AFCPE Executive Director position






The Association for Financial Counseling and Planning Education is seeking
bids for the Executive Director position. AFCPE is a national organization
of over 400 members which includes the Institute for Personal Finance (IPF),
an educational outreach effort of the organization aimed at improving the
standards for financial counseling. IPF administers the Accredited Financial
Counselor (AFC); Certified Housing Counselor (CHC); and Accredited Housing
Counselor (AHC) designations. A job description for the position is attached.

The application for this position should include the following:

  • A detailed listing of all costs associated with being the Executive Director.


  • An outline of how the services will be provided including who will be responsible
    for the work.


  • A resume of related experience.


For further information, please contact Karen Varcoe at 909-787-5241

Please send applications to Dr. Karen P. Varcoe

President, AFCPE

139 Highlander Hall Building C

University of California

Riverside, CA 92521

Deadline for applications is November 13, 1998 (received).






The Executive Director for the Association for Financial Counseling
and Planning Education serves at the discretion of the Board of Directors.
Appointments will be for a term of three years with option for renewal.
The Executive Committee of the Board will serve as an ad hoc committee
to assess the working of the Executive Director at least one year prior
to the renewal of the contract. If necessary, the Board can request that
this evaluation occur more frequently.


The Executive Director has the following responsibilities:


1. Manage the financial affairs of the organization, i.e. receiving
dues, handling registration fees for the Institute for Personal Finance,
paying bills, and maintaining financial records for all operations of the
association. Provide financial reports for approval and file income taxes.
Maintain and archive financial records for all operations.


2. Make all the arrangements for the annual conference and pre-conference
including locating the conference site, negotiating the contract, preparing
the publicity brochure, preparing and mailing conference registration packets,
receiving registration fees, handling registration and all affairs with
the conference site. Prepare all plaques and certificates for distribution
at the Awards Luncheon. Provide on-site registration and support during
the annual conference.


3. Assist all committee chairs with their efforts.


4. Provide support for the Newsletter editor and the Journal editor.
Print and distribute the Association newsletter. Maintain archives of past
Journal and newsletters.


5. Prepare a state of the organization report for the presentation
during the annual conference. Regularize a number of items relating to
the annual conference such as overseeing and standardizing the annual program
format, providing a systematic approach to securing introductory material
about speakers, and providing a format for information on the award winners.


6. Maintain all student records for the Institute for Personal Finance
(IPF) including:

  • maintaining all documentation on accreditation for individuals who have
    received designations,

  • printing and distributing the IPF newsletter,

  • making arrangements for IPF review sessions at the AFCPE annual conference,

  • handling self-study continuing education courses (taking registration,
    mailing, grading, and notification of grades plus keeping a record of what
    grade was earned),

  • making arrangements for all examinations to be given for the AFC, CHC,
    and AHC programs and grading those exams as well as reporting grades and
    maintaining the records,

  • ordering all textbooks and printing study guides,

  • corresponding with students and designees, answering questions and keeping
    them informed of progress,

  • mailing letters from the IPF Director about annual fees,

  • and reporting continuing education credits.


7. Oversee all operational items of the Association so that the Board can
focus on policy issues.


8. Work with the President to develop agendas for Board meetings and
make all arrangements regarding the meetings. Prepare the minutes and distribute
to the Secretary and President for approval no more than two weeks after
Board meetings. Distribute to entire Board once approved.


9. Serve as Parliamentarian during the Board meetings and the Annual
Business meeting.


10. Maintain regular communication with Board and membership. Assist
in the development of an e-mail list serve for providing information to
the membership.