Podcasts and Newsletters
AFCPE Board Service: Info Session
AFCPE is seeking passionate, strategic professionals to fill open positions on the AFCPE Board of Directors. Join us for an informational session led by current AFCPE Board members to learn more about board service, the application process, and ask questions. Open constituencies for 2025 are Military and Academia. Learn...
April 03, 2024
Read More >AFCPE Board Service: Info Session
AFCPE is seeking passionate, strategic professionals to fill open positions on the AFCPE Board of Directors. Join us for an informational session led by current AFCPE Board members to learn more about board service, the application process, and ask questions. Open constituencies for 2025 are Military and Academia. Learn...
April 03, 2024
Read More >AFCPE Board Service: Info Session
AFCPE is seeking passionate, strategic professionals to fill open positions on the AFCPE Board of Directors. Join us for an informational session led by current AFCPE Board members to learn more about board service, the application process, and ask questions. Open constituencies for 2025 are Military and Academia. Learn more...
April 03, 2024
Read More >Ethical Decision Making for Accredited Financial Counselors: An Interactive Exploration of Standards and Practices
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. Equip yourself...
April 01, 2024
Read More >Practitioners Unite! Coaching Dynamics: Interactive Scenario Roleplay
Join us on April 9th, 2024, at 12 pm ET. This event is designed for financial coaches, counselors, and professionals looking to enhance their coaching skills through practical roleplaying and scenario simulations. Throughout these exercises, attendees can refine their communication, active listening, and problem-solving skills, which are crucial for effective...
March 25, 2024
Read More >Couples and Money: When She is the Breadwinner
Join AFCPE & Brian Page of Modern Husbands on April 2nd at 12 pm ET Moderator: Brian Page Panelists: Ed Coambs, Bruce Ross, Aja Evans In a dynamic and insightful webinar moderated by Brian Page, the discussion centered on the evolving dynamics of financial roles within relationships, specifically when the...
March 25, 2024
Read More >Helping Older Americans Navigate Fraud
Fraud is at a crisis level in the United States, resulting in the theft of billions of dollars from victims each year with little chance of restitution or justice. While fraud affects all demographics, the impact on older adults is especially profound both financially and emotionally. In this webinar, AARP’s...
March 25, 2024
Read More >Top 10 Insights To Master The Human Side of Advice
Every advisor knows that working in financial advice requires more than an understanding of numbers. It requires an understanding of people. We work with emotional human beings on the emotionally charged topic of money. Yet, we don’t get taught the necessary skills to do this in trainings, designations, or certifications....
March 13, 2024
Read More >Blue Star Careers Webinar: FINRA Foundation Military Spouse Fellowship Program
Blue Star Careers Webinar: FINRA Foundation Military Spouse Fellowship Program The FINRA Foundation Military Spouse Fellowship program provides qualifying military spouses the opportunity to earn the AFC®️ (Accredited Financial Counselor®️) certification—while providing financial counseling and education to the military community. Blue Star Careers welcomes Valerie Richards and Heather Baker; FINRA...
March 07, 2024
Read More >15 Important Financial Transitions in Later Life
15 Important Financial Transitions in Later Life There are many financial transitions that people face in later life. This webinar will discuss 15 transitions that are described in the instructor’s book, Flipping a Switch. Examples of later life financial transitions include switching from saving to spending, creating a retirement “paycheck,”...
March 07, 2024
Read More >Demo: Financial Inclusion Essentials
Demo: Financial Inclusion Essentials Wondering what is covered in Financial Inclusion Essentials? This demo is for financial professionals who are looking to better serve their client's who have disabilities and their families. You will get an overview of the topics covered in this course as well as a sampling of...
March 04, 2024
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