Calendar of Events
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3 events,
Credit as an Asset: Small Business On Demand
Credit as an Asset: Small Business On Demand Credit as an Asset: Small Business On Demand builds on the learning in CBA’s signature Credit as an Asset course for practitioners to focus on entrepreneurs' credit needs and challenges. Learn the key differences between personal and business credit reports and scores, how credit building can help a small business thrive, and […]
Credit as an Asset On Demand
Credit as an Asset On Demand Credit as an Asset On Demand provides Credit Builders Alliance’s signature credit-building training in a self-paced format for the very first time. This training is designed to help nonprofit community-based organizations and financial capability professionals enhance their understanding of credit building as an asset-building strategy while highlighting best practices in credit education. Price: AFC […]
Spotting Credit Repair Scams On Demand
Spotting Credit Repair Scams On Demand During this two-part on-demand course, CBA explores what credit repair is, digging into examples of how it shows up in practice, and approaches for supporting consumers with disputing inaccurately reported debts. Price: AFC who works for a CBA member: $76; AFC who does not work for a CBA member $120. This event is On Demand, […]
5 events,
Helping Military Families Understand the True Cost of Convenience
Helping Military Families Understand the True Cost of Convenience
Helping Military Families Understand the True Cost of Convenience Buying a candy bar or sports drink at the gas station or an impulse purchase at the grocery store are common examples of spending leaks—dollars unintentionally spent. Meal delivery services are another example of a significant spending leak, with Americans spending an estimated $26.5 million per year on food delivery, including […]
A Hitchhiker’s Guide to Intertemporal Discounting: Using Time Preference to Predict Client Behavior
A Hitchhiker’s Guide to Intertemporal Discounting: Using Time Preference to Predict Client Behavior
A Hitchhiker's Guide to Intertemporal Discounting: Using Time Preference to Predict Client Behavior Long held as mysterious and almost impossible to predict, new insights into human behavior and behavioral finance reveal surprisingly predictable patterns. When understood and used properly, these patterns can help advisers serve their clients in remarkable ways, largely by allowing us to predict outcomes and intervene in […]
4 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 […]
5 events,
Member Meet-up: Ethics for AFCPE Members
Member Meet-up: Ethics for AFCPE Members
Member Meet-up: Ethics for AFCPE Members In this webinar, we will break into small groups to explore some of the most controversial ethical scenarios from our last few Ethics trainings. Due to the nature of this training, space is limited and the session will not be recorded. Please do not register unless you are sure you will be able to […]
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 […]
4 events,
Financial Therapy Association’s 2023 Conference
Financial Therapy Association's 2023 Conference FTA's 2023 Conference: "The Self of the Financial Therapist: Exploring the Importance of Inner Work and Self-Reflection as practitioners", takes place on October 5-7th in Charlotte, NC. Learn more and attend.
4 events,
Practitioners Unite! Networking Coffee Chat
Practitioners Unite! Networking Coffee Chat
Practitioners Unite! Networking Coffee Chat Join us on Tuesday, October 10th at 1pm ET 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 […]
4 events,
Estate Planning and Emotional Intelligence: What You Need to Know!
Estate Planning and Emotional Intelligence: What You Need to Know!
Estate Planning and Emotional Intelligence: What You Need to Know! 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 […]
5 events,
Ethical Compass: Guiding Military Families with Integrity
Ethical Compass: Guiding Military Families with Integrity
Ethical Compass: Guiding Military Families with Integrity Practicing ethics in personal finance promotes financial well-being, fosters trust in financial relationships, and contributes to a positive and responsible financial culture within individuals and society as a whole. Join Dr. Gutter and Dr. Tyler-Mackey to define ethics, including the military standards of ethics, and ethical guidelines from AFCPE and FinCert. This 2-hour […]
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 […]
4 events,
FPA Connect: Working Effectively with ADHD Clients
FPA Connect: Working Effectively with ADHD Clients
FPA Connect: Working Effectively with ADHD Clients Attention-Deficit/Hyperactivity Disorder (ADHD) directly impacts financial well-being through inconsistent financial management practices, risky or impulsive financial decision-making, disorganization of files, and more. It also limits the ability of financial planners and counselors to work effectively with their ADHD clients. This webinar will provide ways to recognize potential symptoms of ADHD, a blueprint for […]
4 events,
The Future of Investing
The Future of Investing
The Future of Investing Artificial intelligence, machine learning, and data analytics are transforming the investing landscape. In this class, you will learn how to use these new tools to create value for your clients and grow your business. We will cover how forecasting analytics are changing the portfolio formation process and how large language models can help better assess the […]