Podcasts and Newsletters

Member Meet-up: Symposium Takeaways

November 10, 2023

Practitioners Unite! Networking Coffee Chat Join us on Tuesday, December 12th at 1 pm for a virtual networking coffee chat event! Connect with other financial professionals from various industries, exchange ideas, and expand your network—all from the comfort of your home. Engage in meaningful conversations, discover new opportunities, and build...

November 10, 2023

Who Is Your Client? Uncovering The Characteristics That Impact Finances As financial counselors, we frequently emphasize the educational aspect of estate planning. Incorporating emotional intelligence into our approach allows us to offer practical solutions and insights to our clients. Join us for a presentation on emotional intelligence and how it...

November 07, 2023

Wanna be an AFC? December 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...

November 01, 2023

Wanna be an AFC? November 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...

November 01, 2023

Safe and Savvy Online Shopping The popularity of online shopping has grown every year for good reason—greater selection (and often better prices), the ability to shop from virtually anywhere at any time, and delivery right to your door. This doesn’t mean online shopping is without risks: the potential for order...

October 27, 2023

Get jazzed up for #AFCPE2023! Each year, the AFCPE Symposium brings together a diverse and inclusive community of professionals working across the personal finance field. AFCPE Symposium is the intersection of financial education, research, and practice. The expertise and passion of our community make it an event like no other! Earn...

October 24, 2023

#AFCPE2023 Symposium Virtual Platform and Mobile App Walkthrough We want to give you a sneak peek at the 2023 virtual platform and mobile app before the AFCPE Symposium. Please register and join us on Thursday, November 16th at 12pm ET. Can't make it? No worries! This event will be recorded and the...

October 24, 2023

Education Office Hours for AFC® Candidates and Essentials Course Students Do you have questions from AFCPE professional development courses or the AFC® online self-study guide? At AFCPE’s Education Office Hours, you can get an answer from an expert! Office Hours are ideal for AFC candidates and Essentials students who are struggling with...

October 19, 2023

Education Office Hours for AFC® Candidates and Essentials Course Students Do you have questions from AFCPE professional development courses or the AFC® online self-study guide? At AFCPE’s Education Office Hours, you can get an answer from an expert! Office Hours are ideal for AFC candidates and Essentials students who are struggling with...

October 19, 2023

AFCPE Annual Business Meeting: Sharing our Strategic Plan All AFCPE Members are invited to join us virtually for the 2023 AFCPE Annual Business meeting. At this year's meeting, we'll unveil our 2024-2026 strategic plan, provide organizational and membership updates, and introduce you to new board leadership. Traditionally held at the...

October 18, 2023

Credit as an Asset Bootcamp Registration closes at midnight on Thursday, October 19, 2023 and seats are limited! CBA’s signature training, presented in bootcamp format that includes live, interactive Zoom learning sessions with additional required learning activities and quizzes online in the Training Institute. Learn more about how the American...

October 16, 2023