2017 AFCPE® Research and Training Symposium

Bridging the Gap: Building a Community of Financial Wellbeing

November 15 - 17, 2017

Paradise Point Resort
San Diego, CA

Call for Submissions

The AFCPE Annual Symposium is a unique opportunity to network, share ideas and make lifelong 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.

Call for Submissions Deadline: June 2, 2017
 

Special Symposium Events


November

13 & 14

AFC® On-Site Review and Exam
TBD

The AFC® On-Site Review Course provides additional guidance in your study and an expedited path to certification. You will have the opportunity to review the course material with highly qualified instructors, ask questions, and take the exam while the material is fresh in your mind. With historically high exam success rates, this is a great option for AFC certification candidates.

Monday, November 13 (full-day review) and Tuesday, November 14 (morning review, afternoon exam)
 

Registration opens in June 2017

November

13 & 14

Financial Fitness Coach (FFC) Certification Training
TBD

AFCPE and Sage Financial Solutions are excited to offer 10 hours of FFC training — traditionally a web-based training program — on site in Louisville this November. FFC candidates who attend the live sessions will complete the 10-hour Module 1 training requirement. Training sessions will be led by Saundra Davis of Sage Financial Solutions. 

Registration available through FFC Certification registration.

FFC Certification Program: Approved for 15 CEUs for CFP professionals. Approved for 5 CEUs for AFC professionals.

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

Hotel and Travel


Details

Date:
November 15–17, 2017

Event Category:
Symposium

Event Program:
TBD

Registration:
Opens Spring 2017

 

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

2017 AFCPE Symposium Hotel
1404 Vacation Road
San Diego, CA 92109
855-516-1090

Block Rate - $159 per night (plus tax) Resort fee waived

Transportation: 

The hotel is located in the center of Mission Bay just 15 minutes from the San Diego Airport, with taxi fares totaling approximately $20-$30. Taxis, shuttles and Ubers are available at all airport terminal curbsides for service to our Mission Bay hotel, and prior arrangements are not required.

For guests using their personal vehicle or a rental car, the hotel offers reserved doorstep parking directly outside guest rooms for $17 (negotiated rate) car per night for added convenience and safety.

Reservations

Last Year's Symposium Sponsors


Platinum Sponsor

Gold Sponsor

Bronze Sponsors

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

Frequently Asked Questions


What are the dates and locations for future symposiums?

AFCPE Annual Research and Training Symposium 2018
November 14–16, 2018
Norfolk, VA

AFCPE Annual Research and Training Symposium 2019
November 19–21, 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 $125 (or $75 for certification candidates or $35 for student members) for the current symposium year (2017), 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 2016, you are a member for 2017.

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 $125 for our professional members, $75 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 ($50 for AFC or $65 for CHC). 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?

The current year’s symposium proceedings will be posted at least one month prior to the event.
You can view the 2016 AFCPE Symposium proceedings here.

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

We will record the General Session speakers. Order the 2016 AFCPE Symposium recordings here.

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 download our Sponsorship Packet or contact Rachael DeLeon, Communication Director, AFCPE.

 


Details

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

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