Calendar of Events
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Top 10 Insights To Master The Human Side of Advice
Top 10 Insights To Master The Human Side of Advice
Every advisor knows that working in financial advice requires more than an understanding of numbers. It requires an understanding of people. We work with emotional human beings on the emotionally charged topic of money. Yet, we don’t get taught the necessary skills to do this in trainings, designations, or certifications. After recording 100 episodes of the Human Side of Money […]
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Strengthening Health, Wellness, and Financial Security Through Total Force Fitness
Strengthening Health, Wellness, and Financial Security Through Total Force Fitness
Total Force Fitness focuses on the service member’s entire health throughout their career. Total Force Fitness focuses on enhancing eight dimensions of wellness for service members. This webinar discusses the financial fitness dimension and how economic insecurity can affect the other wellness dimensions including nutritional fitness. This webinar will also highlight initiatives to support financial fitness and food security.
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Financial Social Work Certificate Program (Mar-Oct)
UMSSW’s Financial Social Work Initiative (FSWI) is launching its next online version of the Financial Social Work (FSW) Certificate Program through UMSSW’s Continuing Professional Education (CPE) Office in March 2023! It will meet an identified need for greater financial capability and empowerment knowledge on the part of social workers who practice in non-profit and other social service agencies, as well […]
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Education Office Hours
Education Office Hours
Do you have questions? At AFCPE’s Education Office Hours, you can get answers from an expert! Office Hours are ideal for AFC candidates and Essentials students who are struggling with the content or would like individual support. For the best success, write down questions as they come up in your study and bring them to Office Hours. AFCPE endeavors to […]
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Helping Older LGBTQ+ Americans Navigate Retirement
Helping Older LGBTQ+ Americans Navigate Retirement
According to a recent Gallup poll, the percentage of U.S. adults who self-identify as LGBTQ+ has doubled since 2012, rising to 7.1%. SAGE, a nonprofit organization dedicated to improving the lives of LGBTQ+ older people, found that 51% of LGBTQ+ elders are worried they won’t have enough money as they age, compared to 36% of the general population. This elevated […]
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[Member Meet-Up] Helping clients identify and overcome scams
[Member Meet-Up] Helping clients identify and overcome scams
Mark Batchelor from the BBB Institute for Marketplace Trust joins us again to discuss how scams impact our clients and what we can do about them. As a follow-up to the webinar Overcoming Scams: Tools, Resources, and Tips, join us on Tuesday, September 10th at noon for a demonstration of some new helpful tools to help prevent, report, and recover […]
What to know about scams and fraud targeting young adults
What to know about scams and fraud targeting young adults
Although younger, digital savvy consumers may be adept at using the internet, TIME reported that Generation Z is more than three times as likely as Baby Boomers to fall for online scams. Part of the reason for this, the news report explained, is that many scams target members of the younger generation because a large proportion of them spend hours […]
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Balancing Military Spouse Employment with Family Economic Well-Being
Balancing Military Spouse Employment with Family Economic Well-Being
Military family members are an integral part of a service member’s support system, but the challenges faced by military spouses in maintaining employment are often overlooked. The Department of Defense provides an array of support services, resources, community networks, programs, and initiatives to assist military spouses in pursuing their career goals while ensuring their family’s well-being. This webinar addresses the […]
Money Topics and Talks to Start, Strengthen, or Rebuild Marriages
Money Topics and Talks to Start, Strengthen, or Rebuild Marriages
Join us for an engaging and informative webinar designed to equip you with essential tools to support your clients in navigating the financial aspects of marriage. Whether you're helping couples just starting out, aiming to strengthen their bond, or assisting those rebuilding after a setback, this webinar offers valuable insights and practical strategies to guide their journey. This event is […]
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Education Office Hours
Education Office Hours
Do you have questions? At AFCPE’s Education Office Hours, you can get answers from an expert! Office Hours are ideal for AFC candidates and Essentials students who are struggling with the content or would like individual support. For the best success, write down questions as they come up in your study and bring them to Office Hours. AFCPE endeavors to […]
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Wanna be an AFC®? September Webinar
Wanna be an AFC®? September Webinar
Wanna be an AFC®? September 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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FPA Connect: Unlocking the Secrets to Maximizing Your Purchasing Power: Understanding Lender’s FICO Scores
FPA Connect: Unlocking the Secrets to Maximizing Your Purchasing Power: Understanding Lender’s FICO Scores
Confused about how FICO credit scores really work? You're not alone. At the 2023 AFCPE conference, only 24% of attendees in my session could accurately answer questions about FICO Scores and their financial implications. Join our webinar to uncover the lesser-known factors that influence your FICO Scores beyond just late payments, utilization ratios, and inquiries. We will delve into common […]
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Event: Enhancing Military Family Well-Being: Understanding and Nurturing Economic Security
Event: Enhancing Military Family Well-Being: Understanding and Nurturing Economic Security
During the 2024 Military Family Readiness Academy, we will explore the connection between economic security and family well-being and how to address disparities and challenges. We’ll look beyond achieving and sustaining positive personal and family financial outcomes by exploring how various conditions affect overall economic security. We’ll delve into underlying factors relating to social dynamics, environmental influences, and community characteristics. […]
The Art of Helping a Client Sell Their Business
The Art of Helping a Client Sell Their Business
If your client has a business in their asset portfolio, your guidance as their financial advisor is crucial throughout the selling process. Your expertise will help them ensure they are building equity, have the correct legal and accounting team, and are prepared for any transition. When they consider selling their business, you want to be their first point of contact. […]
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Flexible Spending Accounts: A Tax-Advantaged Way to Pay for Expenses
Flexible Spending Accounts: A Tax-Advantaged Way to Pay for Expenses
In this webinar, you will learn about how Flexible Spending Accounts (FSAs) can support Service members and their families in paying for dependent care expenses. The webinar provides an overview of how to enroll and manage FSAs. The webinar will provide military family service providers tips on how to tailor FSAs to Service member-specific circumstances such as Permanent Change of […]
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Military Series: Let’s Talk Credit!
Military Series: Let’s Talk Credit!
Join us for an in-depth session designed specifically for military financial counselors. This course will provide a comprehensive understanding of credit reports and scores, examining how credit impacts service members' security clearances and the significance of maintaining good credit health. We'll also highlight the benefits of working with a financial counselor to manage and improve credit. By attending this webinar, […]