Join AFCPE & Brian Page of Modern Husbands on April 2nd at 12 pm ET Moderator: Brian Page Panelists: Ed Coambs, Bruce Ross, Aja Evans In a dynamic and insightful webinar moderated by Brian Page, the discussion centered on the evolving dynamics of financial roles within relationships, specifically when the woman takes on the role of the primary breadwinner. The […]

Join us on April 9th, 2024, at 12 pm ET. This event is designed for financial coaches, counselors, and professionals looking to enhance their coaching skills through practical roleplaying and scenario simulations. Throughout these exercises, attendees can refine their communication, active listening, and problem-solving skills, which are crucial for effective financial counseling. This event is member-led. We will utilize breakout […]

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. […]

Keys to Effective Teaching/Learning: Financial Counselors as Teachers and Learners Celebrate Financial Literacy Month by joining our Education Coordinator, Jessie Jimenez, for a discussion of current teaching and learning techniques. Find out what works and what doesn't, and why it is not helpful to ask people about their learning styles. Whether looking to apply learning principles to your sessions with clients or […]

Wanna be an AFC®? April 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!

15 Important Financial Transitions in Later Life There are many financial transitions that people face in later life. This webinar will discuss 15 transitions that are described in the instructor’s book, Flipping a Switch. Examples of later life financial transitions include switching from saving to spending, creating a retirement “paycheck,” required minimum distributions (RMDs), later life investing, increased interest in […]