC EXAM GUIDE

AFC® Exam Guide Hello! Congratulations on your decision to pursue the Accredited Financial Counselor® ®(AFC ) certification. AFCPE® certifications are some of the most respected in the field of financial counseling and education. EXPERIENCE HOURS GUIDE AFC® Experience Guide At AFCPE® we are setting a standard, the standard. AFCPE encourages financial professionals to use education and empathy to affect long-term change. Not just because it’s the best thing to do, but because it’s FFC CORE COMPETENCIES The Financial Fitness Coach Program fully integrates counseling and coaching skills. Upon completion, Financial Fitness Coaches will have the depth of knowledge and skills that allow them to meet clients wherever they are in their financial life, identify their financial goals, and collaborate with them to develop an action plan and appropriate steps to achieve those goals. The Value of FINRA FOUNDATION MILITARY SPOUSE FELLOWSHIP The FINRA Foundation Military Spouse Fellowship program provides military spouses the opportunity to earn the AFC ® (Accredited Financial Counselor ®) certification—while providing financial counseling and education to the military community.. The fellowship covers the costs associated with completing the AFC ® training and testing. Created in 2006, this opportunity is made possible RESEARCH BRIEF: FINANCIAL STRESS AMPLIFIED: DATA FROM THE This issue’s Research Brief will summarize the general session. Dr. Billy Hensley, President and CEO of the National Endowment for Financial Education (NEFE) presented this session. NEFE did a series of surveys in the spring (April) and fall (September). NEFE’s goal was to capture the financial concerns and economic ripple effect of this pandemic on households’ finances. Financial Stress 3 THINGS TO CONSIDER FOR A MEANINGFUL PRACTICUM 3. Record, report, repeat. You might be tempted to get tunnel vision and go with your strengths, do what a buddy did, or focus on one opportunity. However, there are many ways to practicum, and over the years AFCPE has struck a balance in letting people focus on their passion but also requiring you to “branch out.”. NEW RESEARCH FINDS LINK BETWEEN FINANCIAL STATUS AND BODY Published in the Journal of Financial Counseling and Planning as a part of AFCPE’s special issue on health and finances, the study revealed a strong link between poor financial status and high BMI for both men and women. The study examined the association between financial status and body weight for middle-aged and older men and

women aged 51

AFCC ACCREDITED FINANCIAL COUNSELOR CANADA AFCC ® trains professionals to guide clients through a holistic counselling framework of life cycle financial education.. AFCPE ® and Ontario Association of Credit Counselling Services (OACCS) have partnered to develop a program that has been carefully designed and customized with Canadian components in the study curriculum. Having your AFCC ® designation will enhance your credibility and RESEARCH BRIEF: FINANCIAL STRESS AMPLIFIED: DATA FROM THE This issue’s Research Brief will summarize the general session. Dr. Billy Hensley, President and CEO of the National Endowment for Financial Education (NEFE) presented this session. NEFE did a series of surveys in the spring (April) and fall (September). NEFE’s goal was to capture the financial concerns and economic ripple effect of this pandemic on households’ finances. Financial Stress SPREAD THE WORD: FREE VIRTUAL FINANCIAL COUNSELING Communications Toolkit Thanks to the generosity of Wells Fargo, and in partnership with Coordinated Assistance Network, AFCPE® certified financial counselors and coaches are available nationwide to offer you unbiased virtual financial counseling and coaching sessions – free to you. Please use the language and resources below to help us SPREAD THE WORD! Share it with your social networks

AFCPE ETHICS 2021

Approved for 1 CEU for AFCPE® Certified Professionals Approved for 1 Experience Hour for AFC® Candidates In this webinar, we will break into small groups to explore some of the most controversial ethical scenarios from our last few Ethics trainings. Due to the nature of this training, space is limited and the webinar will not be recorded. Please do not register unless you are FPA CONNECT: SOCIAL SECURITY: SPOTLIGHT ON SPOUSE AND Join Theresa Busher and Kelly Draggoo, Social Security Public Affairs Specialists, for a review of the spousal and survivor benefit eligibility rules. This presentation will explain who qualifies and how, and when/why the benefits are reduced. We will also answer questions about whether ex-spouses can qualify for spousal and survivor benefits and what effect re-marriage can have. In addition FACTORS ASSOCIATED WITH THE OWNERSHIP OF INDIVIDUAL Despite the importance of retirement savings, many individuals retire with lack of adequate retirement savings. While calculating retirement savings needs was found to enhance retirement savings, little is known about what underlies this enhancement. Applying the theory of planned behavior (TPB), we developed a model in which psychological factors influence the calculation of retirement DECOMPOSITION OF THE FINANCIAL CAPABILITY CONSTRUCT: A Based on a nationally representative sample of adult Poles (N = 1,004), we examined structural relationships between financial knowledge, skills, confidence, attitudes, and behavior in debt-domain. We found that financial confidence—at least regarding debt-related issues—is tied to debt attitudes and behavior beyond the extent to which the attitudes and behaviors are linked to objective NAVIGATING RISKY HIGHER EDUCATION INVESTMENTS Written By: Stuart J. Heckman and Jodi C. Letkiewicz. This exploratory study examines academic and labor market risks associated with investments in higher education by synthesizing the literature regarding risky higher education choices and extending the research using the 2014 National Student Financial Wellness Study, a national sample of college students. POST-RELEASE FINANCIAL BEHAVIORAL INTENTIONS OF There are numerous factors associated with successful reentry, but one that has not yet been addressed is financial behavior after release. This study used a primary data set collected in the fall of 2017. The theory of planned behavior was applied to investigate post-release financial behavioral intentions of men and women approaching return to society via a work release program FINANCIAL RISK TOLERANCE, SENSATION SEEKING, AND LOCUS OF Financial risk tolerance is an important personal characteristic that is widely used by financial professionals to guide the development and presentation of client-centered recommendations. As more baby boomers enter retirement, research on how these individuals perceive their willingness to take financial risks has gained importance, particularly as the focus of investment portfolios changes HOMEPAGE - AFCPEMYAFCPE LOGINCERTIFICATIONEDUCATION & TRAININGCAREER & RESOURCE CENTERMEMBERSHIP Become a 2021 AFCPE Member Join our growing community of financial counselors, coaches, educators, and researchers. Join Now 2021 AFCPE Virtual Symposium November 15-19, 2021 Submit a proposal to present! We Meet You Where You Are Many Financial Counselors & Coaches Offer Virtual Counseling Meet with an AFCPE® Certified Counselor or Coach – for Free Subscribe to Real Money, MYAFCPEMYAFCPELOGINFORGOT YOUR PASSWORD � Association for Financial Counseling & Planning Education ®.All Rights Reserved. Please review our Terms of Use, Bylaws, and Privacy Policy.Terms of Use, Bylaws

CERTIFICATION

AFCPE ® counseling and coaching certifications are the most respected in the field of financial counseling and education. The AFC ® is the gold standard on which all our certification programs are based. Each is structured, rigorous and highly focused on

AFC EXAM GUIDE

AFC® Exam Guide Hello! Congratulations on your decision to pursue the Accredited Financial Counselor® ®(AFC ) certification. AFCPE® certifications are some of the most respected in the field of financial counseling and education. AFCC ACCREDITED FINANCIAL COUNSELOR CANADA AFCC® trains professionals to guide clients through a holistic counselling framework of life cycle financial education. AFCPE® and Ontario Association of Credit Counselling Services (OACCS) have partnered to develop a program that has been carefully designed and customized with Canadian components in the study curriculum. Having your AFCC® designation will enhance your credibility and FINRA FOUNDATION MILITARY SPOUSE FELLOWSHIP The FINRA Foundation Military Spouse Fellowship program provides military spouses the opportunity to earn the AFC ® (Accredited Financial Counselor ®) certification—while providing financial counseling and education to the military community.. The fellowship covers the costs associated with completing the AFC ® training and testing. Created in 2006, this opportunity is made possible FFC CORE COMPETENCIES The Financial Fitness Coach Program fully integrates counseling and coaching skills. Upon completion, Financial Fitness Coaches will have the depth of knowledge and skills that allow them to meet clients wherever they are in their financial life, identify their financial goals, and collaborate with them to develop an action plan and appropriate steps to achieve those goals. The Value of EXPERIENCE HOURS GUIDE AFC® Experience Guide At AFCPE® we are setting a standard, the standard. AFCPE encourages financial professionals to use education and empathy to affect long-term change. Not just because it’s the best thing to do, but because it’s NEW RESEARCH FINDS LINK BETWEEN FINANCIAL STATUS AND BODY Published in the Journal of Financial Counseling and Planning as a part of AFCPE’s special issue on health and finances, the study revealed a strong link between poor financial status and high BMI for both men and women. The study examined the association between financial status and body weight for middle-aged and older men and

women aged 51

UPDATES IN THE CREDIT INDUSTRY Credit reporting and scoring are constantly evolving to adapt to changes in consumer protection laws, consumer and economic patterns, and the business needs of lending institutions. Recent developments in credit scoring and in the credit industry, particularly the implementation of new consumer protections, policy changes, and the growing use of alternative and “consumer HOMEPAGE - AFCPEMYAFCPE LOGINCERTIFICATIONEDUCATION & TRAININGCAREER & RESOURCE CENTERMEMBERSHIP Become a 2021 AFCPE Member Join our growing community of financial counselors, coaches, educators, and researchers. Join Now 2021 AFCPE Virtual Symposium November 15-19, 2021 Submit a proposal to present! We Meet You Where You Are Many Financial Counselors & Coaches Offer Virtual Counseling Meet with an AFCPE® Certified Counselor or Coach – for Free Subscribe to Real Money, MYAFCPEMYAFCPELOGINFORGOT YOUR PASSWORD � Association for Financial Counseling & Planning Education ®.All Rights Reserved. Please review our Terms of Use, Bylaws, and Privacy Policy.Terms of Use, Bylaws

CERTIFICATION

AFCPE ® counseling and coaching certifications are the most respected in the field of financial counseling and education. The AFC ® is the gold standard on which all our certification programs are based. Each is structured, rigorous and highly focused on

AFC EXAM GUIDE

AFC® Exam Guide Hello! Congratulations on your decision to pursue the Accredited Financial Counselor® ®(AFC ) certification. AFCPE® certifications are some of the most respected in the field of financial counseling and education. AFCC ACCREDITED FINANCIAL COUNSELOR CANADA AFCC® trains professionals to guide clients through a holistic counselling framework of life cycle financial education. AFCPE® and Ontario Association of Credit Counselling Services (OACCS) have partnered to develop a program that has been carefully designed and customized with Canadian components in the study curriculum. Having your AFCC® designation will enhance your credibility and FINRA FOUNDATION MILITARY SPOUSE FELLOWSHIP The FINRA Foundation Military Spouse Fellowship program provides military spouses the opportunity to earn the AFC ® (Accredited Financial Counselor ®) certification—while providing financial counseling and education to the military community.. The fellowship covers the costs associated with completing the AFC ® training and testing. Created in 2006, this opportunity is made possible FFC CORE COMPETENCIES The Financial Fitness Coach Program fully integrates counseling and coaching skills. Upon completion, Financial Fitness Coaches will have the depth of knowledge and skills that allow them to meet clients wherever they are in their financial life, identify their financial goals, and collaborate with them to develop an action plan and appropriate steps to achieve those goals. The Value of EXPERIENCE HOURS GUIDE AFC® Experience Guide At AFCPE® we are setting a standard, the standard. AFCPE encourages financial professionals to use education and empathy to affect long-term change. Not just because it’s the best thing to do, but because it’s NEW RESEARCH FINDS LINK BETWEEN FINANCIAL STATUS AND BODY Published in the Journal of Financial Counseling and Planning as a part of AFCPE’s special issue on health and finances, the study revealed a strong link between poor financial status and high BMI for both men and women. The study examined the association between financial status and body weight for middle-aged and older men and

women aged 51

UPDATES IN THE CREDIT INDUSTRY Credit reporting and scoring are constantly evolving to adapt to changes in consumer protection laws, consumer and economic patterns, and the business needs of lending institutions. Recent developments in credit scoring and in the credit industry, particularly the implementation of new consumer protections, policy changes, and the growing use of alternative and “consumer

CERTIFICATION

AFCPE ® counseling and coaching certifications are the most respected in the field of financial counseling and education. The AFC ® is the gold standard on which all our certification programs are based. Each is structured, rigorous and highly focused on FIND AN AFCPE CERTIFIED PROFESSIONAL Thanks to the generosity of the Wells Fargo Foundation, and in partnership with Coordinated Assistance Network (CAN), AFCPE® accredited financial counselors and coaches are now offering unbiased and fully confidential virtual financial counseling and coaching sessions – free to individuals and families who are struggling with the financial implications of COVID-19. To connect with this free

AFC EXAM GUIDE

AFC® Exam Guide Hello! Congratulations on your decision to pursue the Accredited Financial Counselor® ®(AFC ) certification. AFCPE® certifications are some of the most respected in the field of financial counseling and education.

CAREER CENTER

Whether you’re looking for career advancement, exploring your options as a student, or considering a change of profession, you’ve come to the right place. Job Board Career Paths Mentorship Young Professionals Nearly 80% of people are living paycheck to paycheck, struggling to make ends meet. You can be part of the solution. Contact us to learn how AFCPE certifications can AFC ACCREDITED FINANCIAL COUNSELOR The NCCA accredited the Association for Financial Counseling & Education ® (AFCPE ® )’s AFC ® certification for a five-year period, expiring December 31, 2025. NCCA is the accrediting body of the Institute for Credentialing Excellence (formerly the National Organization for Competency Assurance). Since 1977, the NCCA has been

accrediting

EXPERIENCE HOURS GUIDE AFC® Experience Guide At AFCPE® we are setting a standard, the standard. AFCPE encourages financial professionals to use education and empathy to affect long-term change. Not just because it’s the best thing to do, but because it’s MONEY MANAGEMENT ESSENTIALS A professional development course that takes you through the essential steps of money management. Providing a firm financial foundation – for you and those you serve. Rooted in the core competencies of the AFC®, Money Management Essentials covers: Student Loans Debt Reduction Credit Cards and Loans Major Purchases Housing Risk Management Health Care and Life Insurance Financial Counseling

EXPERIENCE - AFCPE

Before joining AFCPE, I worked as a financial counselor and educator in the non-profit sector for nearly 10 years. Like many in this field, I fell into it by accident but quickly fell in love. Even though I had a lot of passion, things were a little rough in the beginning. I bungled first-time homeowner workshops. I stuttered through credit 3 THINGS TO CONSIDER FOR A MEANINGFUL PRACTICUM 3. Record, report, repeat. You might be tempted to get tunnel vision and go with your strengths, do what a buddy did, or focus on one opportunity. However, there are many ways to practicum, and over the years AFCPE has struck a balance in letting people focus on their passion but also requiring you to “branch out.”. 3 TIPS TO HELP TEENAGERS TRACK THEIR FINANCES Most parents desire their teenagers to be a wealth of financial savvy – saving crazily and spending wisely. However, the reality is that at this point in their lives, our teenagers may not hold the same affinity to become financially stable adults. My teenager is a case in point. He is a content young man who has worked enough to HOMEPAGE - AFCPEMYAFCPE LOGINCERTIFICATIONEDUCATION & TRAININGCAREER & RESOURCE CENTERMEMBERSHIP Become a 2021 AFCPE Member Join our growing community of financial counselors, coaches, educators, and researchers. Join Now 2021 AFCPE Virtual Symposium November 15-19, 2021 Submit a proposal to present! We Meet You Where You Are Many Financial Counselors & Coaches Offer Virtual Counseling Meet with an AFCPE® Certified Counselor or Coach – for Free Subscribe to Real Money, MYAFCPEMYAFCPELOGINFORGOT YOUR PASSWORD � Association for Financial Counseling & Planning Education ®.All Rights Reserved. Please review our Terms of Use, Bylaws, and Privacy Policy.Terms of Use, Bylaws

CERTIFICATION

AFCPE ® counseling and coaching certifications are the most respected in the field of financial counseling and education. The AFC ® is the gold standard on which all our certification programs are based. Each is structured, rigorous and highly focused on

AFC EXAM GUIDE

AFC® Exam Guide Hello! Congratulations on your decision to pursue the Accredited Financial Counselor® ®(AFC ) certification. AFCPE® certifications are some of the most respected in the field of financial counseling and education. AFCC ACCREDITED FINANCIAL COUNSELOR CANADA AFCC® trains professionals to guide clients through a holistic counselling framework of life cycle financial education. AFCPE® and Ontario Association of Credit Counselling Services (OACCS) have partnered to develop a program that has been carefully designed and customized with Canadian components in the study curriculum. Having your AFCC® designation will enhance your credibility and FINRA FOUNDATION MILITARY SPOUSE FELLOWSHIP The FINRA Foundation Military Spouse Fellowship program provides military spouses the opportunity to earn the AFC ® (Accredited Financial Counselor ®) certification—while providing financial counseling and education to the military community.. The fellowship covers the costs associated with completing the AFC ® training and testing. Created in 2006, this opportunity is made possible FFC CORE COMPETENCIES The Financial Fitness Coach Program fully integrates counseling and coaching skills. Upon completion, Financial Fitness Coaches will have the depth of knowledge and skills that allow them to meet clients wherever they are in their financial life, identify their financial goals, and collaborate with them to develop an action plan and appropriate steps to achieve those goals. The Value of EXPERIENCE HOURS GUIDE AFC® Experience Guide At AFCPE® we are setting a standard, the standard. AFCPE encourages financial professionals to use education and empathy to affect long-term change. Not just because it’s the best thing to do, but because it’s NEW RESEARCH FINDS LINK BETWEEN FINANCIAL STATUS AND BODY Published in the Journal of Financial Counseling and Planning as a part of AFCPE’s special issue on health and finances, the study revealed a strong link between poor financial status and high BMI for both men and women. The study examined the association between financial status and body weight for middle-aged and older men and

women aged 51

UPDATES IN THE CREDIT INDUSTRY Credit reporting and scoring are constantly evolving to adapt to changes in consumer protection laws, consumer and economic patterns, and the business needs of lending institutions. Recent developments in credit scoring and in the credit industry, particularly the implementation of new consumer protections, policy changes, and the growing use of alternative and “consumer HOMEPAGE - AFCPEMYAFCPE LOGINCERTIFICATIONEDUCATION & TRAININGCAREER & RESOURCE CENTERMEMBERSHIP Become a 2021 AFCPE Member Join our growing community of financial counselors, coaches, educators, and researchers. Join Now 2021 AFCPE Virtual Symposium November 15-19, 2021 Submit a proposal to present! We Meet You Where You Are Many Financial Counselors & Coaches Offer Virtual Counseling Meet with an AFCPE® Certified Counselor or Coach – for Free Subscribe to Real Money, MYAFCPEMYAFCPELOGINFORGOT YOUR PASSWORD � Association for Financial Counseling & Planning Education ®.All Rights Reserved. Please review our Terms of Use, Bylaws, and Privacy Policy.Terms of Use, Bylaws

CERTIFICATION

AFCPE ® counseling and coaching certifications are the most respected in the field of financial counseling and education. The AFC ® is the gold standard on which all our certification programs are based. Each is structured, rigorous and highly focused on

AFC EXAM GUIDE

AFC® Exam Guide Hello! Congratulations on your decision to pursue the Accredited Financial Counselor® ®(AFC ) certification. AFCPE® certifications are some of the most respected in the field of financial counseling and education. AFCC ACCREDITED FINANCIAL COUNSELOR CANADA AFCC® trains professionals to guide clients through a holistic counselling framework of life cycle financial education. AFCPE® and Ontario Association of Credit Counselling Services (OACCS) have partnered to develop a program that has been carefully designed and customized with Canadian components in the study curriculum. Having your AFCC® designation will enhance your credibility and FINRA FOUNDATION MILITARY SPOUSE FELLOWSHIP The FINRA Foundation Military Spouse Fellowship program provides military spouses the opportunity to earn the AFC ® (Accredited Financial Counselor ®) certification—while providing financial counseling and education to the military community.. The fellowship covers the costs associated with completing the AFC ® training and testing. Created in 2006, this opportunity is made possible FFC CORE COMPETENCIES The Financial Fitness Coach Program fully integrates counseling and coaching skills. Upon completion, Financial Fitness Coaches will have the depth of knowledge and skills that allow them to meet clients wherever they are in their financial life, identify their financial goals, and collaborate with them to develop an action plan and appropriate steps to achieve those goals. The Value of EXPERIENCE HOURS GUIDE AFC® Experience Guide At AFCPE® we are setting a standard, the standard. AFCPE encourages financial professionals to use education and empathy to affect long-term change. Not just because it’s the best thing to do, but because it’s NEW RESEARCH FINDS LINK BETWEEN FINANCIAL STATUS AND BODY Published in the Journal of Financial Counseling and Planning as a part of AFCPE’s special issue on health and finances, the study revealed a strong link between poor financial status and high BMI for both men and women. The study examined the association between financial status and body weight for middle-aged and older men and

women aged 51

UPDATES IN THE CREDIT INDUSTRY Credit reporting and scoring are constantly evolving to adapt to changes in consumer protection laws, consumer and economic patterns, and the business needs of lending institutions. Recent developments in credit scoring and in the credit industry, particularly the implementation of new consumer protections, policy changes, and the growing use of alternative and “consumer

CERTIFICATION

AFCPE ® counseling and coaching certifications are the most respected in the field of financial counseling and education. The AFC ® is the gold standard on which all our certification programs are based. Each is structured, rigorous and highly focused on FIND AN AFCPE CERTIFIED PROFESSIONAL Thanks to the generosity of the Wells Fargo Foundation, and in partnership with Coordinated Assistance Network (CAN), AFCPE® accredited financial counselors and coaches are now offering unbiased and fully confidential virtual financial counseling and coaching sessions – free to individuals and families who are struggling with the financial implications of COVID-19. To connect with this free

AFC EXAM GUIDE

AFC® Exam Guide Hello! Congratulations on your decision to pursue the Accredited Financial Counselor® ®(AFC ) certification. AFCPE® certifications are some of the most respected in the field of financial counseling and education.

CAREER CENTER

Whether you’re looking for career advancement, exploring your options as a student, or considering a change of profession, you’ve come to the right place. Job Board Career Paths Mentorship Young Professionals Nearly 80% of people are living paycheck to paycheck, struggling to make ends meet. You can be part of the solution. Contact us to learn how AFCPE certifications can AFC ACCREDITED FINANCIAL COUNSELOR The NCCA accredited the Association for Financial Counseling & Education ® (AFCPE ® )’s AFC ® certification for a five-year period, expiring December 31, 2025. NCCA is the accrediting body of the Institute for Credentialing Excellence (formerly the National Organization for Competency Assurance). Since 1977, the NCCA has been

accrediting

EXPERIENCE HOURS GUIDE AFC® Experience Guide At AFCPE® we are setting a standard, the standard. AFCPE encourages financial professionals to use education and empathy to affect long-term change. Not just because it’s the best thing to do, but because it’s MONEY MANAGEMENT ESSENTIALS A professional development course that takes you through the essential steps of money management. Providing a firm financial foundation – for you and those you serve. Rooted in the core competencies of the AFC®, Money Management Essentials covers: Student Loans Debt Reduction Credit Cards and Loans Major Purchases Housing Risk Management Health Care and Life Insurance Financial Counseling

EXPERIENCE - AFCPE

Before joining AFCPE, I worked as a financial counselor and educator in the non-profit sector for nearly 10 years. Like many in this field, I fell into it by accident but quickly fell in love. Even though I had a lot of passion, things were a little rough in the beginning. I bungled first-time homeowner workshops. I stuttered through credit 3 THINGS TO CONSIDER FOR A MEANINGFUL PRACTICUM 3. Record, report, repeat. You might be tempted to get tunnel vision and go with your strengths, do what a buddy did, or focus on one opportunity. However, there are many ways to practicum, and over the years AFCPE has struck a balance in letting people focus on their passion but also requiring you to “branch out.”. 3 TIPS TO HELP TEENAGERS TRACK THEIR FINANCES Most parents desire their teenagers to be a wealth of financial savvy – saving crazily and spending wisely. However, the reality is that at this point in their lives, our teenagers may not hold the same affinity to become financially stable adults. My teenager is a case in point. He is a content young man who has worked enough to HOMEPAGE - AFCPEMYAFCPE LOGINCERTIFICATIONEDUCATION & TRAININGCAREER & RESOURCE CENTERMEMBERSHIP Become a 2021 AFCPE Member Join our growing community of financial counselors, coaches, educators, and researchers. Join Now 2021 AFCPE Virtual Symposium November 15-19, 2021 Submit a proposal to present! We Meet You Where You Are Many Financial Counselors & Coaches Offer Virtual Counseling Meet with an AFCPE® Certified Counselor or Coach – for Free Subscribe to Real Money,

CERTIFICATION

Are you passionate about helping people with their money so they can improve their lives? If so, you’re in the right place. AFCPE® counseling and coaching certifications are the most respected in the field of financial counseling and education. The AFC® is the gold standard on which all our certification programs are based. Each is structured, rigorous and highly focused

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AFC EXAM GUIDE

AFC® Exam Guide Hello! Congratulations on your decision to pursue the Accredited Financial Counselor® ®(AFC ) certification. AFCPE® certifications are some of the most respected in the field of financial counseling and education. AFCC ACCREDITED FINANCIAL COUNSELOR CANADA AFCC® trains professionals to guide clients through a holistic counselling framework of life cycle financial education. AFCPE® and Ontario Association of Credit Counselling Services (OACCS) have partnered to develop a program that has been carefully designed and customized with Canadian components in the study curriculum. Having your AFCC® designation will enhance your credibility and FFC CORE COMPETENCIES The Financial Fitness Coach Program fully integrates counseling and coaching skills. Upon completion, Financial Fitness Coaches will have the depth of knowledge and skills that allow them to meet clients wherever they are in their financial life, identify their financial goals, and collaborate with them to develop an action plan and appropriate steps to achieve those goals. The Value of FINRA FOUNDATION MILITARY SPOUSE FELLOWSHIP The FINRA Foundation Military Spouse Fellowship program provides military spouses the opportunity to earn the AFC ® (Accredited Financial Counselor ®) certification—while providing financial counseling and education to the military community.. The fellowship covers the costs associated with completing the AFC ® training and testing. Created in 2006, this opportunity is made possible EXPERIENCE HOURS GUIDE AFC® Experience Guide At AFCPE® we are setting a standard, the standard. AFCPE encourages financial professionals to use education and empathy to affect long-term change. Not just because it’s the best thing to do, but because it’s NEW RESEARCH FINDS LINK BETWEEN FINANCIAL STATUS AND BODY Poor financial status is associated with high BMI in both men and women. COLUMBUS, Ohio, June 18, 2018 (Newswire.com) – The Association for Financial Counseling and Planning Education® (AFCPE®) released results from a national study that examines the association of financial status and body mass index (BMI). Published in the Journal of Financial Counseling and Planning as a UPDATES IN THE CREDIT INDUSTRY Credit reporting and scoring are constantly evolving to adapt to changes in consumer protection laws, consumer and economic patterns, and the business needs of lending institutions. Recent developments in credit scoring and in the credit industry, particularly the implementation of new consumer protections, policy changes, and the growing use of alternative and “consumer HOMEPAGE - AFCPEMYAFCPE LOGINCERTIFICATIONEDUCATION & TRAININGCAREER & RESOURCE CENTERMEMBERSHIP Become a 2021 AFCPE Member Join our growing community of financial counselors, coaches, educators, and researchers. Join Now 2021 AFCPE Virtual Symposium November 15-19, 2021 Submit a proposal to present! We Meet You Where You Are Many Financial Counselors & Coaches Offer Virtual Counseling Meet with an AFCPE® Certified Counselor or Coach – for Free Subscribe to Real Money,

CERTIFICATION

Are you passionate about helping people with their money so they can improve their lives? If so, you’re in the right place. AFCPE® counseling and coaching certifications are the most respected in the field of financial counseling and education. The AFC® is the gold standard on which all our certification programs are based. Each is structured, rigorous and highly focused

MYAFCPE

� Association for Financial Counseling & Planning Education ®.All Rights Reserved. Please review our Terms of Use, Bylaws, and Privacy Policy.Terms of Use, Bylaws

AFC EXAM GUIDE

AFC® Exam Guide Hello! Congratulations on your decision to pursue the Accredited Financial Counselor® ®(AFC ) certification. AFCPE® certifications are some of the most respected in the field of financial counseling and education. AFCC ACCREDITED FINANCIAL COUNSELOR CANADA AFCC® trains professionals to guide clients through a holistic counselling framework of life cycle financial education. AFCPE® and Ontario Association of Credit Counselling Services (OACCS) have partnered to develop a program that has been carefully designed and customized with Canadian components in the study curriculum. Having your AFCC® designation will enhance your credibility and FFC CORE COMPETENCIES The Financial Fitness Coach Program fully integrates counseling and coaching skills. Upon completion, Financial Fitness Coaches will have the depth of knowledge and skills that allow them to meet clients wherever they are in their financial life, identify their financial goals, and collaborate with them to develop an action plan and appropriate steps to achieve those goals. The Value of FINRA FOUNDATION MILITARY SPOUSE FELLOWSHIP The FINRA Foundation Military Spouse Fellowship program provides military spouses the opportunity to earn the AFC ® (Accredited Financial Counselor ®) certification—while providing financial counseling and education to the military community.. The fellowship covers the costs associated with completing the AFC ® training and testing. Created in 2006, this opportunity is made possible EXPERIENCE HOURS GUIDE AFC® Experience Guide At AFCPE® we are setting a standard, the standard. AFCPE encourages financial professionals to use education and empathy to affect long-term change. Not just because it’s the best thing to do, but because it’s NEW RESEARCH FINDS LINK BETWEEN FINANCIAL STATUS AND BODY Poor financial status is associated with high BMI in both men and women. COLUMBUS, Ohio, June 18, 2018 (Newswire.com) – The Association for Financial Counseling and Planning Education® (AFCPE®) released results from a national study that examines the association of financial status and body mass index (BMI). Published in the Journal of Financial Counseling and Planning as a UPDATES IN THE CREDIT INDUSTRY Credit reporting and scoring are constantly evolving to adapt to changes in consumer protection laws, consumer and economic patterns, and the business needs of lending institutions. Recent developments in credit scoring and in the credit industry, particularly the implementation of new consumer protections, policy changes, and the growing use of alternative and “consumer

CERTIFICATION

Are you passionate about helping people with their money so they can improve their lives? If so, you’re in the right place. AFCPE® counseling and coaching certifications are the most respected in the field of financial counseling and education. The AFC® is the gold standard on which all our certification programs are based. Each is structured, rigorous and highly focused FIND AN AFCPE CERTIFIED PROFESSIONAL Thanks to the generosity of the Wells Fargo Foundation, and in partnership with Coordinated Assistance Network (CAN), AFCPE® accredited financial counselors and coaches are now offering unbiased and fully confidential virtual financial counseling and coaching sessions – free to individuals and families who are struggling with the financial implications of COVID-19. To connect with this free

AFC EXAM GUIDE

AFC® Exam Guide Hello! Congratulations on your decision to pursue the Accredited Financial Counselor® ®(AFC ) certification. AFCPE® certifications are some of the most respected in the field of financial counseling and education. AFC ACCREDITED FINANCIAL COUNSELOR The NCCA accredited the Association for Financial Counseling & Education ® (AFCPE ®)’s AFC ® certification for a five-year period, expiring December 31, 2025. NCCA is the accrediting body of the Institute for Credentialing Excellence (formerly the National Organization for Competency Assurance). EXPERIENCE HOURS GUIDE AFC® Experience Guide At AFCPE® we are setting a standard, the standard. AFCPE encourages financial professionals to use education and empathy to affect long-term change. Not just because it’s the best thing to do, but because it’s MONEY MANAGEMENT ESSENTIALS A professional development course that takes you through the essential steps of money management. Providing a firm financial foundation – for you and those you serve. Rooted in the core competencies of the AFC®, Money Management Essentials covers: Student Loans Debt Reduction Credit Cards and Loans Major Purchases Housing Risk Management Health Care and Life Insurance Financial Counseling

EXPERIENCE - AFCPE

Before joining AFCPE, I worked as a financial counselor and educator in the non-profit sector for nearly 10 years. Like many in this field, I fell into it by accident but quickly fell in love. Even though I had a lot of passion, things were a little rough in the beginning. I bungled first-time homeowner workshops. I stuttered through credit HOW TO USE GENOGRAMS WITH CLIENTS Last year at the AFCPE® Symposium I presented on the topic of using genograms with clients. I very much enjoy working with clients to set and reach goals that work for them based on their values and beliefs. Working mostly with couples, I have found that using genograms has been beneficial. A genogram, sometimes called a family map, is a 3 THINGS TO CONSIDER FOR A MEANINGFUL PRACTICUM 79 S. State Street, Suite D3 Westerville, OH 43081. Contact Us. Office

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3 TIPS TO HELP TEENAGERS TRACK THEIR FINANCES Most parents desire their teenagers to be a wealth of financial savvy – saving crazily and spending wisely. However, the reality is that at this point in their lives, our teenagers may not hold the same affinity to become financially stable adults. My teenager is a case in point. He is a content young man who has worked enough to The 2021 AFCPE Symposium is going virtual…again! Submit a proposal to present by June 4! Click here to learn more.

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2021 AFCPE VIRTUAL SYMPOSIUM November 15-19, 2021 Submit a proposal to present! WE MEET YOU WHERE YOU ARE MANY FINANCIAL COUNSELORS & COACHES OFFER VIRTUAL COUNSELING Meet with an AFCPE® Certified Counselor or Coach - for Free SUBSCRIBE TO REAL MONEY, REAL EXPERTS Available on Apple Podcasts, Spotify, Stitcher, or wherever you listen

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ARE YOU PASSIONATE ABOUT HELPING PEOPLE WITH THEIR MONEY SO THEY CAN IMPROVE THEIR LIVES? IF SO, _YOU’RE IN THE RIGHT PLACE._ THE AFCPE® MISSION WE ENSURE THE HIGHEST LEVEL OF KNOWLEDGE, SKILL AND INTEGRITY OF THE PERSONAL FINANCE PROFESSION _BY CERTIFYING, CONNECTING AND SUPPORTING DIVERSE PROFESSIONALS _WHO POSITIVELY IMPACT FINANCIAL SECURITY FOR

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BEN A MERCADO, AFC® “I became an AFC® to give opportunities to clients that want financial change. My work requires professional development and to implement methods that promote that social change. I feel that AFCPE® sets high standards for professionals to achieve.” DOMINIQUE REESE, AFC® , FFC® “With this designation I'm able to provide not only the fundamentals of money management, but I'm also able to coach and encourage my clients so they can build assets and grow in their financial life.” BEN A MERCADO, AFC® “I became an AFC® to give opportunities to clients that want financial change. My work requires professional development and to implement methods that promote that social change. I feel that AFCPE® sets high standards for professionals to achieve.” DOMINIQUE REESE, AFC® , FFC® “With this designation I'm able to provide not only the fundamentals of money management, but I'm also able to coach and encourage my clients so they can build assets and grow in their financial life.” BEN A MERCADO, AFC® “I became an AFC® to give opportunities to clients that want financial change. My work requires professional development and to implement methods that promote that social change. I feel that AFCPE® sets high standards for professionals to achieve.”

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------------------------- How Do I Celebrate Pride Month as a Financial Professional? 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...

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