The Financial Education Summit is a free half-day event for all financial educators, researchers, and community leaders that offer financial education in Maryland to come together to navigate up-to-date research, practices, and insights in the financial education field. While Maryland is one of the richest states in the nation, practitioners in the field understand that the importance of equitable and […]

Podcasting is a powerful tool for financial professionals looking to build their brand, establish thought leadership, and attract the right clients. But where do you begin? Join us on Tuesday, April 29th at noon ET for How to Launch a Podcast That Grows Your Brand, where our host, Sara Lohse, will share the 7-step framework for launching a branded podcast that positions you as […]

Heirs’ property is real estate that is passed down to multiple family members via informal inheritance, often across multiple generations. Due to its complex and unstable ownership structure, families with heirs property can struggle to retain their asset and maximize and transfer its economic value. Heirs’ property is disproportionately owned by low-wealth families and families of color and impacts generational […]

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 studies and bring them to Office Hours. AFCPE endeavors to […]

In this webinar, we’ll share key lessons from building financial education programs and how these insights can be applied across various settings—including higher education, nonprofits, and community organizations. A student from UNC will also be joining us, offering a unique perspective. We will focus on how to create an inclusive, welcoming environment. Learn how to assess financial literacy gaps, understand […]

The Personal Finance Seminar for Professionals provides current and relevant financial presentations for professionals. This will be the 37th annual Symposium. It is a one day event that includes six speakers. The bios and presentations are linked for your convenience. A total of 6 CEUs (5 general CEUs and 1 Ethics/SoP CEU for the Financial Interpretation across Languages: Strategies for […]

Join student loan expert Meredith Jones, DVM, CSLP®️, AFC®️, from Student Loan Planner, for an in-depth webinar designed to help you navigate the complexities of student loan repayment in 2025 and beyond. With Student Loan Planner having consulted on over $4 billion in student debt, Meredith will share actionable strategies to help you and your clients take control of your […]

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 studies and bring them to Office Hours. AFCPE endeavors to […]

This session is a follow-up to Vision to Reality: Building Your Financial Education Program, where our hosts shared key lessons for designing inclusive, impactful financial education programs. Now, they’re keeping the conversation going — and getting even more practical. Thinking about starting financial education programming or building out a full program, but not sure where to begin? Or maybe you’ve already […]