Podcasts and Newsletters
2025 Annual Business Meeting
Join us, Monday, October 27 at 3 PM ET. AFCPE’s annual business meeting provides AFCPE Members with an update on the state of the organization. We will share and highlight program updates, new initiatives, impact stories, and work happening by members like you! We will also be conducting a vote...
October 19, 2025
Read More >2026 Tax Updates: What Service Providers Need to Know
Military life presents unique tax considerations for service members and their families, whether on active duty or in the reserves. This webinar is designed to equip service providers and financial counselors with the knowledge they need to better support the military community. Participants will learn when military pay and benefits...
October 17, 2025
Read More >Behind the Diagnosis: Easing the Financial Toxicity of Cancer
Financial toxicity is a common and devastating result of a cancer diagnosis. Defined by the National Cancer Institute as the adverse financial consequences experienced by patients and their families due to the high costs of medical care, financial toxicity can include both direct expenses—such as treatment costs, premiums, and copays—and...
October 10, 2025
Read More >October Member Meetup: Continuing the Conversation – Best Practices: Real Life
Join us Tuesday, October 7th for a conversation about how sometimes financial counseling best practices and real-life collide. AFCPE is excited to invite members to continue the insightful discussion that began during the September 18th webinar hosted by Kate Mielitz. Come to the October meet up ready to share your...
September 23, 2025
Read More >FPA Connect: Advanced Techniques in Credit Counseling: Leveraging AI for Success
This session will identify the four critical credit questions to maximize credit scores and explore how artificial intelligence (AI) can be applied within credit counseling to strengthen core counseling skills and enhance client outcomes. Participants will learn how to integrate AI responsibly into the client engagement process, including gathering and...
September 02, 2025
Read More >Flexible Spending Accounts: Tools for Service Members
This webinar provides a comprehensive overview of the two types of Flexible Spending Accounts (FSA) available to Service members and their families: Health Care FSAs and Dependent Care FSAs. Participants will learn how to enroll and manage these accounts and what expenses are eligible. The session also covers Service member-specific...
August 18, 2025
Read More >Virtual Member Meetup Networking Coffee Chat: Peer Support & Current Issues
Join us on Tuesday, August 26tth at 12pm ET, for a casual, come-as-you-are coffee chat with fellow practitioners. This is an open space to connect, share, and get support from peers who understand the work you do. Whether you’re navigating a tough client situation, seeing new trends in the field,...
August 14, 2025
Read More >Navigating Ethical Dilemmas as an AFC: Real-World Application of the Code of Ethics
Cultivate ethical decision-making skills essential for Accredited Financial Counselors® (AFC) in this interactive course. Delve into the standards of practice governing AFCs, exploring real-world scenarios and case studies. Through engaging discussions and activities, participants will gain a deep understanding of ethical principles and their application in financial counseling. Equip yourself...
August 11, 2025
Read More >Military Series: Unlocking Veteran Benefits: Understanding VA Disability
This session will explore one of the most abundant resources afforded to Veterans at the federal level – the VA disability claims process. This webinar provides a brief overview of the claims process, discusses how military financial counselors can educate service members with shared foundational knowledge, and examines financial options...
August 11, 2025
Read More >FPA Connect: Best Practices: Real Life
Accredited Financial Counselors and Certified Financial Planners are, before anything else, human. Recognizing that humanness can sometimes cause strife internally. We are trained in giving informed advice, often “best practices", and helping clients move forward in steps and leaps, based on the research-grounded training that defines our profession. What happens,...
August 11, 2025
Read More >Empowering Clients Through Financial Wellness: The Vital Role of Accredited Financial Counselors
Financial wellness is essential to overall well-being, and AFCs are key to helping clients achieve it. In this session, we’ll explore how AFCs can provide impactful support through retirement planning, budgeting, and financial goal-setting. Presenters: Ritu Jethani, Meghna Gangwani
August 11, 2025
Read More >Sometimes I Feel like a Therapist: Strategies for Helping Clients through Difficult Issues
As a financial professional, you may encounter clients facing emotional stress or crises, making it feel like you need the skills of a therapist—even when you're not trained as one. In this session, Dr. Kristy Archuleta, a Licensed Marriage and Family Therapist and Certified Financial Therapist™, offers practical strategies for...
August 07, 2025
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