Podcasts and Newsletters
#AFCPE2023 Symposium Virtual Platform and Mobile App Walkthrough
#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
Read More >Education Office Hours
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
Read More >Education Office Hours
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
Read More >AFCPE Annual Business Meeting: Sharing our Strategic Plan
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
Read More >Credit as an Asset Bootcamp
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
Read More >Helping Clients Navigate High Consumer Debt
Helping Clients Navigate High Consumer Debt Between the high cost of everyday items and college education, everyday Americans are taking on debt to make ends meet. For many Americans, debt management is a skill most will have to learn and implement. However, while managing and paying off debt is often...
October 16, 2023
Read More >Helping Clients Overcome Financial Self-Sabotage
Helping Clients Overcome Financial Self-Sabotage Most approaches to budgeting leave people feeling frustrated and deprived which is understandable since they rely on philosophies that run counter to the psychology of human motivation. Not surprisingly, fewer than 30% of households keep a regular budget, and millions are sabotaging their long-term goals...
October 16, 2023
Read More >Preserving Financial Plans in the Face of Cognitive Decline
Preserving Financial Plans in the Face of Cognitive Decline This session is specifically designed for financial professionals to help clients who might experience cognitive decline as they age. By preparing for the possibilities ahead, individuals can live through retirement with peace of mind about their financial situation. Christine will present...
October 16, 2023
Read More >Bonus Webinar: Navigating Your Student Loans in 2023 and Beyond
Free Webinar: Navigating Your Student Loans in 2023 and Beyond There are a lot of changes happening in the student loan space. In this webinar, Tricia Kollath, CFP®, CPA, CSLP® will explore the most recent developments, upcoming deadlines, and how counselors can best support their clients in finding the best...
October 05, 2023
Read More >Practitioners Unite! Networking Coffee Chat
Practitioners Unite! Networking Coffee Chat Join us on Tuesday, October 10th at 1pm ET 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...
September 29, 2023
Read More >Member Meet-up: Ethics for AFCPE Members
Member Meet-up: Ethics for AFCPE Members In this webinar, we will break into small groups to explore some of the most controversial ethical scenarios from our last few Ethics trainings. Due to the nature of this training, space is limited and the session will not be recorded. Please do not...
September 29, 2023
Read More >Financial Therapy Association’s 2023 Conference
Financial Therapy Association's 2023 Conference FTA's 2023 Conference: "The Self of the Financial Therapist: Exploring the Importance of Inner Work and Self-Reflection as practitioners", takes place on October 5-7th in Charlotte, NC. Learn more and attend.
September 18, 2023
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