Podcasts and Newsletters

Wanna be an AFC®? July Webinar Are you interested in becoming an Accredited Financial Counselor (AFC®) but not sure if it’s right for you?  Join us for a no-pressure, informative session where we will give you all the information you need to make your decision. Bring your questions–we love an engaged audience!

January 10, 2024

Wanna be an AFC®? June Webinar Are you interested in becoming an Accredited Financial Counselor (AFC®) but not sure if it’s right for you?  Join us for a no-pressure, informative session where we will give you all the information you need to make your decision. Bring your questions–we love an engaged audience!

January 10, 2024

Wanna be an AFC®? May Webinar Are you interested in becoming an Accredited Financial Counselor (AFC®) but not sure if it’s right for you?  Join us for a no-pressure, informative session where we will give you all the information you need to make your decision. Bring your questions–we love an engaged audience!

January 10, 2024

Wanna be an AFC®? April Webinar Are you interested in becoming an Accredited Financial Counselor (AFC®) but not sure if it’s right for you?  Join us for a no-pressure, informative session where we will give you all the information you need to make your decision. Bring your questions–we love an engaged audience!

January 10, 2024

Wanna be an AFC®? March Webinar Are you interested in becoming an Accredited Financial Counselor (AFC®) but not sure if it’s right for you?  Join us for a no-pressure, informative session where we will give you all the information you need to make your decision. Bring your questions–we love an engaged audience!

January 10, 2024

Wanna be an AFC®? February Webinar Are you interested in becoming an Accredited Financial Counselor (AFC®) but not sure if it’s right for you?  Join us for a no-pressure, informative session where we will give you all the information you need to make your decision. Bring your questions–we love an engaged audience!

January 10, 2024

Wanna be an AFC®? January Webinar Are you interested in becoming an Accredited Financial Counselor (AFC®) but not sure if it’s right for you?  Join us for a no-pressure, informative session where we will give you all the information you need to make your decision. Bring your questions–we love an engaged audience!

January 10, 2024

Practitioners Unite! 5 Sectors of Professional Connections Join us on Tuesday, February 13th at 12 pm ET for a virtual networking coffee chat! These sessions are made successful by your ideas and interaction, so come ready to chat! This month will discuss professional connections within the 5 Sectors: Business, Education,...

January 10, 2024

Member Meetup: The Philosophical Paradigms and Behavioral Profiles in Financial Counseling—Understanding Advisor Impact Join us on February 6th at 12pm ET with Shawn Shahpari, AFC. We will delve into the diverse philosophical perspectives within financial counseling, discuss how advisors' beliefs shape their interactions with clients, and then introduce the DISC...

January 10, 2024

The Psychology of Money: Understanding Client’s Financial Decisions Recognition of the impact of psychology on financial decisions is ever-increasing, as is evidenced by the Certified Financial Planner (CFP®) Board’s recent decision to include components of psychology in the updated CFP® examination. This presentation will focus on behavioral finance and the...

January 08, 2024

Let's Collaborate - Building a Financial Coaching Practice Feeling overwhelmed by the prospect of starting a financial coaching practice? Why go it alone when we can join forces and explore the best practices together? Let's dive into the essentials of creating a successful financial coaching practice as we share insights,...

January 08, 2024

Military Series: Be a Transition Superstar! Helping Transitioning Service Members Fill In the Finances for Transition Gaps All servicemembers must go through a Department of Defense (DoD) standardized Finances for Transition class when they transition from military service through the mandatory Transition Assistance Program (TAP). However, the curriculum is the...

January 08, 2024