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2 events,
Atomic Habits Book Study with Andi Wrenn Join us in April or September for one of our most popular 6-week book studies on Atomic Habits by James Clear. In weekly 30-minute sessions (plus optional discussion time), we’ll explore the Four Laws of Behavior Change and how small, consistent actions create powerful financial transformation. Learn how to help clients build better […]
$150
Breaking Money Silence Book Study with Andi Wrenn. Join us in June for a 6-week book study of Breaking Money Silence by Kathleen Burns Kingsbury. In weekly 30-minute sessions (plus optional discussion), we’ll explore why money conversations are avoided, how silence impacts relationships and decision-making, and how to foster healthier financial dialogue. Learn to identify money scripts, address generational and […]
$150
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4 events,
USA Cares is offering a course designed to provide loan officers, financial counselors, compliance managers and other professionals with a clear understanding of how to work with military borrowers.
$129
Military Money HQ is a free continuing education series designed to help Accredited Financial Counselors (AFC®s) strengthen their expertise in serving the military community. The program includes three asynchronous courses, each providing 5 continuing education units (CEUs), focused on the unique financial realities of service members, veterans, and military families. Through practical examples and real-world scenarios, participants explore topics such […]
FREE
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3 events,
Join us for a dynamic 6-week book study of Nudge: The Final Edition by Richard Thaler and Cass Sunstein. In weekly 30-minute sessions (plus optional discussion), we’ll explore how behavioral insights shape real-world financial decisions—from retirement savings and debt to healthcare, insurance, and “sludge.” Learn how to apply ethical nudges in client work, spark meaningful behavior change, and make financial […]
$150
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4 events,
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Just Say No to Scams: Protecting Consumers and Communities from Fraud Consumers lost more than $12.5 billion to fraud in 2024, a 25% increase from the previous year, with identity theft and cyber-enabled scams continuing to rise nationwide. As part of Consumer Action’s decades-long work educating consumers to recognize and avoid fraud, this in-person training equips community educators, counselors, and […]
FREE
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4 events,
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Financial counselors don’t face abstract ethical puzzles, they face real people, real money, and real pressure. Presented by the Zeiders team, this session takes AFCPE’s Standards of Practice out of the policy manual and puts them into the reality of counseling work. Through discussion and applied examples, participants will sharpen their ethical decision-making, test their judgment against peers, and walk […]
$50
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4 events,
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In this CE-eligible webinar, Tim Maurer, CFP®, RLP®, will examine how personal narratives, money scripts, and emotion-driven decision-making influence financial behavior, particularly for low- to moderate-income individuals. Drawing from behavioral finance and narrative psychology, this session explores how clients’ internal stories about money are formed—and how those stories can either constrain or expand wealth-building potential. Participants will learn how to […]
FREE
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4 events,
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The One Big Beautiful Bill Act (OBBA) introduced sweeping changes with meaningful implications when it comes to planning for our clients. And with its dense legislative language, it can be difficult for financial planners and counselors alike to know what's worth de-coding. In this session, we’ll cut through the noise and focus on the provisions that are most likely to […]
Free FPA/AFCPE members
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4 events,
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Even the most sound financial advice can hit a standstill when a client’s underlying motivations remain unspoken. This workshop equips you with a tactical framework to identify when an unexpressed need is driving a financial decision and provides questioning strategies needed to bring those motivations to light. Through real-world modeling and active listening practice, you will learn how to shift […]
$50
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