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 […]
35 events found.
Events
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Now in its 11th year, the Credit Building Symposium is a two-and-a-half-day event in Washington. DC. This year’s event will explore our theme, Connecting Communities Through Credit. Attendees will learn more about the latest innovations in credit building and network with your peers. Participants include Community Development Financial Institutions (CDFIs), nonprofit financial coaches/counselors/educators, philanthropists, allies, partner organizations, Tribal Entities, nonprofit […]
$500.00
AFC Ethics: Cultivate ethical decision-making skills essential for Accredited Financial Counselors (AFC) in this interactive course. Delve into the standards of practice governing AFCs, exploring real-world scenarios and case studies. Through engaging discussions and activities, participants will gain a deep understanding of ethical principles and their application in financial counseling. Equip yourself with the tools to navigate complex ethical dilemmas […]
$25.00
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Join AFCPE & Simi Mandelbaum CFT-I, AFC, FBS®️, the founder and CEO of PROSPR Financial Wellness LLC as she guides us on the topic of The Art of Listening. Listening to our clients is the key to understanding, creating trust, and ultimately helping the client through their issue. Listening is more then hearing words with our ears. It is an […]
Free
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2 events,
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AFCPE is seeking passionate, strategic professionals to fill open positions on the AFCPE Board of Directors. Join us for an informational session led by current AFCPE Board members to learn more about board service, the application process, and ask questions. Open constituencies for 2025 are Military and Academia. Learn more about AFCPE Board Leadership positions at: https://www.afcpe.org/membership/leadership/
Free
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3 events,
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Enhance the effectiveness of the work you do with your clients by taking a multi-disciplinary perspective of the dynamics at play in your relationship, in how you communicate, and in your client’s financial beliefs, behaviors, and decisions. During this presentation, Amy will demonstrate how to apply insights and knowledge from psychology, neurology, and biology to the work you do with […]
$25.00
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AFCPE is seeking passionate, strategic professionals to fill open positions on the AFCPE Board of Directors. Join us for an informational session led by current AFCPE Board members to learn more about board service, the application process, and ask questions. Open constituencies for 2025 are Military and Academia. Learn more about AFCPE Board Leadership positions at: https://www.afcpe.org/membership/leadership/
Free
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2 events,
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Join this practical deep dive into how financial counselors can connect with and coach new immigrants on their money related goals and behaviors. You will hear a true story from a new immigrant, learn to address new immigrants’ anxiety and lack of awareness about the US financial system, and glean insights on how to provide personalized money coaching. You will […]
$50
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3 events,
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Discover a trove of fresh insights in the final edition of "Nudge," whether you're a devoted fan or new to the realm of behavioral science. This comprehensive study delves into a spectrum of pressing issues in our daily lives, such as the aftermath of COVID-19, health, personal finance, retirement savings, credit card debt, home mortgages, medical care, insurance, climate change, […]
$125.00
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Not opening mail, avoiding debt collectors, and overspending can be more than just irresponsible behavior. For many, these behaviors are rooted in financial trauma that goes back generations - overcoming this trauma, and the shame that often co-exist can be difficult. Equipped with the right know-how, CFP® professional volunteers can help their clients notice and put an end to financial […]
Free
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2 events,
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Wanna be an AFC®? June Webinar Are you interested in becoming an Accredited Financial Counselor (AFC®) but not sure if it’s right for you? Join us for a no-pressure, informative session where we will give you all the information you need to make your decision. Bring your questions–we love an engaged audience! |
2 events,
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Join us for a webinar designed to build on your existing client discussion techniques with advanced strategies. This session will help you further enhance your client communications and foster even stronger relationships. In this session, we'll focus on: Refining techniques for initiating financial discussions, setting the stage for open and productive exchanges. Strengthening trust through deeper conversational strategies, ensuring lasting […]
Free
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4 events,
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This presentation will provide an overview of the different types of special needs trusts (first-party, third-party, and pooled trusts) and explain the value of these instruments for individuals with disabilities. The presenter will also explore the use of ABLE accounts as an alternative to special needs trusts, or as a tool to be used in conjunction with these trusts. Case […]
Free
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In today's world, longevity is no longer just a concept but a reality reshaping our lives and financial landscapes. This transformative workshop empowers financial professionals to embrace the revolution in aging by reframing perceptions from fear and frailty to opportunity and promise. Participants will gain insights into innovative approaches to taking their financial planning to the next level by catering […]
$25
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Both Financial Inclusion Essentials (10 CEUs) and Diversity, Equity, and Inclusion Essentials (12 CEUs) satisfy your Ethics/SOP requirement! Better serve a diversity of clients with these robust, self-paced courses! From ABLE accounts for clients with disabilities to legal considerations for LGBTQ+ clients, you will walk away with tools to make a concrete difference in the lives of your clients and […]
Free
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2 events,
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You can save your clients money and aggravation if you can learn how to spot and correct common tax errors. This presentation will step you through several of the most common tax errors and show you how you can help your clients avoid them. Presenter: Paul Allen CFP® MQFP®
Free
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