Description of Association for Financial Counseling and Planning Education
AFCPE offers a self-study curriculum to prepare individuals to take the AFC examinations. The first course of the two course curriculum is Personal Finance which includes a survey of financial management principles and strategies. The course focuses on budgeting and cash flow management, credit use, insurance, preparing personal financial statements. In addition, it covers the basics of saving, investing, income tax, retirement and estate planning. The second course in the AFC curriculum, Financial Counseling, examines the components of financial counseling, including counseling, budgeting, debt reduction, collection policies and practices, bankruptcy, government assistance programs and standards of practice.