Do you need a Financial Councilor? Interview with President of the AFCPE, Rebecca Wiggins

Money Tree Investing

Money Tree Investing Podcast

Stockmarket, Valuestocks, Investing, Finance, Passiveincome, Wealth, Business, Personalfinance

4.6 • 658 Ratings

🗓️ 3 July 2020

⏱️ 59 minutes

🔗️ Recording | iTunes | RSS

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Summary

Rebecca Wiggins, Executive Director of AFCPE has done a great job of bringing more financial help to the public. The AFC designation (Accredited Financial Councilor), focuses on providing help to people on the numbers side of finance, but also the emotional side of numbers.

We discuss the emerging side of financial advice and why it is necessary to fill some voids in the personal finance space.

For more information, visit the show notes at https://moneytreepodcast.com/afcep-financial-councilor-rebecca-wiggins

Today's Panelists:

Kirk Chisholm | Innovative Wealth
Barbara Friedberg | Barbara Friedberg Personal Finance
Megan Gorman | The Wealth Intersection
Garret Philben | Be Awesome Not Broke

Transcript

Click on a timestamp to play from that location

0:00.0	Welcome to the Money Tree Investing Podcast. Stock market, wealth, personal finance, value stocks, invest in your life.
0:11.0	Welcome to this week's episode of Money Tree Investing Podcast. My name's Kirk Chisholm and I will be your host.
0:16.8	So today we have a special guest. We have Rebecca Wiggins. How you doing today, Rebecca?
0:25.8	I'm great. How are you? Doing great. Well, just for all the listeners, we wanted to bring Rebecca on for this special episode because she is going to talk about one of the designations out there
0:30.9	that is not as well known as the CFP is, but it's also a very important one. And we wanted to bring
0:36.2	her on to really talk about that and why it's
0:38.7	important for people to understand. So, Rebecca, maybe you can tell us a little bit about your background and
0:43.7	what you're doing right now. Back in the day, I actually started out in the music performance field.
0:49.4	I was always really interested in social services of some kind, but never, ever imagined that my life would
0:55.9	have anything to do with money or finances. And so as things sort of progressed, I got my
1:01.9	background, of course, my degree is in music, but I did a lot of work and internships in
1:07.8	the arts administration side of things in education and outreach. And so that sort of
1:12.6	parlayed into program management within AFCPE through other you meet people along the way and one
1:19.9	thing leads to another. And so I ended up at AFCPE really to lead our grant funded programs from
1:26.1	FINRA Foundation. I had been doing really similar work,
1:29.2	but of course from the arts perspective and music perspective. And so I didn't really have
1:34.9	that technical knowledge. And so through my time at AFCPE, I eventually went back and got my
1:40.0	master's in family financial planning and ultimately my MBA and then just held different positions
1:45.8	within AFCPE related to our certification programs. But for a long time, I led the military
1:52.0	spouse fellowship through FINRA Foundation. And then that led to other programs that we offer for
1:57.8	education and outreach within financial education. And then ultimately, I stepped into
2:02.5	this role as an executive director about eight years ago now. So I've been with the organization
	...

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