Podcasts and Newsletters

2024 Tax Updates: What Service Providers Need to Know Tax laws can undergo changes in response to economic and societal factors. Given this, service providers play a crucial role as primary sources of guidance for service members. Staying well-informed ensures adherence to the latest tax regulations and helps identify strategies...

November 29, 2023

Applying the Financial Transitionist™ Model to Pro Bono Financial Planning: Establishing Alignment, Trust, and Communication with Clients Facing Life-Disrupting Events Pro bono financial planning often requires serving clients who are facing life-disrupting events. During these engagements, advisors must walk with their clients for a short interval of time to help...

November 20, 2023

FPA Connect: Cybersecurity in 2024: The latest threat actor techniques and the 5 top things you need to do TODAY to protect yourself Join us to learn the latest techniques to stay one step ahead of threat actors and protect your data as well as your client data. We will cover...

November 20, 2023

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