Calendar of Events
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1 event,
Advancing Food Security for Military Families (OneOp)
The program is a 90-minute asynchronous course. Advancing Food Security for Military Families is a self-paced course developed by national food security expert Dr. Angela Odoms-Young. Use this professional development opportunity to expand your capacity to support food security among the military families you serve. Learn about existing initiatives that address food insecurity in military families. Examine the multilevel factors […]
2 events,
AFCPE Board Leadership Info Session
AFCPE Board Leadership Info Session
AFCPE Board Leadership Info Session AFCPE is seeking passionate, strategic professionals to fill open positions on the AFCPE Board of Directors. We have openings for members representing: Accessibility, Military/Government, and Private Practice. Join us for an informational session led by current AFCPE Board members to learn more about board service, the application process, and ask questions. This is an information […]
3 events,
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 […]
Predictably Irrational Book Study
Predictably Irrational Book Study Hosted by Andi Wrenn Join us for a six (6) week opportunity to apply what we learn in reading this book and applying it to working with clients in personal finance. Helping clients with everyday financial decisions, savings on autopilot, planning for purchases and investment decisions. The book and research by Dan Ariely, Predictably Irrational explains […]
5 events,
Member Meet Up: ChatGPT, AI, and Prompt Engineering, Oh My! Applications for Financial Education and Counseling Practitioners
Member Meet Up: ChatGPT, AI, and Prompt Engineering, Oh My! Applications for Financial Education and Counseling Practitioners
Member Meet Up: ChatGPT, AI, and Prompt Engineering, Oh My! Applications for Financial Education and Counseling Practitioners This webinar, lead by Barbara O'Neill, Ph.D., AFC®️, CFP®️ will describe what the artificial intelligence (AI) platform ChatGPT is, how it works, how to get started as a ChatGPT user, and how to write effective ChatGPT prompts. It will also provide samples of […]
Education Office Hours
Education Office Hours
Education Office Hours Do you have questions? 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 success, write down questions as they come up in your study and bring them to Office […]
AFCPE Board Leadership Info Session
AFCPE Board Leadership Info Session
AFCPE Board Leadership Info Session AFCPE is seeking passionate, strategic professionals to fill open positions on the AFCPE Board of Directors. We have openings for members representing: Accessibility, Military/Government, and Private Practice. Join us for an informational session led by current AFCPE Board members to learn more about board service, the application process, and ask questions. This is an information […]
3 events,
Supportive Programs and Benefits to Expand Food Security for Military Families (OneOp)
Supportive Programs and Benefits to Expand Food Security for Military Families (OneOp)
Dr. Angela Odoms-Young facilitates a panel discussion among expert representatives from federal agencies to explain how military families can access benefits and programs aimed at alleviating food insecurity. This 90-minute event uncovers how various food security programs and benefits may intersect and align. This panel discussion equips service providers with the knowledge needed to make the best possible recommendations and […]
4 events,
Financial Counseling for Clients in Urban Settings
Financial Counseling for Clients in Urban Settings
Financial Counseling for Clients in Urban Settings Join Gwen Hartstein, an AFC Candidate who counsels clients in New York City, in a discussion of the many financial considerations facing those who live in cities. Living in an urban setting changes a person's needs, including what type of housing is available, how they intend to commute, the accessibility of services, and many […]
Diversity and Inclusion: Empathy or Sympathy?
Diversity and Inclusion: Empathy or Sympathy?
Dr. Michael Thomas uses the platform of empathy and compassion to illustrate how diversity and inclusion efforts are most effective from a place of empathy - not sympathy. During this talk, Dr. Thomas unpacks the differences between empathy and sympathy, the effects on diversity and inclusion based on these lenses, and how to utilize empathy in your diversity and inclusion […]
4 events,
Getting a Handle on Debt: Understanding Debt Resolution vs. Bankruptcy
Getting a Handle on Debt: Understanding Debt Resolution vs. Bankruptcy
Getting a Handle on Debt: Understanding Debt Resolution vs. Bankruptcy Join Consumer Action for a train-the-trainer webinar on getting a handle on debt and understanding debt resolution versus bankruptcy. This free 90-minute training will focus on debt relief strategies consumers can use to tackle their bills and reduce their financial stress, without filing for bankruptcy. The webinar will also explore […]
Practitioners Unite! Networking Coffee Chat
Practitioners Unite! Networking Coffee Chat
Practitioners Unite! Networking Coffee Chat Join us on Tuesday, June 13th at 1pm 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 favorite […]
4 events,
Education Office Hours
Education Office Hours
Education Office Hours Do you have questions? 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 success, write down questions as they come up in your study and bring them to Office […]
Can a person’s Habitudes change?
Can a person’s Habitudes change?
The quick answer is “yes”. This is a chance to explore what motivates people to change their relationship with money and indicators that they are or are not ready to do that.
3 events,
FPA Connect: Cultural Intelligence: Different Values & Behaviors in Financial Counseling
FPA Connect: Cultural Intelligence: Different Values & Behaviors in Financial Counseling
If a client does not return our smile or avoids eye contact, we might assume that the client does not like us or trust us. In fact, smiling and eye contact are behaviors that differ across cultures. While we often think of culture in terms of ethnicity and nationality, it may be based on other commonalities, such as age or […]
3 events,
An Evidence-Based Communication Schedule to Retain and Gain Clients
An Evidence-Based Communication Schedule to Retain and Gain Clients
As an evidence-based practitioner, Evan will be presenting research initially published in the Journal of Financial Planning. He will guide financial planners through an evidence-based client communication cadence. This presentation will cover how frequently you should discuss investments, planning, clients’ hobbies, and other important topics. He’ll also discuss how often research suggests you should meet with clients. He’ll cover everything […]
3 events,
Building Networks to Alleviate Food Insecurity (OneOp)
Building Networks to Alleviate Food Insecurity (OneOp)
This interactive session guides participants through the process of creating a “food security resource guide” tailored to the location and populations they serve. Facilitators will lead activities designed to help family service providers immediately implement food security knowledge in their local communities.
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