AFCPE’s Board of Directors typically meet once a quarter, with face-to-face meetings held in June and November prior to the Symposium. However, with the advances in meeting technology, and in an effort to save time and money, the Board voted last year to conduct the June meeting via webcast every other year. This year, our first web-based meeting was a success! While this format requires more prep work, everyone has done a fantastic job to make our meetings more effective and efficient. Our discussions are directed more towards strategic planning for the organization and the task forces continue working toward their goals with their Board and staff liaisons. Coming up!

Advocacy Opportunity

Over the past year, the Board has been discussing AFCPE’s role in advocacy on issues that impact our industry. A most recent example was the committee discussion in regards to the Consumer Financial Protection Bureau (CFPB). As a result, the Board has chosen to engage Capital Concepts Consulting, LLC to guide us with the appropriate method to raise awareness for AFCPE, our mission, and purpose among state and national legislators. The consultants will help us better communicate to government officials:

  • The services that you, our certified professionals and members, provide consumers

  • The critical need for to support financial education

  • Protect the consumer rights

We invite you to join our new Government Relations Task Force to engage in these advocacy efforts. It is an exciting opportunity and we look forward to more members becoming actively engaged in governmental policies and consumer protection. Your involvement helps keep the board apprised of current discussions and votes.

Your Vote Matters

The nomination ballot for board positions has been narrowed and will soon be sent out for your vote. As an AFCPE member, we encourage you to participate.


2017 AFCPE Symposium: Bridging the Gap

The theme of the 2017 AFCPE Symposium is Bridging the Gap: Creating a Community of Financial Wellbeing. As a membership of diverse professionals, many of the topics are both timely and critical to the work that we do.

The Symposium itself is a bridge-builder. It’s a fantastic opportunity to come together and connect with friends and colleagues across all areas of our field, to begin exploring solutions to these societal and professional gaps, and most importantly, to come away with new ideas to put into practice in your own work.

We look forward to seeing you in person this November in San Diego! We invite you to stay through the full event, to help honor our award winners and to conclude the Symposium with our business meeting on Friday afternoon. Be sure to plan your travel schedule to join us for these important events! Safe travels!

This resource is available to AFCPE® Members.

If you are a member, please login here.

Not a member?

Learn more about the value of AFCPE® Membership here.