Member Meet-up: Ethics for AFCPE Members In this webinar, we will break into small groups to explore some of the most controversial ethical scenarios from our last few Ethics trainings. Due to the nature of this training, space is limited and the session will not be recorded. Please do not register unless you are sure you will be able to […]

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, October 10th at 1pm ET 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 […]

Estate Planning and Emotional Intelligence: What You Need to Know! As financial counselors, we frequently emphasize the educational aspect of estate planning. Incorporating emotional intelligence into our approach allows us to offer practical solutions and insights to our clients. Join us for a presentation on emotional intelligence and how it can be integrated into your discussions on estate planning through […]

Ethical Compass: Guiding Military Families with Integrity Practicing ethics in personal finance promotes financial well-being, fosters trust in financial relationships, and contributes to a positive and responsible financial culture within individuals and society as a whole. Join Dr. Gutter and Dr. Tyler-Mackey to define ethics, including the military standards of ethics, and ethical guidelines from AFCPE and FinCert. This 2-hour […]

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: Working Effectively with ADHD Clients Attention-Deficit/Hyperactivity Disorder (ADHD) directly impacts financial well-being through inconsistent financial management practices, risky or impulsive financial decision-making, disorganization of files, and more. It also limits the ability of financial planners and counselors to work effectively with their ADHD clients. This webinar will provide ways to recognize potential symptoms of ADHD, a blueprint for […]

The Future of Investing Artificial intelligence, machine learning, and data analytics are transforming the investing landscape. In this class, you will learn how to use these new tools to create value for your clients and grow your business. We will cover how forecasting analytics are changing the portfolio formation process and how large language models can help better assess the […]

Free Webinar: Navigating Your Student Loans in 2023 and Beyond There are a lot of changes happening in the student loan space.  In this webinar, Tricia Kollath, CFP®, CPA, CSLP® will explore the most recent developments, upcoming deadlines, and how counselors can best support their clients in finding the best repayment plan.

Helping Clients Navigate High Consumer Debt Between the high cost of everyday items and college education, everyday Americans are taking on debt to make ends meet. For many Americans, debt management is a skill most will have to learn and implement. However, while managing and paying off debt is often overwhelming, CFP® volunteers and financial coaches can help their pro […]