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1 event,
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Are your senior clients sitting on substantial home equity but struggling with cash flow, or are they reluctant to tap into investments during market downturns? Reverse mortgages can be a powerful financial tool, but they come with complexity, costs, and crucial timing considerations that demand your professional guidance. In this dynamic webinar, we'll cut through the confusion and explore the […]
Free for AFCPE and FPA Members
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1 event,
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Few things are more frustrating than explaining a financial concept, only to realize your client is still confused and unable to move forward. This intensive workshop solves the disconnect between expert advice and client comprehension by providing a tactical framework for clear, jargon-free communication. Through interactive breakout sessions and real-world practice, you will master the use of relatable analogies, “clean-number” […]
$50
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2 events,
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Ethical practice is essential to effective financial counseling education. Designed for financial counselors, educators, and military family service providers, this session examines the Military Standards of Ethical Conduct, the AFCPE Code of Ethics, financial disclosure requirements, and federal gifting guidelines. In this 2-hour webinar, Dr. Bruce Ross, AFC®, CFT™, and Mr. Caleb Burrell, MA, LMFT, will guide participants through discussion […]
FREE
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This webinar is designed to equip financial counselors, coaches, and educators with the knowledge and tools to better support veterans and their dependents. The session will highlight how these programs help veterans and their families achieve financial stability, effectively manage and maximize their benefits, make informed financial decisions, avoid common financial pitfalls through increased financial literacy, and build long-term financial […] |
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2 events,
Atomic Habits Book Study with Andi Wrenn Join us in April 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 money habits, […]
$150
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
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2 events,
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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2 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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