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 […]

Member Meet Up: ChatGPT, AI, and Prompt Engineering, Oh My! Applications for Financial Education and Counseling Practitioners This webinar, lead by Barbara O'Neill, Ph.D., AFC®️, CFP®️ will describe what the artificial intelligence (AI) platform ChatGPT is, how it works, how to get started as a ChatGPT user, and how to write effective ChatGPT prompts. It will also provide samples of […]

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 […]

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 […]

Dr. Angela Odoms-Young facilitates a panel discussion among expert representatives from federal agencies to explain how military families can access benefits and programs aimed at alleviating food insecurity. This 90-minute event uncovers how various food security programs and benefits may intersect and align. This panel discussion equips service providers with the knowledge needed to make the best possible recommendations and […]

Financial Counseling for Clients in Urban Settings Join Gwen Hartstein, an AFC Candidate who counsels clients in New York City, in a discussion of the many financial considerations facing those who live in cities. Living in an urban setting changes a person's needs, including what type of housing is available, how they intend to commute, the accessibility of services, and many […]

Dr. Michael Thomas uses the platform of empathy and compassion to illustrate how diversity and inclusion efforts are most effective from a place of empathy - not sympathy. During this talk, Dr. Thomas unpacks the differences between empathy and sympathy, the effects on diversity and inclusion based on these lenses, and how to utilize empathy in your diversity and inclusion […]

Practitioners Unite! Networking Coffee Chat Join us on Tuesday, June 13th at 1pm for a virtual networking coffee chat event! Connect with other financial professionals from various industries, exchange ideas, and expand your network—all from the comfort of your home. Engage in meaningful conversations, discover new opportunities, and build valuable connections in a relaxed and inviting atmosphere. Grab your favorite […]

Getting a Handle on Debt: Understanding Debt Resolution vs. Bankruptcy Join Consumer Action for a train-the-trainer webinar on getting a handle on debt and understanding debt resolution versus bankruptcy. This free 90-minute training will focus on debt relief strategies consumers can use to tackle their bills and reduce their financial stress, without filing for bankruptcy. The webinar will also explore […]

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 […]

If a client does not return our smile or avoids eye contact, we might assume that the client does not like us or trust us. In fact, smiling and eye contact are behaviors that differ across cultures. While we often think of culture in terms of ethnicity and nationality, it may be based on other commonalities, such as age or […]

As an evidence-based practitioner, Evan will be presenting research initially published in the Journal of Financial Planning. He will guide financial planners through an evidence-based client communication cadence. This presentation will cover how frequently you should discuss investments, planning, clients’ hobbies, and other important topics. He’ll also discuss how often research suggests you should meet with clients. He’ll cover everything […]

The quick answer is “yes”. This is a chance to explore what motivates people to change their relationship with money and indicators that they are or are not ready to do that.

This interactive session guides participants through the process of creating a “food security resource guide” tailored to the location and populations they serve. Facilitators will lead activities designed to help family service providers immediately implement food security knowledge in their local communities.