FINRA Foundation and AFCPE® Present the 2025 FINRA Foundation Military Spouse Fellows
Fellowship Program Provides Military Spouses with Best-in-Class Financial Counseling Training and Enriching Career Opportunities
WASHINGTON, Oct. 8, 2025 — The FINRA Investor Education Foundation (FINRA Foundation) and the Association for Financial Counseling and Planning Education® (AFCPE®) are pleased to announce the 2025 cohort of the FINRA Foundation Military Spouse Fellowship. This year, 30 military spouses will begin work toward earning their Accredited Financial Counselor® (AFC®) designation, building the foundation for meaningful and flexible careers in financial counseling.
Since 2006, the FINRA Foundation Military Spouse Fellowship has prepared more than 700 military spouses to obtain their AFC credential while creating a global network of professionals who support financially confident and empowered military families.
Heather Walrath, an AFC and prior Fellowship recipient, shared what the opportunity has meant to her and her clients: “The AFC has been crucial in my ability to really empower military families. There are a lot of people operating in this space without the proper training. Having the AFC credential shows my clients that I am committed to continual learning to better support their unique needs. The designation is also very recognized within the DOD community. As an AFC, I’ve really valued the networking and being part of a community that wants to uplift—not only financial counseling professionals—but also the people we serve.”
By equipping military spouses with the expertise required for flexible, rewarding careers in financial counseling, the Fellowship strengthens financial security and enhances overall readiness across military communities.
“Our Military Spouse Fellows continue to demonstrate the profound impact that targeted financial education can have on military families,” said Gerri Walsh, President of the FINRA Foundation. “As this program enters its 20th year, we’ve seen how empowering military spouses with professional skills creates a multiplier effect—strengthening both their own career prospects and the financial resilience of the entire military community.”
“This year marks the 20th anniversary of the FINRA Foundation Military Spouse Fellowship,” said Rachael DeLeon, Executive Director of AFCPE. “Our latest class joins a passionate and supportive community that is dedicated to improving the financial well-being of military service members and their families. To date, FINRA Fellows have served more than 280,000 individuals, positively impacting military communities across the United States and around the world.”
The FINRA Foundation Military Spouse Fellowship is open to qualifying spouses of active-duty or retired Army, Navy, Air Force, Marine Corps, Space Force, Coast Guard, and Army or Air National Guard or reserve component service members, as well as spouses of the Public Health Service Commissioned Corps and the National Oceanic and Atmospheric Administration professionals. For more information and to sign up for program updates, visit https://www.afcpe.org/education/finra-foundation-fellowship.
About the FINRA Investor Education Foundation
The FINRA Investor Education Foundation supports research and educational projects that empower Americans with the knowledge, skills, and tools to make sound financial decisions throughout life. Since 2006, the Foundation has delivered free, unbiased financial education tools and training to service members, their spouses, and on-base financial educators through professional development programs and public awareness initiatives. The Foundation holds a Statement of Support with the Department of Defense in support of DoD’s Financial Readiness Network and a USCG Qualified Organization Designation. For more information, visit finrafoundation.org.
About AFCPE®
The Association for Financial Counseling and Planning Education® (AFCPE®) certifies, trains, and supports financial professionals to serve as qualified motivators of change for individuals pursuing their life goals, regardless of financial history. The Accredited Financial Counselor® (AFC®) credential is accredited by The National Commission for Certifying Agencies (NCCA) and is nationally recognized by the Department of Defense and the CFPB. For more information, visit www.afcpe.org.
Contact
Tara Meehan, Director of Marketing and Communications
614-368-1499
Email: [email protected]
SOURCE AFCPE