Live Programs

Gambling Disorder: Special Consideration for Service Members Within the past 2 years, the Government Accountability Office (GAO) made a clear and strong recommendation that all branches of the military screen, assess and provide treatment for Gambling Disorder.  Furthermore, the most current Defense Department Authorization Act has mandated that all services…

  Most planners and advisors seek to have deeper relationships, build greater trust and have more effective relationships with their clients.  “The 5 Essential Skills™” presentation and training program came out of years of observation, experience and mentoring and training with other planners.  This webinar will explain why these skills…

Curious about AFCPE’s mentorship opportunities? Join us on Tuesday, Nov. 5 at 12 PM ET for our next Virtual Member Meet Up! We will discuss the AFCPE MentorConnect Program and mentorship opportunities at the AFCPE Symposium and share best practices for both! You will also hear from other mentors and…

  The workshop is designed to help financial coaches and counselors enhance their understanding of credit building as an asset building strategy as well as best practices in credit education. This interactive workshop will provide participants with an opportunity to learn from each other and credit experts about the growing…

Expanding Credit Access with Experian Boost - Tuesday, November 12, 2019 at 12 PM EST An overview of recent changes to credit reporting and credit scoring and an overview of Experian Boost, a new, free service that empowers consumers to get credit for paying their utility and telecom bills on…