Events

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 […]

Cultural Competencies for Planners who Serve Diverse Clients/Communities This session will discuss cultural competencies that may be important for financial planners who serve diverse communities. The topics discussed will include what cultural competencies are and why they are important to your practice and your clients. This session will give you guidance on skills that you can develop and practice to […]

Providing Affirmative Care to the LGBTQ+ Military Community This webinar focuses on the continuums of identity (sexual orientation, gender identity, biological sex, gender expression), the impact of discrimination, relevant healthcare disparities, and ways to encourage a welcoming care environment for all. Join this webinar to learn about practical skills for integrating LGBTQ+ affirmative care principles into clinical practice for the […]

Student loans are one of the primary ways to fund an education, yet this debt can often have a detrimental effect on the borrower’s finances for the long term. Join Consumer Action for a two-part train-the-trainer series on student loan debt. The free 90-minute trainings will focus on the disparities in student loan debt and how that debt impacts borrowers […]

Personal Finance Seminar for Professionals | University of Maryland Extension This years FFS focuses on ’financial wellness at any age.’ Shifts occur in technology, socio-economic environments, and money attitudes. Personal finance priorities change over time and throughout life's stages. Lifespan financial wellness is best achieved when financial capability is instilled early and strategies are adjusted as clients' needs change.

Inflation: Causes, Impacts, Mitigation Strategies, and Benefits During the past two years, as a result of supply chain issues, labor shortages, interest rate increases, and increased consumer demand, prices have risen significantly for many items that consumers buy every day. This webinar will describe what inflation is, what causes it, how it is measured, and how it impacts everyday people. […]

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 […]

It’s amazing that two people can be missing the same Habitude or have similar results and their reactions are totally opposite. Why is that? What does it tell us? Using case studies, we will explore how we can use these insights and avoid making assumptions to serve our clients better.

FPA Connect: Bridging the Gap of Intergenerational Communication In this presentation, we’ll discuss the challenges and opportunities as multiple generations interact with each other. Specifically, we’ll learn what this means for you as you work with your clients.  Moreover, we’ll learn how to manage expectations, leverage the strengths of each generation, and how following stereotypes gets you into trouble. Presenter: […]

ABC's of Investing Join Consumer Action on Tuesday, May 23, when John Moses, deputy director of the U.S. Securities & Exchange Commission’s (SEC) Office of Investor Education and Advocacy (OIEA), and Jackie Lam, personal finance writer and AFC-accredited financial coach, will give presentations on empowering communities of color to achieve financial wellness. The webinar will cover the ABCs of wealth-building […]

Supporting Nutrition Security for Military Families through a Multilayered Approach Join this interactive workshop to discover strategies to improve nutrition security for military families. Learn about the Spectrum of Prevention as a public health framework to understand systemic drivers of hunger, poor nutrition, and chronic disease and explore the nuanced ways these challenges show up in military families. Through thought-provoking […]

AFCPE Board Leadership Info Session AFCPE is seeking passionate, strategic professionals to fill open positions on the AFCPE Board of Directors. We have openings for members representing: Accessibility, Military/Government, and Private Practice. Join us for an informational session led by current AFCPE Board members to learn more about board service, the application process, and ask questions. This is an information […]