Insurance plays an important role in our financial lives. Join us for this informative session where we will learn about the following types of insurance: auto, life, renter's, health, and disability.

Every researcher has a unique story to tell. And it's your story that your audience wants to hear! If you are planning to present at the AFCPE Symposium, or a future conference or event, please join us for a virtual meet up on Tuesday, September 7 to learn how to bring your research to life. Researchers, educators and practitioners want […]

The AFCPE Strategic Impact Fund has allocated up to $125,000 to provide capacity building scholarships to community-based organizations focused on bridging gaps of inequality with the highest standards of financial counseling and education. The deadline for groups to apply is September 30, 2021. If you are a group interested in submitting a proposal for this funding, please join us on […]

Dates: Wednesdays, September 8th - October 13th, 2021, 2:00 - 3:30 pm ET The course will occur over six live webinars. Each webinar will be recorded and available for viewing 24 hours after the live event. Credit as an Asset is CBA’s signature training that leverages the expertise and experience of our vast community of nonprofit practitioners to identify credit […]

CBA will host our signature Credit as an Asset Training over a six-week webinar series which will be recorded. This training is designed to help non-profit community-based organizations and financial capability professionals enhance their understanding of credit building as an asset-building strategy as well as best practices in credit education. This interactive workshop will provide participants the opportunity to learn […]

The Health Savings Account (HSA) is a strong financial planning tool.  In this webinar, Jackie Cummings Koski, a certified Health Savings Account expert (HSAe) will share her extensive knowledge of HSAs, including a comprehensive view of how HSAs (Health Savings Accounts) work and ways they can be optimized whether your clients choose to spend, save, or invest the funds. Presenter: […]

COVID-19 transformed our traditional face-to-face relationship model overnight. Clients that were hesitant to meet virtually, have learned that a zoom session and live webinar is not as bad as they expected, and prospects recognized they no longer need to shake hands before becoming clients. Some would say that the advancements in Blockchain, Machine Learning and the Digital Client Experience needed […]

How much are you worth anyway? We'll take basic budgeting to the next level and discuss assets and liabilities to help calculate your net worth.

Brought to you by the Diversity, Equity and Inclusion Task Force, this session will provide a better understanding of the emotional side of financial counseling to help you become more emotionally aware and actively empathetic in order to create positive long-lasting effects on your clients’ financial mindset and behaviors. Join us on Thursday, September 23 at 12 PM ET to […]

Bringing together cutting-edge research from Ledger and up-to-date information from the Commodity Futures Trading Commission, this webinar will provide participants with a foundational understanding of cryptocurrency. Dr. Chris Wilmer will be training on what cryptocurrency is, how it works, and current research trends, while Mr. Dan Rutherford will be introducing cryptocurrency-related scams and how to spot them. The webinar will […]