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AFCPE® is seeking passionate, strategic professionals to fill open positions on the AFCPE Board of Directors for terms beginning January 1, 2027 – December 31, 2029. Join us on Tuesday, June 2nd at 12pm ET to learn more about board service and the nomination process. Our Board Nominations Committee will be available to answer your questions. Learn more about joining […]
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2 events,The Financial Therapy Association (FTA) is proud to host its 2026 Annual Conference in Austin, Texas from June 4–6, at the Hyatt Regency. This year’s theme is “The Future of Financial Therapy: Where Empathy Meets Innovation."
$799
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AFCPE® is currently seeking two new Certification Council members to serve a 3-year term (2027-2029). An AFC®️ credential is not required. Open constituencies: Military Public Join us on Thursday, June 4, 2026 at 12-1pm ET to learn more about the certification council and the nomination process. We look forward to having you attend the event!
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When a client asks about "putting their money to work," it is common for financial counselors to feel a sense of hesitation. Many professionals shy away from the topic because they feel just as much uncertainty as their clients do. However, providing education on the mechanics of building wealth is a core part of the AFC®️ role. Avoiding the conversation […]
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Many individuals and families manage finances on a single income, whether due to caregiving responsibilities, life transitions, or household structure. These households often face unique pressures—including competing priorities, limited margin for error, and the emotional weight of being the sole financial decision-maker. In this webinar, Shane Walker will explore how behavioral science and emerging AI-enabled financial tools can support healthier […]
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Most retirement plans rely on generic life expectancy assumptions—yet no two clients live the same life. This webinar reveals groundbreaking new research showing the measurable value of using personalized lifespan projections to optimize retirement income strategies, improve client outcomes, and strengthen advisor-client trust. In this session, K. Jeremy Ko, PhD will discuss how demographic and health-based longevity modeling dramatically improves […]
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1 event,As part of Consumer Action's decades-long work educating consumers to better recognize and avoid fraud, we are offering, in Chicago, our "Just Say No to Scams" training. This free event will provide community educators, counselors, and other community-based direct service providers an opportunity to gather knowledge and resources to help protect their communities against ever-evolving scams and fraud. The training […]
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This comprehensive webinar equips financial counselors with the knowledge and confidence to effectively support service members and their families throughout the military lifecycle. Participants will gain a deep understanding of the unique financial systems, benefits, and challenges within the military environment and culture—from basic pay and allowances to deployments, PCS moves, and transitions to civilian life. Through real-world examples and […]
$50
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1 event,The Problem Gambling Specialty Endorsement for Financial Professionals program is designed to provide financial professionals/specialists/advisors of all kinds with a basic understanding of problem gambling/Gambling Disorder and subsequent gambling-related harms, focusing on financial harms. An Introductory module can be completed alone, focusing on the basics of problem gambling, how a financial professional can help someone affected by gambling-related harms, signs […]
$335
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