All Day

Client Communication & Counseling

Webinar / Online Meeting Online Meeting

Client Communication & Counseling Texas Tech University School of Financial Planning Using self-discovery, this course will explore and apply theory, counseling fundamentals, and communication techniques for effective interactive client communication in financial planning and counseling. Addresses personal relationships with money, including emotions, beliefs, and behaviors.

Member Coffee Chat: 2023 Focus, Plans & Goals

Webinar / Online Meeting Online Meeting

Join us for Practitioners Unite: Networking Coffee Chats. This event occurs once a month and is the perfect place to come hang out and network with other AFCPE Members! This week we will be discussing our 2023 plans and goals. There is not a presentation, but there will be icebreaker questions to help get everyone going. This is a space […]