Member Meet Up: Building Community and Support Amongst Financial Professionals Part 2 This event is Part 2 of our Member Meet-up from April! We last spoke about the importance of building a support network of local financial professionals to share experiences, resources, provide referrals for clients, discuss the highs and lows of our profession and, discover new outlets for professional […]

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, September 12th at 1 pm 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. This month we will utilize breakout rooms to encourage smaller groups and conversation amongst more people. Bring your topics, prompts, and […]

The Intersection of Language and Inclusivity in Financial Counseling Language creates meaning and words matter for social groups. This webinar will review language around issues, challenges, and perceptions associated with diversity and inclusion/exclusion in the United States. We will also practice how language can be inclusive and create new terms along the way. Participants will leave this session better prepared […]

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: Knocking Down Barriers to Promote Financial Well-Being for All Oftentimes individuals with disabilities, seniors, and their families experience barriers to achieving financial wellness due to public benefit rules, access to services, and programmatic guidelines. This webinar will provide resources and tools to assist financial counselors and other professionals as they knock down these barriers. This webinar will provide an […]

Helping Military Families Understand the True Cost of Convenience Buying a candy bar or sports drink at the gas station or an impulse purchase at the grocery store are common examples of spending leaks—dollars unintentionally spent. Meal delivery services are another example of a significant spending leak, with Americans spending an estimated $26.5 million per year on food delivery, including […]

A Hitchhiker's Guide to Intertemporal Discounting: Using Time Preference to Predict Client Behavior Long held as mysterious and almost impossible to predict, new insights into human behavior and behavioral finance reveal surprisingly predictable patterns. When understood and used properly, these patterns can help advisers serve their clients in remarkable ways, largely by allowing us to predict outcomes and intervene in […]