WHY WE DO WHAT WE DO
At AFCPE® our mission is to ensure 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.
We believe in a future where all people — regardless of income or background — are empowered to achieve lasting financial well-being through the highest standards of financial counseling, coaching and education.
Educators, researchers, and practitioners working in private practice, government, military, nonprofit, banks/credit unions, academia, & more.
Education & Practice Rooted in Research
Leading-edge Publications and Resources
Including our semi-annual research journal, our quarterly newsletter and our Monthly Minute e-newsletter.
A Diverse & Inclusive Network
AFCPE® is the ultimate resource for members seeking to remain relevant in the personal finance profession.
For over 30 years, AFCPE® has set the highest standards for the field of financial counseling and education.
We have worked with the government, the military and a wide range of agencies to set policy. We collaborate with partners that share our values and our vision for the future. Our constituents are instrumental in everything we do. Today, our nonprofit organization continues to set the standard for financial counseling, coaching and education.
The birth of an organizationFirst Financial Counseling and Planning Consortium held
Sherman Hanna, Ph.D. founding editor of Journal of Financial Counseling and Planning (JFCP)
The StandardAFCPE unveils new brand identity including the renaming of the newsletter to The Standard
1st year of the FINRA Foundation Military Spouse Fellowship ProgramEarn the AFC® credential, increase career opportunities, and positively impact the financial security of their military communities
Accredited Financial Counsellor Canada (AFCC)AFCPE contracts with the Ontario Association of Credit Counselling Services to offer the Accredited Financial Counsellor Canada (AFCC)
Fran Lawrence becomes Editor of JFCPFran Lawrence becomes Editor of Journal of Financial Counseling and Planning Education
AFCPE® and FPA sign Memorandum of Understanding for partnershipStart monthly FPA Connect webinars for financial counseling
First presentation of the Mary O’Neill Financial Education AwardThe award was given to Nancy Porter, Colorado State University & Laurel Kubin, AFC®, Colorado State University Extension for using Pocket Trackers in the Colorado Small Steps to Health and Wealth (SSHW)
AFCPE® and Sage Financial Solutions Partner for Standardized Financial Coaching ProgramsSee the Press Release here
CFPB National Financial Coaching ProjectRequires AFC® designation Read More Here
State Employees’ Credit Union (SECU) begins certifying employees with the Accredited Financial Counselor (AFC®) designationRead The Press Release Here
AFC® Earns NCCA AccreditationAFCPE earned NCCA accreditation for the AFC®, demonstrating the program's compliance with NCCA standards. Since 1977, the NCCA (accrediting body of the Institute for Credentialing Excellence) has been accrediting certifying programs based on the highest quality standards in professional certification to ensure the programs adhere to modern standards of practice for the certification industry. Read More
Our goal is to support the professionals who provide day-to-day counseling and coaching services to help individuals and families reach financial security through education, information, tools and resources.
We set The Standards for:
- Best Practices
- Ethical Behavior
- Personal Finance Education
- Career Advancement
- Information Sharing
- Rigorous Certification
At AFCPE® we meet you where you are.
Our goal is to support YOU – the professionals who provide day-to-day counseling and coaching services to help individuals and families reach financial security through education, information, tools and resources. At AFCPE®, we:
Listen: We get to know you and your why. We’ll ask you about your work, your background and your goals. Where are you now and where do you want to go?Guide:
We present you with tailored options based on your unique needs and goals and make recommendations to help you decide the best fit for you.
Most importantly, we support you along your professional journey – with education, resources, and people who are committed to a common vision.
Connect:We connect you to our membership community, training or certification programs, news and research, or to professionals and subject matter experts.
Our Proven Process
Dr. Allen Ammerman, AFCPE® Member
“I love AFCPE® because of how people-focused the community and organization is. It puts money in its proper place. Not something that is an end in itself, but simply a resource to be managed to help individuals and families achieve their non-financial goals.”
Ann House, AFC®
“Finance education is not an elective in life. The sooner you learn to manage money – earn, spend, save & invest – the sooner you will obtain lifelong financial well-being.”
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.”
At AFCPE® we are setting a standard, the standard. We are teaching our 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 the right thing to do.
It’s right to demand professionalism and excellence for all people, not just those with wealth. It’s right to commit to a higher level of knowledge because each person is unique and deserves a customized financial solution. It’s right to care about our clients and our communities, and to use our expertise to help them reach life goals and expand opportunities. It’s right to be forward-thinking, to be focused and compassionate, to make a different not just in dollars and cents, but in people’s lives.
At AFCPE® we are setting the standard, because it’s what we are inspired to do.
Learn more about AFCPE®’s mission, vision, and impact.
For Consumers: AFC®s are trained to provide a complete continuum of care – regardless of your financial history or current financial status. They will help you uncover the healthy money habits and behaviors that can lead to financial freedom.
Find an AFCPE® Professional
For Partners: AFCPE® is proud to partner with many outstanding organizations who recognize our commitment to setting the standard in the field of financial counseling, coaching and education. Help us expand our impact. Please contact Rebecca Wiggins, AFCPE® Executive Director.
Learn more about partners
For Press: AFCPE® has a strong network of financial counselors, coaches and educators available to support members of the press. For media inquiries or requests for press materials, photos, videos, and media interviews concerning AFCPE® please view our Media Kit.
View Media Kit
For AFC® Certified Professionals:
Sharing the value of your certification and AFCPE® benefits you and those whom you serve. You can do this simply by adding the AFC® to your name – in your signature, on your social media accounts, etc. and joining the conversation! By lending your voice, you create awareness and recognition which allows us to expand our impact and create access to the highest quality of financial counseling, coaching and education. Download the Communication Kit to learn how you can get involved.