Podcasts and Newsletters
Client Communication & Counseling
Client Communication & Counseling Texas Tech University School of Financial Planning Using self-discovery, this course will explore and apply theory, counseling fundamentals, and communication techniques for effective interactive client communication in financial planning and counseling. Addresses personal relationships with money, including emotions, beliefs, and behaviors.
December 13, 2022
Read More >Helping Clients Prepare for Tax Season
Helping Clients Prepare for Tax Season Tax season can be tough for both counselors and clients. This webinar will focus on how you can help your clients prepare for tax season, including the questions you will want to ask your clients before meeting, the documentation clients will need to gather,...
December 08, 2022
Read More >FPA Connect: Creating Trust and Transparency in the Client Relationship
FPA Connect: Creating Trust and Transparency in the Client Relationship Transparency in financial planning is a powerful way to build client trust and engagement, arguably the foundation of a successful client relationship. Unfortunately, mistrust has been baked into consumers’ consciousness for some time, causing many to question if financial professionals...
November 28, 2022
Read More >Helping Clients Overcome Money Anxiety
Helping Clients Overcome Money Anxiety Ryan Law, CFP® and AFC®, is the Director of the Utah Valley University (UVU) Money Success Center. An award-winning educator, teaching financial counseling courses as part of the Personal Financial Planning Program at UVU, Ryan is also the author of the book “Student Loan Planning” and co-editor of...
November 23, 2022
Read More >The Psychology of Money: Understanding a Client’s Financial Decisions
The Psychology of Money: Understanding a Client’s Financial Decisions Dr. Mary Bell Carlson, CFP®, AFC® is a financial behavior expert and a well-known speaker and author. Mary has worked in both the military and government sectors for over a decade, helping improve her clients’ personal finances. Mary founded Chief Financial Mom.com, a...
November 23, 2022
Read More >Practitioners Unite: Sharing Our Symposium Experiences & Takeaways
Practitioners Unite: Sharing Our Symposium Experiences & Takeaways Come share your Symposium experiences. We’ll talk about everything from our favorite presentations and top takeaways. You’re sure to leave with new things to consider and a list of must-watch recorded presentations. The conversation will be led by Meghan McInnes, AFC® This...
November 23, 2022
Read More >December Member Meet Up: Making the Most of the Your Member Benefits
December Member Meet Up: Making the Most of the Your Member Benefits AFCPE's Member Engagement Coordinator, Amy Smith, will be walking through the new platform so you can make the most out of your member benefits! This session will be recorded.
November 23, 2022
Read More >Exploring AFCPE Ethics 2023
Exploring AFCPE Ethics 2023 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 webinar will not be recorded. Please do not register unless you are...
November 23, 2022
Read More >FPA Connect: Understanding Cryptocurrency and Other Digital Assets
FPA Connect: Understanding Cryptocurrency and Other Digital Assets Educating about digital assets requires an understanding of the underlying technology. What are they? How do they work? And, what new risks do they present? It also requires applying the traditional lessons of risk management, diversification, rebalancing, counterparty risk, liquidity risk, fraud...
October 17, 2022
Read More >POSTPONED: Helping Clients Prepare for Tax Season
POSTPONED: Helping Clients Prepare for Tax Season Webinar rescheduled to Thursday, January 26th at noon ET: Learn More & Register Tax season can be tough for both counselors and clients. This webinar will focus on how you can help your clients prepare for tax season, including the questions you will...
October 17, 2022
Read More >Practitioners Unite! Member Coffee Chats
Grab your favorite afternoon coffee/tea/pick-me-up & Join us Tuesday, October 11th at 1 pm ET for Practitioners Unite! Member Coffee Chats We received great feedback after last month's networking session and we want to continue to offer members a space to connect, engage, and get to know each other. This month's Practitioners Unite! session...
September 29, 2022
Read More >Helping our Aging Parents: Lessons We’ve Learned – Session 3 of 3
In our third and final session: “Helping our aging parents”, we’ll use what we learned in the first two sessions to help you navigate the tricky aspects of obtaining the proper legal documents, working with your care team to make important medical decisions, and finally, taking care of yourself physically...
September 29, 2022
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