Events

Fundamentals of Mutual Funds A solid understanding of mutual funds assists service members in navigating available investment options. This webinar overviews mutual fund fees, taxes, performance, and special considerations essential to make informed investing decisions. Learn about the pros and cons of mutual fund characteristics, types of mutual funds, and how they differ from a stock or exchange-traded fund (ETF) […]

Empowering Financial Wellness: Women and Money Kathryn Tuggle, chief content officer and editor-in-chief at HerMoney and co-author of the book "How to Money," gives a presentation on empowering women to achieve financial wellness. During the webinar, she’ll explore topics aimed at narrowing the financial literacy and confidence gap for women, such as how to establish healthy financial habits, how to […]

Applying Behavioral Finance into your Practice | Financial Behavior Keynote Group Many advisors have heard of behavioral finance but don’t know how to apply these concepts to your business. Dr. Carlson will teach behavioral finance in a way that can be applied to any practice, large or small. You will learn how small changes can lead to positive effects on […]

Member Meet-up: Building Community and Support Amongst Financial Professionals As financial counselors, we provide services to our respective communities that go beyond organizing a budget or discussing debt. We give our clients a space to share what's truly on their minds and hearts and we work to match their values with their financial goals. At the end of our work […]

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 would like individual support. For the best success, write down questions as they come up in your study and bring them to Office Hours.

Anxious and Stressed: Helping Clients to Manage Emotion and Behavior You've heard others speak about their research. Now you can hear from the experts themselves. In this presentation, Drs. Kristy Archuleta and John Grable will discuss how a client's anxiety and stress about money can weaken the client-financial planner relationship. You will also learn techniques to better manage money-related anxiety […]

Helping Clients Inflation-proof Their Budget Inflation impacts the purchasing power of service members and their families. This webinar provides an overview of inflation and the expected and unexpected ways inflation may upset a household budget. Learn strategies for managing household spending during challenging financial times, and discover creative ways to maintain food security within a family’s budget.

Practitioners Unite! Our Profession & its Impact on Personal Relationships For many AFC® & personal finance professionals, our drive and passion for our work comes from a desire to help others succeed with their money. Often times, this journey begins with our own personal money stories that we share with others. Next thing you know, a close friend or family […]

Exchange Traded Funds (ETFs) 101 Celebrate Financial Literacy Month with Cara Macksound, a Certified Financial Behavior Specialist with a decade of experience trading Exchange Traded Funds (ETFs). What do ETFs have in common with chocolate chip cookies? Find out as Cara covers the basics of ETFs. You will leave with a full understanding of how ETFs are composed, what benefits […]

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 […]

Often the victim of financial abuse may not be aware that it is happening. What Habitudes’ results and statements are the red flags to explore? How do you approach this topic and what do you do next? This is especially important for people who focus on finances and do not have a counseling background.

FPA Connect: Social Security: Surprising Claiming Rules and Unique Circumstances with Real Case Studies Join us for an interactive presentation covering some of the least understood Social Security claiming considerations. After a brief overview of the basics, we will cover rules related to ·     How non-covered pensions affect Social Security benefits, ·     Dependent benefits for minor and adult disabled children, ·     The unique […]

Empowering Financial Wellness: Investing in Yourself When consumers invest in themselves, they are putting in the effort to make their lives better—today and in the future. This includes focusing on actions that will enable them to increase their wealth over the long-term, such as identifying tools, accounts, and strategies that will help them to make investing a lifelong practice. Investing […]

Medicaid, Food Security, & the Social Determinants of Health & Wellbeing Military family readiness promotes service member and family health and well-being in a variety of ways. Among these are helping to connect service members and families to needed resources and supports at the community, state, and national level. In addition, family readiness requires an understanding of the underlying economic, […]