Approved for 1 CEU for AFCPE certified professionals Tis the season for filing taxes, and for many clients, that means 'tis the season for anxiety, avoidant behaviors, and denial as well. Financial Therapists are uniquely positioned to counsel clients during this time by anticipating client resistance in a few key areas and supporting clients as they plan, reframe, and navigate […]

1 CEU for AFCPE® Professionals Open to AFCPE & FPA Members This webinar will introduce a financial planner's view of integrating coaching skills in comprehensive financial planning. During this session three experienced financial professionals will share their perspectives on using coaching skills to enhance their services and client interactions. We will discuss the "what, why and when" of coaching and how […]

Approved for 2.5 CEUs for AFCPE certified professionals Please join financial education practitioners, researchers and stakeholders to consider how we can help Maryland adults gain the skills and confidence to meet their financial goals. This Summit is designed to allow educators to share their best teaching tools, methods and curriculum with the group. We bring together up-to-date research, best practices, […]

Approved for 1 CEU for AFCPE® Certified Professionals Financial illiteracy is an often overlooked factor in recidivism. Learn the importance of providing financial education to the prison population, as well as practical ways to effectively work with prisoners. Presenter: Sylvia Watford, AFC®, FFC® Cost: (AFCPE Members) - Free Cost: (Non-Members) - $50