Calendar of Events
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4 events,
Credit as an Asset On Demand
Credit as an Asset On Demand Credit as an Asset On Demand provides Credit Builders Alliance’s signature credit-building training in a self-paced format for the very first time. This training is designed to help nonprofit community-based organizations and financial capability professionals enhance their understanding of credit building as an asset-building strategy while highlighting best practices in credit education. Price: AFC […]
Credit as an Asset: Small Business On Demand
Credit as an Asset: Small Business On Demand Credit as an Asset: Small Business On Demand builds on the learning in CBA’s signature Credit as an Asset course for practitioners to focus on entrepreneurs' credit needs and challenges. Learn the key differences between personal and business credit reports and scores, how credit building can help a small business thrive, and […]
Advancing Food Security for Military Families (OneOp)
The program is a 90-minute asynchronous course. Advancing Food Security for Military Families is a self-paced course developed by national food security expert Dr. Angela Odoms-Young. Use this professional development opportunity to expand your capacity to support food security among the military families you serve. Learn about existing initiatives that address food insecurity in military families. Examine the multilevel factors […]
Predictably Irrational Book Study
Predictably Irrational Book Study Hosted by Andi Wrenn Join us for a six (6) week opportunity to apply what we learn in reading this book and applying it to working with clients in personal finance. Helping clients with everyday financial decisions, savings on autopilot, planning for purchases and investment decisions. The book and research by Dan Ariely, Predictably Irrational explains […]
6 events,
An Evidence-Based Communication Schedule to Retain and Gain Clients
An Evidence-Based Communication Schedule to Retain and Gain Clients
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 […]
Can a person’s Habitudes change?
Can a person’s Habitudes change?
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.
5 events,
Building Networks to Alleviate Food Insecurity (OneOp)
Building Networks to Alleviate Food Insecurity (OneOp)
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.
4 events,
Financial Social Work Certificate Program (Mar-Oct)
UMSSW’s Financial Social Work Initiative (FSWI) is launching its next online version of the Financial Social Work (FSW) Certificate Program through UMSSW’s Continuing Professional Education (CPE) Office in March 2023! It will meet an identified need for greater financial capability and empowerment knowledge on the part of social workers who practice in non-profit and other social service agencies, as well […]
4 events,
Building Trust and Safety: 5 Essential Elements for Financial Advisors
Building Trust and Safety: 5 Essential Elements for Financial Advisors Trust and safety are essential elements for any successful relationship. The Advisor-Client one is no different. Research shows that trust is an essential part of the success of the advisor-client relationship. This webinar seeks to educate the advisor on the essential communication elements required for building safety and trust with […]
4 events,
The How and Why of Estate Planning
The How and Why of Estate Planning
The How and Why of Estate Planning • More Information Estate planning may be one of the most important and overlooked aspects of caregiving. When a proper estate plan is not in place, individuals and families may face a variety of issues affecting finance, housing, benefits, and services, among others. This webinar, designed for service providers and caregivers alike, highlights […]
6 events,
Military Home Buying Basics and VA Loans
Military Home Buying Basics and VA Loans
Military Home Buying Basics and VA Loans Service providers equip military families with the knowledge they need for transitions, including exploring the pathways to home ownership. Service members need the education and planning assistance essential to make informed decisions in the ever changing housing market. Prepare to support Service members as they consider their housing options by attending this webinar. […]
July Member Meet Up: Meeting Neurodiverse Client Needs in the Office and in Conference Presentations
July Member Meet Up: Meeting Neurodiverse Client Needs in the Office and in Conference Presentations
Member Meet-up: July Member Meet Up: Meeting Neurodiverse Client Needs in the Office and in Conference Presentations Join us on Tuesday, July 11th at 12pm ET as Kate Mieletz, PhD, AFC & Christine Hargrove show us how to meet the needs of neurodiverse clients in the office and in presentations. This session will cover: Meeting the needs of clients in […]
Synthetic ID Theft: What every advocate should know
Synthetic ID Theft: What every advocate should know
Synthetic ID Theft: What every advocate should know Identity theft and fraud are not new, but synthetic ID theft—or “Frankenstein fraud”—where thieves piece together information from different people to create a new identity, is the fastest-growing type of fraud. The Federal Trade Commission (FTC) estimates that up to 85% of identity theft today is synthetic, and this type of fraud […]
4 events,
SNAP and SNAP-Ed: Supporting Food and Nutrition Security in Your Community
SNAP and SNAP-Ed: Supporting Food and Nutrition Security in Your Community
SNAP and SNAP-Ed: Supporting Food and Nutrition Security in Your Community This webinar discusses how SNAP and SNAP-Ed align with national food and nutrition security strategies. The Supplemental Nutrition Assistance Program (SNAP) is the cornerstone of the USDA’s nutrition assistance safety net. SNAP Nutrition Education (SNAP-Ed) is SNAP’s nutrition education and health promotion component. Attend this webinar to learn how […]
Small Things Matter: Creating an open and trusting space for virtual clients
Small Things Matter: Creating an open and trusting space for virtual clients
Join Cherie Stueve, CFP®️, AFC®️, FFC®️, FBS®️ for a session on how to craft the right environment to build trust with your clients, even when meeting virtually by video or phone. Clients appreciate the convenience of virtual conversations, but connecting in this way has its challenges. The small touches matter to quickly create a comfortable environment for greater impact. Learn more about how your voice, […]
3 events,
Asynchronous Course: The Cooperative Extension System—Force Multiplier for Military Family Readiness
Asynchronous Course: The Cooperative Extension System—Force Multiplier for Military Family Readiness
The Cooperative Extension System: A Force Multiplier for Military Family Readiness Many DoD Military Family Readiness Professionals are not well-versed in the history or capabilities of Cooperative Extension System in supporting Military Family Readiness efforts (RAND, 2014). Cooperative Extension represents an underleveraged force-multiplier tool to serve families in the military with our practical, applicable education as members of the communities […]
7 events,
Preparing for the People-Centered, Technology-Enabled, Financial Planning Engagements of the Future
Preparing for the People-Centered, Technology-Enabled, Financial Planning Engagements of the Future This session describes the current fintech environment and the best practices for successfully integrating these tools into your practice. We focus on using these tools for efficiency, saving the advisor time, and deepening the client relationship. Our goal is to maximize the effectiveness and impact of each advisor and […]
Practitioners Unite: Networking Coffee Chat
Practitioners Unite: Networking Coffee Chat
Practitioners Unite: Networking Coffee Chat Join us on Tuesday, July 18th 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 […]
Disparities in Debt: Making a case for economic equity
Disparities in Debt: Making a case for economic equity
Disparities in Debt: Making a case for economic equity Wealth can provide countless opportunities—paying for an education without student loans, buying goods without needing financing, and building a retirement nest egg, for example. Unfortunately, wealth is unequally distributed by race in the United States, and several key factors (disparities in credit reporting and scoring, student loans and other debt, predatory […]
Education Office Hours
Education Office Hours
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 […]
4 events,
FPA Connect: Smart People Doing Stupid Things: Decision Making Biases in Personal Finance
FPA Connect: Smart People Doing Stupid Things: Decision Making Biases in Personal Finance
Smart People Doing Stupid Things: Decision Making Biases in Personal Finance This webinar focuses on cognitive constraints affecting personal finance decisions and their consequences. Financial professionals know that people often make investment decisions that may not be purely rational. We discuss 3 major biases affecting most of us, including investors and financial professionals, and prescribe strategies for mitigating the powerful […]
4 events,
(Cancelled) Military Teens and Economic Abuse (OneOp)
(Cancelled) Military Teens and Economic Abuse (OneOp)
(Cancelled) Military Teens and Economic Abuse (OneOp) 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.