Podcasts and Newsletters
Financial Abuse is Domestic Abuse: Equipping Service Providers to Support Victims
Many professionals work with victims of abuse every day, but just may not know it. Domestic abuse presents in many forms, such as emotional, physical, and financial abuse. Understanding the financial considerations for domestic abuse is essential for service providers across the spectrum of family readiness coordinating care for abuse...
October 23, 2024
Read More >Linking Life Planning & Cash Flow Management: Your Most Important Client Conversations
Life planning and cash flow management are services that provide immeasurable value to financial planning clients. By integrating these two processes, research shows that you will be more effective in engaging your clients and empowering them to affect positive change in their lives. Help your clients to focus on what...
October 09, 2024
Read More >Education Office Hours
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...
October 08, 2024
Read More >Education Office Hours
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...
October 08, 2024
Read More >Education Office Hours
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...
October 08, 2024
Read More >FPA Connect: Tax Deferred Retirement Savings Plans in Later Life
Many U.S. workers have tax-deferred retirement savings accounts such as traditional IRAs, SEP-IRAs, and qualified employer retirement savings plans (e.g., 401(k)s, 403(b)s, 457s, and the Thrift Savings Plan). Many of these accounts are started with the assumption that one’s marginal tax bracket will be lower in later life than during...
October 02, 2024
Read More >MQ Fundamentals of True Wealth Planning
The purpose of the MQ Fundamentals of True Wealth™ Planning training course is to provide participants with a thorough overview of Money Quotient’s unique model of life-centered financial planning. This training introduces the philosophical foundation and academic theories that have shaped the development of our tools and training. In addition,...
September 26, 2024
Read More >Starting fresh in the New Year: Empowering clients for year-round progress towards financial goals
As the new year begins, setting fresh goals or revisiting old ones can feel overwhelming. Join us to explore behavioral science and learn how to apply simple, empathetic strategies in client conversations. Your clients will be better equipped to develop strategies, overcome challenges, and stay motivated—all year long. Plus, these...
September 23, 2024
Read More >FPA Connect: Helping Clients Manage Their Budget In Real Life 2.0
Most clients need help with their budget, even high earners. Advisors need a realistic picture of how much clients spend to provide accurate financial planning analysis and recommendations. Without a clear budgeting philosophy, clients are at risk of not sticking with it and advisors are at risk of investing too...
September 23, 2024
Read More >The impact of culture on money attitudes: Understanding honor, face, dignity, and their relation to money scripts
Dr. Travis Sholin, Ph.D, CFP®️ will be presenting research examining relationships between different cultures and money attitudes. Primary research using 630 participants was used to analyze the data. The presentation will elaborate on the research process, the literature review, the analysis, the results, and the implications for practitioners. Presenter: Travis...
September 23, 2024
Read More >Life Planning: What It Is and How to Integrate It
Financial life planning (aka life planning) is a broad concept with no universally accepted definition. Yet, it's often associated with George Kinder's renowned approach, particularly his "three questions" that guide individuals toward meaningful life goals. In this session, you'll explore the essence of life planning, gaining a clear understanding of...
September 20, 2024
Read More >[Member Meet-Up] Networking Chat: Collaborations and Partnerships for Personal Finance Professionals
Join us on Tuesday, October 1st at 12pm ET, for a dynamic networking session focused on Collaborations and Partnerships within our industry. This interactive event is designed for financial coaches, advisors, and other personal finance professionals seeking to expand their service offerings through strategic partnerships. During the session, you’ll participate...
September 20, 2024
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