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 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

For over 50 years, the Special Supplemental Nutrition Program for Women, Infants, and Children (WIC) has supported income-eligible women, infants, and children from diverse backgrounds, including military families. WIC improves nutrition security by providing nutritious foods, nutrition education (including breastfeeding promotion and support), and referrals to health and social services...

April 30, 2024

Earlier this year, the Pew Research Center reported that 9 in 10 Americans own a smartphone, and that it's especially common for lower-income households and households with lower formal education levels to rely on them for internet access. With the smartphones, tablets and computers we depend on to stay connected...

April 25, 2024

Better serve a diversity of clients with these robust, self-paced courses: Financial Inclusion Essentials (10 CEUs) and Diversity, Equity, and Inclusion Essentials (12 CEUs) From ABLE accounts for clients with disabilities to legal considerations for LGBTQ+ clients, you will walk away with tools to make a concrete difference in the lives of your clients and the...

April 24, 2024

In an increasingly competitive economic environment, pursuing post high school education is viewed by many as a requirement for success. Even while many families view follow-on education as a “must-do”, many are not fully understanding the financial impact of funding a child’s education or creating a plan to manage it....

April 23, 2024

Are you a financial pro helping clients navigate the landscape of the gig economy? Are you eager to connect with fellow coaches and share insights, strategies, and resources for empowering individuals in non-traditional work arrangements? Then mark your calendar and join us for Member Meet-Up: Gig Economy Conversations! This isn't...

April 23, 2024

In this webinar, Amy Smith, AFC, CFT-I explores practical techniques for financial counselors, coaches, and advisors to assist clients in navigating their emotions effectively when managing their finances. In this session, we will look at the intersection of emotion regulation and financial decision-making, offering strategies applicable to clients facing various...

April 22, 2024

Financial Therapy for All: Across Cultures, Across Generations Completion Code: FTAC24

April 22, 2024