2018 AFCPE® Research and Training Symposium


Order Recordings from the 2018 AFCPE Symposium!


Order Breakout Session Recordings


This year, AFCPE celebrated 35 years of engaging an integrated and inclusive community of personal finance professionals and the AFC® certification program turns 25 - marking a quarter of a century of setting the highest standards for financial counseling and education.

Live Stream & Breakout Session Recordings of the AFCPE Symposium approved for up to 15 CEUs

Order General Session Recordings

Order Breakout Session Recordings

2018 Keynote Presenters


Achieving Financial Capability for All: What Will It Take?


Why Financial Empathy Matters


Financial Stacking: 
Easing the Financial Weight of Your World... While Paving a Path Toward Prosperity


Closing the Communication Gap


Taking on Difficult Subjects: Comedy, Economics, and Climate Change

Pre-Sympoisum Training


12 & 13

AFC Review & Exam
8 AM - 4 PM

The AFC® On-Site Review course allows you to receive additional guidance in your study or expedite your path to certification. The course will include an extensive review of the material, the opportunity to ask questions & the chance to take the exam while the material is fresh in your mind. Candidates will need to complete the readings & other study materials prior to the review.

Learn More


12 & 13

Coaching Essentials
9:30 AM - 4:30 PM

We meet you where you are - supporting your professional development on your terms. You may already have a strong financial foundation and want to add coaching skills to your toolbox or maybe you hold a coaching certification and want financial specific coaching training. Coaching is not a replacement for financial counseling or planning but a way of working with clients to support them in taking charge of their financial choices and implementing action plans.

Our training provides a clear process, with a focus on mastery of coaching skills allowing each individual to bring their own unique personality and expertise to the coaching relationship.

12 CEUs

Learn More



Military Transition Financial Wellness Program (MTFWP) Sessions

Receiving rave reviews for its out-of-the-box content, the Military Transition Financial Wellness Program (MTFWP) enables you to make a true difference in the lives of transitioning Service members and their families. MTFWP is a Master Class for financial planners, counselors, coaches, and teachers who want to teach more than just textbook military transition and academic programs.
Coffee will be served.

3-6* CEUs

Morning Session 9:00 AM - 12:00 PM


Afternoon Session 1:30 PM - 4:30 PM

*The option to register for both, morning and afternoon sessions, are included in each Symposium registration form.



Cooperative Extension
7:30 AM - 12:30 PM

The Cooperative Extension System provides non-formal education & learning activities throughout the country. It is essential to determine gaps in our work & find ways to bridge those on a national, state, & local level. This session will focus on how Cooperative Extension can bridge various gaps.

4.5 CEUs

Learn More



The Creating a Coaching Practice How To Workshop
8:00 AM - 12:00 PM

During this interactive session, you will gain skills to build your financial coaching practice. Bring a charged laptop & be ready to take action. 

4 CEUs

Learn More



Higher Education Financial Wellness
8:30 AM - 11:30 AM

While the needs of financial literacy/wellness programs vary depending on the stage a program is in, there are specific topics that are becoming more integral to function a successful program. As part of this pre-symposium, you will be broken into 4 groups and will rotate through 4 different sessions. Each session provides you with a deeper dive into content that is important to the success of your financial literacy/wellness program. 

3 CEUs

Learn More



Unleashing Your Inner Credit Overlord
8:30 AM - 12:00 PM

A 3-hour workshop that goes beyond the myths & tips of credit building in order to build a foundational understanding of how credit scoring works so that you too can be a credit overlord.

3.5 CEUs

Learn More



Career Path Exploration
9:00 AM - 10:30 AM

​​​​​​Join us for a complimentary session and explore how to build a career in the different areas of the field of financial counseling and education (Private Practice, Nonprofit, Military/Government, Academia). 

Learn More

Symposium Hotel


This year's Symposium hotel, the Norfolk Waterside Marriott, is perched in the heart of the city's charming downtown historic district. 


Google CalendarNovember 18, 2016November 20, 2016America/Detroit2016 AFCPE Research & Training SymposiumThe AFCPE Annual Symposium is a unique opportunity to network, share ideas and make life-long connections in the field of financial counseling. Join us and share in the knowledge and research of some of the finest educators, researchers and practitioners in the field.Hyatt Regency Jacksonville-Riverfront iCal ExportNovember 18, 2016November 20, 2016America/Detroit2016 AFCPE Research & Training SymposiumThe AFCPE Annual Symposium is a unique opportunity to network, share ideas and make life-long connections in the field of financial counseling. Join us and share in the knowledge and research of some of the finest educators, researchers and practitioners in the field.Hyatt Regency Jacksonville-Riverfront


Norfolk Waterside Marriott

235 E Main St
Norfolk, VA 23510

Group Rate: $135/night + tax
All hotel reservation information is provided upon attendee registration.

Reserve your overnight accommodations now!

Please note: All Symposium room blocks are now full.

The Courtyard Norfolk Downtown (520 E. Plume Street, Norfolk, VA 2351) may have rooms available.

Please visit www.courtyardnorfolk.com or call Courtyard Reservations at 800.894.7956 or by contacting the hotel directly at 757-963-6000.

2018 AFCPE Symposium Sponsors

Platinum Sponsor

Gold Sponsor

Silver Sponsors

Bronze Sponsors

Contributing Sponsors

Want to become a symposium partner or sponsor? Contact our Communications Director, Rachael DeLeon.

Here’s what people are saying about our AFCPE® Research and Training Symposium.

Attending the annual AFCPE Symposium allows me to network with other professionals from around the country. I leave the symposium re-energized about my work, and I can’t wait to put all I have learned into practice back home.

Angela Mazzolini, AFC®

At the AFCPE Symposium, I feel validated and enriched by a community of like-minded professionals who really want to help people. Most of us spend our time focused on others, but for those few days, we get to focus on our own professional development, learning and networking. It’s a great feeling!

Kate Leiva, AFC®

I love this conference. I always come home with some new, practical advice to improve my programming. Usually I come home with more ideas for new things than I can accomplish!

Pam Atkinson, AFC®, Consumer Economics Educator, University of Illinois Extension

This symposium was a game changer! It opened my mind to new ideas and mechanisms to carry into my work with clients. The icing on the cake — meeting colleagues and making new friends!

Terri Bailey, AFC®

Register Now

Frequently Asked Questions

What are the dates and locations for future symposiums?

AFCPE Annual Research and Training Symposium 2019
Tuesday, November 19 – Thursday, November 21, 2019
Portland, OR

How do I know if I should pay the member or non-member rate for the symposium?

There are two ways to achieve AFCPE member status.

1. If you paid the annual professional member dues of $150 (or $100 for certification candidates or $35 for student members) for the current symposium year (2019), you are entitled to the member registration price. Check your AFCPE membership status at my.afcpe.org

2. If you attended the symposium the previous year, you automatically received a complimentary membership for the following year. For example, if you attended the AFCPE Symposium in 2018, you are a member for 2019.

Am I a member of AFCPE since I paid my certification annual fee?

The certification program and membership are completely separate. Membership dues are paid annually. Membership dues are $150 for our professional members, $100 for our certification candidate members and $35 for AFCPE student members.

If you have successfully completed the certification program, you will pay an annual fee to maintain your designation ($55 in 2019). If you would like to become a member in addition to maintaining your designation, you would need to pay both the certification annual fee and the membership dues annually.

If I am presenting at the symposium, do I need to register for the symposium?

Yes! Please remember that anyone who will be attending the symposium needs to register.

Do I need to book my hotel room and make my own travel arrangements?

Yes. All symposium registrants are responsible for their travel and hotel arrangements.

How do I access this year’s proceedings?

View the 2018 AFCPE Symposium proceedings here.

I can't attend this year's Symposium. Do you record the sessions?

Order General Session Recordings

Order Breakout Session Recordings

I would like to be an Exhibitor and/or Sponsor of the AFCPE Symposium. What opportunities are available to me?

Organizations or individuals interested in supporting the AFCPE Symposium may contact Rachael DeLeon, Communication Director, AFCPE.

I registered for the Symposium or pre-symposium programming, but can no longer attend. Can I get a refund?

Please review AFCPE's Symposium Cancellation Policy

How many CEUs do you earn by attending Symposium? 

By attending Symposium (Nov 14-16) and completing the survey in the #AFCPE18 Symposium app, attendees will earn fifteen (15) CEUs.

Back to Top