Podcasts and Newsletters

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

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

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

Join us for a webinar designed to build on your existing client discussion techniques with advanced strategies. This session will help you further enhance your client communications and foster even stronger relationships. In this session, we'll focus on: Refining techniques for initiating financial discussions, setting the stage for open and...

May 02, 2024

Join this practical deep dive into how financial counselors can connect with and coach new immigrants on their money related goals and behaviors. You will hear a true story from a new immigrant, learn to address new immigrants’ anxiety and lack of awareness about the US financial system, and glean...

May 02, 2024

You can save your clients money and aggravation if you can learn how to spot and correct common tax errors. This presentation will step you through several of the most common tax errors and show you how you can help your clients avoid them. Presenter: Paul Allen CFP® MQFP®

May 02, 2024

In this webinar, you will learn about how Flexible Spending Accounts (FSAs) can support Service members and their families in paying for dependent care expenses. The webinar provides an overview of how to enroll and manage FSAs. The webinar will provide military family service providers tips on how to tailor...

April 30, 2024