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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 make […]

The psychology of financial planning challenges advisors to consider the planner-client relationship. By leveraging financial counseling’s softer skills, advisors can empower clients to stand on a firmer financial foundation with long-term stability. By focusing on those human elements, advisors can use a personalized and supportive approach to incorporate the counseling side of financial planning into their practice and firms. Free […]

Join us for a comprehensive professional development session designed to equip military service providers with the tools and knowledge needed to support caregivers of individuals with autism. This webinar will explore the TRICARE Autism Care Demonstration (ACD), offering valuable insights into its scope, services, and benefits for military families. Participants will gain an understanding of the program’s purpose and learn […]

Join us for an interactive session exploring a powerful platform designed to help financial coaches and counselors streamline client management, enhance accountability, and improve financial outcomes. This session will cover key financial concepts such as budgeting, cash flow management, and goal setting, while demonstrating how a digital platform simplifies tracking and engagement. Through a live demo, you'll see how to […]

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 […]