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AFCE 1940 Duke Street, Suite 200 Alexandria, VA 22314 Phone:(703) 6844484 Fax:(703) 6844485 2014 AFCE Annual Research and Training Symposium ...building a career in Personal Finance Wednesday, November
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AFCPE annual research and is a report that provides insights into the financial counseling and planning industry.
Financial counselors and planners who are members of AFCPE are required to file the annual research report.
AFCPE members can fill out the annual research report online through the AFCPE website.
The purpose of AFCPE annual research and is to track industry trends, gather data on clients served, and identify areas for improvement in financial counseling and planning services.
AFCPE members must report data on the number of clients served, types of services provided, and any professional development activities completed.
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