Calendar of Events
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AFCPE® Symposium 2023—In Person or Virtual
Get jazzed up for #AFCPE2023! Each year, the AFCPE Symposium brings together a diverse and inclusive community of professionals working across the personal finance field. AFCPE Symposium is the intersection of financial education, research, and practice. The expertise and passion of our community make it an event like no other! Earn 15 CEUs In Person or 10 CEUs with the Virtual Package. […]
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Education Office Hours
Education Office Hours
Education Office Hours for AFC® Candidates and Essentials Course Students Do you have questions from AFCPE professional development courses or the AFC® online self-study guide? At AFCPE’s Education Office Hours, you can get an answer from an expert! Office Hours are ideal for AFC candidates and Essentials students who are struggling with the content and would like individual support. For the best […]
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Saving and Investing for Long-term Prosperity
Saving and Investing for Long-term Prosperity
Saving and Investing for Long-term Prosperity Everyone knows they should be setting aside money for emergencies, retirement and financial goals, but many people still struggle to do it. Often, people procrastinate because they don't feel like they can find the money to save or invest, they don't know how to get started, or they don't feel confident about choosing and […]
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3 events,
OneOp: 2023 Personal Finance Year in Review
OneOp: 2023 Personal Finance Year in Review
2023 Personal Finance Year in Review The ninth annual OneOp Personal Finance Year in Review webinar summarizes legislation and events that have impacted military personal finances during 2023 and trends that will continue to impact finances in the years ahead. Explore the results of noteworthy personal finance research studies that were published in 2023, financial events with military-specific implications, and preview announced […]
Practitioners Unite! Networking Coffee Chat
Practitioners Unite! Networking Coffee Chat
Practitioners Unite! Networking Coffee Chat Join us on Tuesday, December 12th at 1 pm for a virtual networking coffee chat event! Connect with other financial professionals from various industries, exchange ideas, and expand your network—all from the comfort of your home. Engage in meaningful conversations, discover new opportunities, and build valuable connections in a relaxed and inviting atmosphere. Grab your […]
Helping Clients Overcome Financial Self-Sabotage
Helping Clients Overcome Financial Self-Sabotage
Helping Clients Overcome Financial Self-Sabotage Most approaches to budgeting leave people feeling frustrated and deprived which is understandable since they rely on philosophies that run counter to the psychology of human motivation. Not surprisingly, fewer than 30% of households keep a regular budget, and millions are sabotaging their long-term goals as a result. This presentation introduces a new way to […]
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Who Is Your Client? Uncovering The Characteristics That Impact Finances
Who Is Your Client? Uncovering The Characteristics That Impact Finances
Who Is Your Client? Uncovering The Characteristics That Impact Finances As financial counselors, we frequently emphasize the educational aspect of estate planning. Incorporating emotional intelligence into our approach allows us to offer practical solutions and insights to our clients. Join us for a presentation on emotional intelligence and how it can be integrated into your discussions on estate planning through […]
Applying the Financial Transitionist™ Model to Pro Bono Financial Planning: Establishing Alignment, Trust, and Communication with Clients Facing Life-Disrupting Events
Applying the Financial Transitionist™ Model to Pro Bono Financial Planning: Establishing Alignment, Trust, and Communication with Clients Facing Life-Disrupting Events
Applying the Financial Transitionist™ Model to Pro Bono Financial Planning: Establishing Alignment, Trust, and Communication with Clients Facing Life-Disrupting Events Pro bono financial planning often requires serving clients who are facing life-disrupting events. During these engagements, advisors must walk with their clients for a short interval of time to help them navigate their journey from the way life used to […]
Wanna be an AFC? December Webinar
Wanna be an AFC? December Webinar
Wanna be an AFC? December Webinar 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!
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1 event,
Education Office Hours
Education Office Hours
Education Office Hours for AFC® Candidates and Essentials Course Students Do you have questions from AFCPE professional development courses or the AFC® online self-study guide? At AFCPE’s Education Office Hours, you can get an answer from an expert! Office Hours are ideal for AFC candidates and Essentials students who are struggling with the content and would like individual support. For the best […]