Events

Member Meet-Up: Helping your clients put their story in trusted hands Join Glen Cone, author of Generation Preservation, for this talk. He will discuss the importance of clarifying, chronicling, and managing your client's personal information to help them and their families de-mystify financial matters that make a significant difference in each unique legacy, Anyone who has ever lost a loved […]

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 […]

Practitioners Unite! Networking Coffee Chat Join us on Tuesday, August 8th 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 […]

Unlocking the Secrets of Credit Reports While credit reports are essential tools for financial coaching and counseling, reading and interpreting reports to inform decision making can be challenging for consumers and practitioners alike. During this webinar, we’ll unlock secrets of reading credit reports by reviewing a sample report for Bill, a new financial counseling participant, who hasn’t checked their credit […]

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 […]

FPA Connect: A Behind the Scenes Look at Divorce: 3 Ways You Can Help Your Clients Rhonda Noordyk, CDFA®️ will be sharing three simple ways you can better help your clients going through divorce. Rhonda will provide a behind-the-scenes look at the divorce process, the challenges, and the opportunities. You will leave this presentation with practical steps and resources for […]

Define Your Money Mindset This workshop will empower you to review your past money beliefs and discover how 8 impactful money stories have shaped your life. With the innovative money egg exercise, we'll guide you through a series of thought-provoking questions that explore the roles you play, the rules you follow, the patterns you've created, and the stories you tell […]

Introduction to Diversity, Equity, and Inclusion for Volunteer Financial Mentors – Embracing the Diversity of Your Pro Bono Clients! Pro bono clients served by CFP®️ professional volunteers come from diverse backgrounds and socio-economic statuses. In all aspects of financial advising, planning, and counseling, being culturally competent and mindful of that diversity is vital. This is especially true with clients served […]