I just finished earning my Accredited Financial Counselor^® (AFC^®) designation. What is it?

Its competency and education areas include:

1. Set the Stage and Gather Client Information
2. Assist a Client in Creating an Action Plan
3. Educate a Client about Financial Statements, Ratios, and Spending Plans
4. Manage Money
5. Educate a Client about Credit and Debt
6. Educate a Client about Major Acquisitions
7. Manage Financial Risks
8. Discuss Investment Basics with a Client
9. Educate a Client about the Financial Aspects of Retirement and Estate Planning

The AFC^® certification mark represents the highest standard of excellence in the field of financial counseling and education.

https://www.afcpe.org/certification/accredited-financial-counselor/afc-core-competencies/

It has a focus on understanding and educating clients, meeting people like you where they are, and helping them take the next step forward. It’s also much broader than a purely education-based credential, and required 1,000 hours of experience, with a much more in depth training program.

It also opens up additional credentialing and volunteer opportunities for me. Stay tuned for what’s next!