Podcasts and Newsletters

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 study and bring them to Office Hours. AFCPE endeavors to make this meeting accessible to any...

June 05, 2024

Both Financial Inclusion Essentials (10 CEUs) and Diversity, Equity, and Inclusion Essentials (12 CEUs) satisfy your Ethics/SOP requirement! Better serve a diversity of clients with these robust, self-paced courses! From ABLE accounts for clients with disabilities to legal considerations for LGBTQ+ clients, you will walk away with tools to make...

June 04, 2024

Discover a trove of fresh insights in the final edition of "Nudge," whether you're a devoted fan or new to the realm of behavioral science. This comprehensive study delves into a spectrum of pressing issues in our daily lives, such as the aftermath of COVID-19, health, personal finance, retirement savings,...

May 30, 2024

AFC Ethics: Cultivate ethical decision-making skills essential for Accredited Financial Counselors (AFC) in this interactive course. Delve into the standards of practice governing AFCs, exploring real-world scenarios and case studies. Through engaging discussions and activities, participants will gain a deep understanding of ethical principles and their application in financial counseling....

May 30, 2024

Now in its 11th year, the Credit Building Symposium is a two-and-a-half-day event in Washington. DC. This year’s event will explore our theme, Connecting Communities Through Credit. Attendees will learn more about the latest innovations in credit building and network with your peers. Participants include Community Development Financial Institutions (CDFIs),...

May 30, 2024

May 30, 2024

This presentation will provide an overview of the different types of special needs trusts (first-party, third-party, and pooled trusts) and explain the value of these instruments for individuals with disabilities. The presenter will also explore the use of ABLE accounts as an alternative to special needs trusts, or as a...

May 23, 2024

In today's world, longevity is no longer just a concept but a reality reshaping our lives and financial landscapes. This transformative workshop empowers financial professionals to embrace the revolution in aging by reframing perceptions from fear and frailty to opportunity and promise. Participants will gain insights into innovative approaches to...

May 23, 2024

Content marketing is a highly effective growth strategy for financial counselors and coaches, but it can be time-consuming. In this presentation, you’ll uncover the best way to streamline your content marketing efforts to get real results and create a plan to implement the four key pillars of a successful content...

May 22, 2024

Join AFCPE & Simi Mandelbaum CFT-I, AFC, FBS®️, the founder and CEO of PROSPR Financial Wellness LLC as she guides us on the topic of The Art of Listening. Listening to our clients is the key to understanding, creating trust, and ultimately helping the client through their issue. Listening is...

May 22, 2024

Not opening mail, avoiding debt collectors, and overspending can be more than just irresponsible behavior. For many, these behaviors are rooted in financial trauma that goes back generations - overcoming this trauma, and the shame that often co-exist can be difficult. Equipped with the right know-how, CFP® professional volunteers can...

May 06, 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 study...

May 06, 2024