Learn how AFCPE Membership can benefit your work and your career! – Learn More


These programs cover a diverse range of subjects related to financial counseling, coaching, planning and education to fit your specific area of expertise.

Please review the Guide to Maintaining Your Certification to learn more about CEU requirements, the approval process and retention of certification. For learning opportunities available anytime, please see our On-Demand Programs. 

Interested in being a presenter for an AFCPE Professional Development webinar? Click here!

Upcoming Events

January 2020

January 7, 2020 @ 12:00 pm

Did you know? There are more than a dozen AFCPE task forces with opportunities for leadership and involvement. Share your skills and expertise, develop your communication and leadership skills, and expand your network – these are all great benefits of serving on a task force. Your voice matters. Join us…

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Leaving full-time employment, particularly in later life, often requires a 180 degree turn in both mindset and behavior from the way people managed their time and money previously.  Whether someone is "flipping the switch" from full time work to retirement, or using the "dimmer switch" to phase into retirement, there…

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January 21, 2020 @ 11:00 am

Tax reform from 2018 is still bringing changes to filings in 2020. Get a jump start on understanding new processes, forms, allowances, deductions, and tax withholdings for retirees. This webinar will also cover continued changes from the 2018 Tax Cuts and Jobs Act. Of particular interest to our webinar audience…

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From the internet to Google, Smart Phones, Amazon, Artificial Intelligence, and the Millennial Movement, life is changing at the speed of light.  How do we stay relevant, sensitive and in-tune with the changing trends and challenges our clients face?  In this webinar, we’ll look at how can we best grow…

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If you are looking for a great way to supplement your study for the AFC® exam, look no further! Our web reviews are designed to provide a review of the AFC® Core Competencies to prepare candidates for testing. Individuals that test within 30 days of completing a review generally score…

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February 2020

February 13, 2020 @ 1:00 pm

February 13 & 27, 2020 1:00 - 6:30 PM ET This is a 2-day event. Pre-Registration is required. We meet you where you are – supporting your professional development on your terms. You may already have a strong financial foundation and want to add coaching skills to your toolbox or maybe…

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