07/31/2015 - AFCPE


Association for Financial Counseling and Planning Education® (AFCPE®) is a non-profit organization dedicated to educating, training, and certifying financial counselors and educators. We are committed to building, supporting and ensuring the integrity of the personal finance profession.

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 and education. 

  • Financial Counseling: The Accredited Financial Counselor (AFC®) certification program trains professionals to guide clients through a complete framework of financial education. Professionals learn to use a tailored approach based on an individual client’s needs to affect lasting financial behavior change. AFC professionals are equipped to navigate clients through financial crises such as credit and debt issues, bankruptcy and foreclosure. Additionally, they work with clients to develop and implement effective spending plans, eliminate debt, build savings, and create meaningful solutions to maintain financial stability and reach a client’s financial goals.

  • Financial Coaching:  Building upon the core knowledge of our counseling programs, we have developed two financial coaching certifications with Sage Financial Solutions. Our financial coaching model is the only program in the field that requires a comprehensive educational background, experience in the field and on-going continuing education.
AFCPE certified professionals work around the world as financial counselors and educators in schools, university extension programs, private practice, financial planning firms, law firms, credit and debt repayment agencies, banks and credit unions, military installations, government agencies and other organizations committed to improving the financial capability of individuals and families.

AFCPE® membership consists of financial educators, researchers and practitioners, and provides:
  • A strong network of colleagues to exchange ideas and learn best practices in financial education, research, education and practice.
  • Opportunities for award recognition and grant funding.
  • Access to cutting edge news and research in our
    • Quarterly newsletter: The Standard, and  
    • Semi-annual research journal: Journal for Financial Counseling and Planning.
  • Discounts on professional development training, including the AFCPE Annual Research and Training Symposium.
  • Access to FPA online financial counseling community webinars.
  • AFCPE mentorship program.
  • Use of the AFCPE  membership logo
  • Reduced career center job posting rates.
  • Member-only monthly announcements and news.
Professional Development

AFCPE® collaborates with esteemed partners in the field to provide professional development experiences for financial educators, practitioners and researchers to improve the economic wellbeing of individuals and families worldwide.

The AFCPE Annual Research & Training Symposium gives professionals access to cutting edge research and resources that have useful applications for education and practice. The symposium is a unique opportunity to network, share ideas and make life-long connections in the field of financial counseling.

The 2015 symposium is Nov. 18-20 in Jacksonville, Fla.

AFCPE® is focused on building relationships with partners to help us expand our programs and services. Please contact us if you are interested in:
  • Sharing resources and supporting our mission by exhibiting or sponsoring at our Annual Research & Training Symposium.
  • Providing comprehensive continuing education training programs.
  • Discussing additional partnership ideas to help grow the nation’s the financial capability.
  • Accessing AFC® professionals through the AFCPE Career Center.
  • Writing a guest blog post or newsletter article.
Military Initiatives
  • 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.
  • BBB MobileMi$$ion App
    AFCPE® is proud to partner with the Better Business’ Bureau Institute, Moneythink, IDEO.org and CauseLabs to launch a financial capability tool designed specifically for transitioning servicemembers, veterans and their families to help them navigate their finances during the transition from active duty to civilian life.

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.


Rebecca Wiggins
Executive Director
703-684-4484 x1
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