Association for Financial Counseling and Planning Education® (AFCPE®) is a nonprofit organization that ensures the highest level of knowledge, skill and integrity of the personal finance profession by certifying, connecting, and supporting diverse and capable professionals who serve communities worldwide.
WHAT WE OFFER
AFCPE® offers comprehensive certification programs in both financial counseling and financial coaching. Our certifications mark the highest standard of excellence in the field of financial counseling, coaching and education.
CFPB Financial Coaching Project: As part of the Consumer Financial Protection Bureau (CFPB) Financial Coaching initiative, all financial coaches are required to obtain the AFC® certification. CFPB Financial Coaches will provide one-on-one financial coaching services to veterans and the economically vulnerable to help them proactively take control of their finances and empower them to make better informed financial decisions.
Military Spouse Fellowship Program
Since its inception in 2006, the FINRA Military Spouse program has awarded more than 1,300 fellowships to military spouses across the United States and the world. The fellowship covers the costs associated with completing the AFC® training and testing and is designed to meet the unique needs of military spouses. Through this partnership military spouses have developed rewarding careers while helping military families build brighter futures.
Veterans Financial Coalition
AFCPE joined with Visa Inc.’s Practical Money Skills, Consumer Action, the Consumer Federation of America and Military Saves to form the Veterans Financial Coalition. The coalition is dedicated to serving the financial education and consumer protection needs of veterans and will offer free resources to aid the transition from the military into civilian life. With funding from the coalition, AFC professionals will provide virtual financial counseling and coaching to recently separated veterans and their families.
Wounded Warrior Project (WWP)
Along with the American Red Cross, Operation Homefront, SALUTE, INC., and USA Cares, AFCPE is proud to partner with WWP in the launch of a financial assistance program that directly serves the needs of injured service members during their times of financial hardship. AFC professionals are working with injured veterans, caregivers, and family members who access Emergency Financial Assistance to develop long-term financial plans that lead them to real, lasting financial stability.
Ohio Investor Education Program
AFCPE has received grant funding to create a program that will effectively link Ohioans to investor education and protection resources, materials and financial counselors, educators, and planners so that they are better equipped to save, invest and plan for retirement. With a multi-generational approach, the engagement program will utilize the When I’m 65 documentary and engagement program, which looks at how the choices we make today will impact our lifestyle and aspirations tomorrow. Beginning in April 2017, AFCPE will host Ohio Investor Education and Protection events across the state with pro-bono financial counseling and planning services available. In November 2017, findings of the program will be presented at the AFCPE Symposium to help educate financial professionals and create a model for other states to consider.
AFCPE® Approved University Program
Through AFCPE Approved University Programs, students are able to obtain the educational requirement for the AFC® certification and sit for the AFC exam at a significantly reduced rate. The program enables students to work toward their AFC designation while pursuing their undergraduate, graduate or PhD degree. Upon graduation, the AFC provides university students an edge in their career, a close network of professionals and a commitment to continuing education and ethics.
Jump$tart Coalition for Personal Financial Literacy