AFCPE® Education
Upcoming Events
Upcoming Events
July 2026
In 2026, we've entered into an environment that creates the 'perfect storm' for threat actors. They can now leverage AI to be more efficient and effective in launching their attacks. Ongoing global geopolitical issues are also in play. These things all lead to a significantly heightened level of activity which…
Find Out MoreAugust 2026
As part of Consumer Action's decades-long work educating consumers to better recognize and avoid fraud, we are offering in the greater Philadelphia region our "Just Say No to Scams: Protecting consumers and communities from fraud" training. This free event will provide advocates, educators, case managers, counselors, faith-based and other direct…
Find Out MoreIn this interactive and educational session, participants will gain tips and strategies to support and effectively work with younger generations. Participants will explore key insights into their financial behaviors, communication preferences, and how to support their financial goals. Participants will learn how to create inclusive and welcoming spaces that encourage…
Find Out MoreThis interactive train-the-trainer webinar will equip CFP® professionals, AFC® professionals, financial counselors, coaches, and nonprofit practitioners with the skills to effectively develop, customize, and facilitate engaging financial education sessions using the Money Smart curriculum. Developed by the Federal Deposit Insurance Corporation, the Money Smart for Adults curriculum is a free,…
Find Out MoreClients now turn to AI for financial guidance before they ever consult a professional, and the same tools are quietly entering counselors' and planners' workflows. This session gives financial professionals a clear, practical framework for protecting client confidentiality, safeguarding sensitive data, and upholding their duty of care as AI reshapes…
Find Out MoreSeptember 2026
Your clients may feel overwhelmed by managing their own finances, causing them to avoid conversations about money with their children. In this webinar, Maggie Klokkenga, CFP®️, AFC®️, CPA, will share simple concepts and practical strategies to help clients build financial confidence and foster healthy money habits at home. Topics will…
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