Podcasts and Newsletters
Helping Diverse and Multilingual Communities Avoid Consumer Fraud
Helping Diverse and Multilingual Communities Avoid Consumer Fraud In recognition of National Consumer Protection Week (NCPW), held annually the first week of March to bring attention to consumer fraud education and prevention, Consumer Action is hosting a train-the-trainer webinar on March 6, 2024. The webinar will provide information and tools...
February 23, 2024
Read More >Federal Student Aid: Repayment 101
Federal Student Aid: Repayment 101 This webinar covers the basics of repaying federal student loans. Topics include types of repayment plans, forgiveness and cancellation programs, benefits of consolidating, getting loans out of default, and types of deferments and forbearances. Also included is a discussion on certain one-time protections like the...
February 22, 2024
Read More >Mind and Money: Connecting Mental Health and Financial Well-Being
Mind and Money: Connecting Mental Health and Financial Well-Being This webinar establishes the connection between financial and mental health, addressing its relevance for individuals, couples, and families. We explore how emotional well-being influences financial choices, as well as the reciprocal impact of financial decisions on emotional state. Stress, anxiety, and...
February 22, 2024
Read More >Keys to Effective Teaching/Learning: Financial Counselors as Teachers and Learners
Celebrate Financial Literacy Month by joining our Education Coordinator, Jessie Jimenez, for a discussion of current teaching and learning techniques. Find out what works and what doesn't, and why it is not helpful to ask people about their learning styles. Whether looking to apply learning principles to your sessions with clients or...
February 16, 2024
Read More >Future Proof Your Practice
Future Proof Your Practice This presentation will leverage strategic foresight tools and teach attendees how to identify disruptors to a financial professional’s business. Dr. Baxter teaches a principle called STEEPLE, which is a foresight analysis tool to identify trends that could interrupt your business. Learn how to change these disruptors...
February 16, 2024
Read More >Practitioners Unite! Connect & Create: Peer Content Review
Practitioners Unite! Connect & Create: Peer Content Review Get ready to dive into a collaborative experience where you & your AFCPE peers will exchange feedback on various content types, from your resume and websites to marketing materials, client agreements, and budgeting spreadsheets. Participants should come prepared with the content they'd...
February 16, 2024
Read More >Finance in Full Color: Effectively serving diverse communities
Finance in Full Color: Effectively serving diverse communities How can you tailor educational materials to be inclusive? This webinar aims to provide actionable tips for fostering diversity, equity, and inclusion in financial counseling. With presenter Markia Brown, AFC®️, and special guest Rahkim Sabree, AFC®️ at the helm, the session delves...
February 16, 2024
Read More >Member Meet-up: Get Found, Get Booked—How to Write SEO Website Copy That Results in More Discovery Calls
Member Meet-up: Get Found, Get Booked—How to Write SEO Website Copy That Results in More Discovery Calls A dialed-in website that converts ideal prospects — and filters out bad fits — is the single most important component of any business’s marketing strategy. In this presentation, you’ll discover how to write...
February 14, 2024
Read More >Engaging Families and Money
Engaging Families and Money Families can have complex financial and emotional dynamics that are difficult to navigate as a helping professional. We cover best practices around boundary setting, systemic interactions, and tools for working with complex systems.
February 14, 2024
Read More >