Are you interested in becoming an Accredited Financial Counselor (AFC®) but not sure if it’s right for you? Join us for a no-pressure, informative session where we will give you all the information you need to make your decision. Bring your questions–we love an engaged audience!
Helping Clients Prepare for Tax Season Tax season can be tough for both counselors and clients. This webinar will focus on how you can help your clients prepare for tax season, including the questions you will want to ask your clients before meeting, the documentation clients will need to gather, and filing options for different income levels. In addition, we’ll […]
December Member Meet Up: Making the Most of the Your Member Benefits AFCPE's Member Engagement Coordinator, Amy Smith, will be walking through the new platform so you can make the most out of your member benefits! This session will be recorded.
FPA Connect: Understanding Cryptocurrency and Other Digital Assets Educating about digital assets requires an understanding of the underlying technology. What are they? How do they work? And, what new risks do they present? It also requires applying the traditional lessons of risk management, diversification, rebalancing, counterparty risk, liquidity risk, fraud risk, etc. Join Dan Rutherford from the Commodity Futures Trading […]