These programs cover a diverse range of subjects related to financial counseling, coaching, planning and education to fit your specific area of expertise.

Please review the Guide to Maintaining Your Certification to learn more about CEU requirements, the approval process and retention of certification. For learning opportunities available anytime, please see our On-Demand Programs. 

Interested in being a presenter for an AFCPE Professional Development webinar? Click here!

Upcoming Events

November 2018

Out-of-the-box Financial Planning for Everyone Continuation of the morning session. May also be taken as a stand alone training. Based on lessons learned from the Military Transition Financial Wellness Program (MTFWP), this session goes beyond textbook programs. Topics Discussed: 1) How vehicle selection affects your finances 2) Return on Investment…

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November 14, 2018 @ 8:00 am

4 CEUs for AFCPE certified professionals During this interactive session, you will gain skills to build your financial coaching practice. Bring a charged laptop & be ready to take action. Session Topics: Income & Pricing Models: How to: Set prices & packages for coaching services; Set-up different sources of income Coaching…

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November 9, 2018 @ 3:30 pm

Approved for 1 CEU for AFCPE and FTA professionals Dr. Chaffin will discuss what biases influence professionals and clients, and how we can overcome these biases as part of the financial planning process. Financial professionals will have a better understanding of behavioral issues that influence expert biases, client behavior, and…

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November 12, 2018 @ 9:30 am

November 12-13, 2018 9:30 AM - 4:30 PM ET Norfolk, VA Pre-approved for 12 CEUs for AFC & CFP certified professionals 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…

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AFC Review & Exam

0.0 CEU(s)
November 12, 2018 @ 8:00 am

The AFCPE® Symposium is an excellent opportunity to enhance your education & network with professionals in the field. We are thrilled to again offer on-site review courses for certification candidates. The AFC® On-Site Review course allows you to receive additional guidance in your study or expedite your path to certification.…

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Out-of-the-box Financial Planning for Transitioning Military & Financial Professionals Based on lessons learned from the Military Transition Financial Wellness Program (MTFWP), this session goes beyond textbook programs. Professional development training: 1) Financial aspects of Servicemembers' transition to the civilian workforce or into higher education - Challenges faced by financial counselors…

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