Podcasts and Newsletters

Student loans are one of the primary ways to fund an education, yet this debt can often have a detrimental effect on the borrower’s finances for the long term. Join Consumer Action for a two-part train-the-trainer series on student loan debt. The free 90-minute trainings will focus on the disparities...

May 08, 2023

As an evidence-based practitioner, Evan will be presenting research initially published in the Journal of Financial Planning. He will guide financial planners through an evidence-based client communication cadence. This presentation will cover how frequently you should discuss investments, planning, clients’ hobbies, and other important topics. He’ll also discuss how often...

April 27, 2023

Dr. Michael Thomas uses the platform of empathy and compassion to illustrate how diversity and inclusion efforts are most effective from a place of empathy - not sympathy. During this talk, Dr. Thomas unpacks the differences between empathy and sympathy, the effects on diversity and inclusion based on these lenses,...

April 27, 2023

Financial Counseling for Clients in Urban Settings Join Gwen Hartstein, an AFC Candidate who counsels clients in New York City, in a discussion of the many financial considerations facing those who live in cities. Living in an urban setting changes a person's needs, including what type of housing is available, how...

April 21, 2023

If a client does not return our smile or avoids eye contact, we might assume that the client does not like us or trust us. In fact, smiling and eye contact are behaviors that differ across cultures. While we often think of culture in terms of ethnicity and nationality, it...

April 17, 2023

Book Study: The Psychology of Money 30-minute weekly meetings TBD The Psychology of Money explores how money moves around in an economy and how personal biases and emotional factors play an important role in our financial decisions, as well as how to think more rationally and make better decisions when...

March 30, 2023

Education Office Hours Do you have questions? 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 the content and would like individual support. For the best success, write down questions as they...

March 22, 2023

Education Office Hours Do you have questions? 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 the content and would like individual support. For the best success, write down questions as they...

March 22, 2023

Education Office Hours Do you have questions? 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 the content and would like individual support. For the best success, write down questions as they...

March 22, 2023

Education Office Hours Do you have questions? 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 the content and would like individual support. For the best success, write down questions as they...

March 22, 2023

Education Office Hours Do you have questions? 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 the content and would like individual support. For the best success, write down questions as they...

March 22, 2023

Education Office Hours Do you have questions? 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 the content and would like individual support. For the best success, write down questions as they...

March 22, 2023