2019 AFCPE® Research and Training Symposium

 

SAVE THE DATE:

Tuesday, November 19 - Thursday, November 21, 2019
Portland, OR

Order 2018 Keynote and Breakout Session Recordings

Join us in Portland this November, where you will:

Learn from passionate experts from all across the country - professionals who are working in a variety of different specialties across research, education, and practice.

Engage with professionals who have impacted financial well-being in so many differing ways, but who share a common commitment to the highest level of knowledge, skill, and integrity.

Connect with other experts who are committed to providing the highest standard of financial counseling, coaching, and education because they know that these standards are foundational to helping individuals and families turn challenges into opportunities and dreams into realities.

Invitation to Present: Opens early March 2019
Symposium Registration: Opens June 2019 

 

Last Year's Keynote Presenters (2019 Keynotes To Be Announced!)


Margaret
Sherraden

Achieving Financial Capability for All: What Will It Take?

Michael
Thomas

Why Financial Empathy Matters

Brent
Neiser

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

Jorge
Cham

Closing the Communication Gap

Yoram
Bauman

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

Pre-Sympoisum Training (More Events to Be Announced)


November

17 & 18

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.

November

17 & 18

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

Symposium Hotel


Details

Check into comfort and style at Portland Marriott Downtown Waterfront. 

 

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

Venue

Portland Marriott Downtown Waterfront

1401 SW Naito Parkway
Portland, Oregon 97201

Group Rate: $179/night + tax
 

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 couldn't attend the 2018 AFCPE 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.

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