Podcasts and Newsletters

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

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

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

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

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

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

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

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

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

In this timely webinar, we’ll explore the current state of federal student loans, focusing on the impact of recent SAVE plan lawsuits and how they affect borrowers. We’ll also discuss potential outcomes based on the upcoming election and how changes in leadership could reshape the student loan system. To support...

September 19, 2024

For almost 60 years, Medicare has provided health coverage for adults over age 65 and individuals with qualifying medical conditions. Though it’s a household name, many people shudder at the thought of trying to understand the Medicare program or navigate the ins and outs of their benefits. But understanding and...

September 17, 2024

September 17, 2024