Post Certification

Continuing Education Library

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New: Just Added CEU Opportunities:

NAPFA Cutting Edge Webinar: Annuities The Truth and Myths about Guaranteed Income Presented by: Bill Valone, Vice President of Insurance Decisions, New York (live 9/20/2016) 3- 4:30 pm. 1.5 CEUs *AFCPE certified professionals will receive special NAPFA membership rate*

The New Financial Normal: Planning for Retirement In Uncertain Times Deborah Owens, America’s Wealth Coach (live 10/4/2016)  12 – 1 PM ET 1 CEU

Think Financially, Not Emotionally® The Fundamentals of Divorce Financial Advice: Webinar Series Jeff Landers, CDFA™ 2 CEUs

Find More Professional Development Programs & Opportunities in our Continuing Education Library below.

What are appropriate continuing education programs?

All CEU programs must pertain to personal finance subject matter. Programs should be of sufficient depth or breadth to increase the skills and knowledge of the counselor. Programs can include:

  • Credit, tax, housing, retirement, estate planning, insurance or budgeting.
  • Counseling theory or skill development.
  • Education theory or skill development.
  • Financial practice management.

The purpose of the CEU requirement is to enhance the counselor or educator’s abilities to serve their clients. AFCPE certificants may choose to attend seminars or courses, teach other professionals, or write and publish newsletter or research journal articles.

*Programs specific to a place of employment, an employers’ operational training program or fall under a person’s job description; and programs designed for consumer use or covering material included in the certification program curriculum are not eligible for CEUs.


AFCPE Library of Continuing Education Programs

AFCPE Endorsed Programs

(Pre-approval not required.  Please login to your MyAFCPE account to submit the Individual CEU Form under the Forms dropdown. Must submit proof of participation for credit.)

2016 AFCPE Research and Training Symposium and Pre-Symposium

  • 2015 AFCPE Symposium General Session Live Stream Recordings , up to 7.5 CEUs
    • Research Panel Discussion: Building the Bridge from Research to Practice,
      Sherman Hanna, PhD; Dottie Durband, PhD, AFC®; Sandra Huston, PhD; Barbara O’Neill, PhD, AFC®, CHC®, 1.5 CEUs
    • Rethinking Financial Inclusion: Lessons from the Teller Window,
      Lisa Servon, 1.5 CEUs
    • Moving Clients to Action with Motivational Interviewing,
      David Christian, PhD, PC, 1.5 CEUs
    • Financial Innovations Labs,
      Josh Sledge, CFSI, 1.5 CEUs
    • Creating and Sustaining a Successful Private Practice,
      Susan Bross, AFC®, 1.5 CEUs


AFCPE Members Only

 Onsite Training

Online Courses

Archived 2014/2015 Continuing Education Library click HERE