Events

Life planning and cash flow management are services that provide immeasurable value to financial planning clients. By integrating these two processes, research shows that you will be more effective in engaging your clients and empowering them to affect positive change in their lives. Help your clients to focus on what is truly most important to them, and provide tools that […]

Do you have questions? At AFCPE's Education Office Hours, you can get answers from an expert! Office Hours are ideal for AFC candidates and Essentials students who are struggling with the content or would like individual support. For the best success, write down questions as they come up in your study and bring them to Office Hours. 1:00pm ET AFCPE […]

Many professionals work with victims of abuse every day, but just may not know it. Domestic abuse presents in many forms, such as emotional, physical, and financial abuse. Understanding the financial considerations for domestic abuse is essential for service providers across the spectrum of family readiness coordinating care for abuse victims. The webinar covers the demographics of the military community […]

Dr. Travis Sholin, Ph.D, CFP®️ will be presenting research examining relationships between different cultures and money attitudes. Primary research using 630 participants was used to analyze the data. The presentation will elaborate on the research process, the literature review, the analysis, the results, and the implications for practitioners. Presenter: Travis Sholin Ph.D., CFP®️ is the CEO and Wealth Advisor at […]

Do you have questions? At AFCPE's Education Office Hours, you can get answers from an expert! Office Hours are ideal for AFC candidates and Essentials students who are struggling with the content or would like individual support. For the best success, write down questions as they come up in your study and bring them to Office Hours. 1:00pm ET AFCPE […]

The tenth annual OneOp Personal Finance Year in Review webinar highlights legislation and events that impacted military personal finances during 2024. Join this annual review webinar to explore the findings of noteworthy personal finance research studies published this year, financial events with military-specific implications, and preview upcoming changes for 2025.

Wanna be an AFC®? December 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!

Most clients need help with their budget, even high earners. Advisors need a realistic picture of how much clients spend to provide accurate financial planning analysis and recommendations. Without a clear budgeting philosophy, clients are at risk of not sticking with it and advisors are at risk of investing too much time in the weeds of budgeting with clients. In […]