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Life member utilizes concepts gained at conference in financial counseling efforts

By Cindy Petersen 

November 19, 2017 

Thank you to the ESP Scholarship committee for awarding funds to attend the Association of Financial Counseling Planning Education (AFCPE) Symposium in San Diego, CA, November 15-17, 2017. Even though I am retired, I continue to keep up my Accredited Financial Counselor (AFC) designation. By attending the annual AFCPE Symposium it provides me, the opportunity to receive the needed CEU's to keep the designation. 

The information I learned this year is helpful with one to one financial counseling that I currently provide to a woman in our community. She has student loan debt, mental illness, very limited income, and needs a variety of ideas to keep her engaged in learning how to manage a budget. Each of these issues were addressed in the general sessions and breakout sessions I attended at the conference. The symposium was also helpful in keeping me up-to-date on important trending topics in the financial area. 

The Accredited Financial Counselor designation places an emphasis on ethics. These moral codes are important not only with one to one counseling, but also with volunteer work that I do as an AARP Tax Counselor for the Elderly and others, plus through my paid seasonal position as a cashier with the U of MN Landscape Arboretum AppleHouse. 

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  1. Thanks for this article, it’s giving a lot of information about financial counseling. I learned a lot about it. Thanks for helping me with this article. Executive Compensation Consulting in California


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