Calendar of Events
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AFC® Exam Webinar
AFC® Exam Webinar
2021 AFC® Exam Webinar Schedule: 4th Wednesday of each month from 3:00-4:00 pm EST Preparing for an exam can be nerve-wracking. A lot of this anxiety comes from not knowing what to expect on exam day. To help you out, we offer monthly “Exam Q&A Meetups.” These online sessions offer a brief overview of the exam structure and give you an […]
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Continuing Conversations: Every Story Matters
Continuing Conversations: Every Story Matters
Stories have a unique way of influencing people - their emotions, their behaviors, and their actions. They allow others to see a common thread of humanity and break down barriers to seek guidance and support. Storytelling can be a powerful marketing tool for your business. We know you have incredible client impact stories - ones that need to be shared, […]
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Member Meet Up: The Journey to Successfully Launching a Financial Coaching Business
Member Meet Up: The Journey to Successfully Launching a Financial Coaching Business
In this month's AFCPE Virtual Member Meet Up we'll walk through best practices for starting and growing a successful financial coaching business! For the first half-hour, Joshua Escalante Troesh will present and answer questions related to starting a business and getting clients, beyond friends & family and referral partners. In the second half-hour, Garrett Philbin will talk about his journey […]
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AFCPE Office Hours
AFCPE Office Hours
Get Your Questions Answered! Because AFCPE professional development courses and the AFC® online study guide are self-study, they do not offer individualized support. However, we realize that questions do occur. For this reason, we now offer Office Hours on the first Thursday of every month from 12 – 2 PM ET with an AFCPE staff member who can answer your […]
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Navigating the AFC®
Navigating the AFC®
2021 Navigating the AFC® Schedule: 2nd Wednesday of each month from 3:00-4:00 pm EST Whether you are a new or existing AFC® candidate, it is important to understand the requirements of certification. Join us for this informative webinar where we will discuss the “four E’s” of certification: Education, Exam, Experience, and Ethics. This is a great opportunity for new candidates to learn all about […]
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Social Security Spotlight: Medicare Parts A and B Enrollment
Social Security Spotlight: Medicare Parts A and B Enrollment
Don't miss this informative overview on Medicare A and B enrollment periods, including when and how a person files for the foundation of Medicare - Parts A and B. Social Security Public Affairs Specialists Kelly Draggoo and Theresa Busher will cover filing options for Parts A and B, how the Special Enrollment Period works for those who delay Medicare at […]
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FPA Connect: The Personal Finance of LGBTQ Family Planning
FPA Connect: The Personal Finance of LGBTQ Family Planning
Family planning for LGBTQ families can be both complex and very expensive. This webinar will explore the three LGBTQ family planning options, including the costs and other financial implications of each. Presenter: Jim Marrocco, CFP®
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AFC® Exam Webinar
AFC® Exam Webinar
2021 AFC® Exam Webinar Schedule: 4th Wednesday of each month from 3:00-4:00 pm EST Preparing for an exam can be nerve-wracking. A lot of this anxiety comes from not knowing what to expect on exam day. To help you out, we offer monthly “Exam Q&A Meetups.” These online sessions offer a brief overview of the exam structure and give you an […]
1 event,
Continuing Conversations: Launching a Financial Coaching Business Q&A
Continuing Conversations: Launching a Financial Coaching Business Q&A
Earlier this month, AFCPE Members Garrett Philbin and Joshua Escalante Troesh hosted a virtual meet up, The Journey to Successfully Launching a Financial Coaching Business. They walked through their best practices for starting your business, getting clients, and the lessons they’ve learned along the way. On Thursday, May 27 at noon ET, we’re continuing the conversation! Garrett and Josh are coming back for […]