Upcoming Events
Upcoming Events
March 2026
Ethical practice is essential to effective financial counseling education. Designed for financial counselors, educators, and military family service providers, this session examines the Military Standards of Ethical Conduct, the AFCPE Code of Ethics, financial disclosure requirements, and federal gifting guidelines. In this 2-hour webinar, Dr. Bruce Ross, AFC®, CFT™, and…
Find Out MoreThis webinar is designed to equip financial counselors, coaches, and educators with the knowledge and tools to better support veterans and their dependents. The session will highlight how these programs help veterans and their families achieve financial stability, effectively manage and maximize their benefits, make informed financial decisions, avoid common…
Find Out MoreApril 2026
Just Say No to Scams: Protecting Consumers and Communities from Fraud Consumers lost more than $12.5 billion to fraud in 2024, a 25% increase from the previous year, with identity theft and cyber-enabled scams continuing to rise nationwide. As part of Consumer Action’s decades-long work educating consumers to recognize and…
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Financial counselors don’t face abstract ethical puzzles, they face real people, real money, and real pressure. Presented by the Zeiders team, this session takes AFCPE’s Standards of Practice out of the policy manual and puts them into the reality of counseling work. Through discussion and applied examples, participants will sharpen…
Find Out MoreIn this CE-eligible webinar, Tim Maurer, CFP®, RLP®, will examine how personal narratives, money scripts, and emotion-driven decision-making influence financial behavior, particularly for low- to moderate-income individuals. Drawing from behavioral finance and narrative psychology, this session explores how clients’ internal stories about money are formed—and how those stories can either…
Find Out MoreThe One Big Beautiful Bill Act (OBBA) introduced sweeping changes with meaningful implications when it comes to planning for our clients. And with its dense legislative language, it can be difficult for financial planners and counselors alike to know what's worth de-coding. In this session, we’ll cut through the noise…
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