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The AFCPE® Blog

The AFCPE Blog is designed to provide new and insightful personal finance information for financial professionals – information that can be shared with both clients and consumers and provides new insights into education and practice.

AFCPE: Advancing the Profession and Bridging the Gap Across Professionals and Communities

December 19, 2017

As we look to the new year, it is our hope that we can continue the momentum by combining our individual passions and areas of expertise to collectively solve the challenges we are facing as a society. These are uncertain times in our country and around the world. Our field and our professionals are a vital part of the solution.

#IamAFCPE, #BridgingtheGap

Bridging the Gap and Making an Impact


October 10, 2017

Tell us how you, or your organization, are bridging financial gaps through your line of work and you will be entered for a chance to win free registration to the 2018 AFCPE Symposium in Norfolk, VA! 


AFC® Spotlight: Mikelann Valterra, MA, AFC®


September 28, 2017

At AFCPE, we love seeing AFC® professionals whose passion shines through the work that they do, and who inspire others in creative and innovative ways! Our professionals come from different backgrounds and varying life experiences, but they all share an unwavering commitment to helping others achieve lasting financial wellbeing. Get to know a newly certified AFC®, Mikelann Valterra.


AFCPE Member Spotlight: Jean Lown


May 21, 2014

Member Spotlight Jean Lown, PhD. is a professor in the Department of Family, Consumer, and Human Development at Utah State University where she teaches investing, retirement and estate planning....

Financial Planning For Women, Member Spotlight, #IamAFCPE, Personal Finance

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