Podcasts and Newsletters

Ethics can be complex, especially when working under multiple ethical codes. This webinar will explore balancing personal ethical codes and the Uniform Code of Military Justice through real life application exploration. Presenter: Heather Baker

August 05, 2021

The transition from military to civilian life can be challenging in many of ways, especially financially. In this webinar, the Department of Defense Office of Financial Readiness and the Military to Civilian Transition Office will conduct a train-the-trainer session on using the department’s Financial Planning for Transition curriculum. Presenters will...

August 05, 2021

Every Financial Counselor and Coach has developed best practices for working with their clients and managing their business. From gathering client information, to choosing the best technology and software, and everything in between, this is not something that can be figured out overnight. Join us on Thursday, August 26th at...

August 03, 2021

Have you considered starting a nonprofit to reach more individuals and communities in need of personal finance education and counseling? Join us on Tuesday, August 3rd for an introduction to the world of Nonprofits! From defining your mission, setting up your structure, understanding funding strategies and day to day operations,...

July 23, 2021

COVID-19 transformed our traditional face-to-face relationship model overnight. Clients that were hesitant to meet virtually, have learned that a zoom session and live webinar is not as bad as they expected, and prospects recognized they no longer need to shake hands before becoming clients. Some would say that the advancements...

July 21, 2021

Dates: Wednesdays, September 8th - October 13th, 2021, 2:00 - 3:30 pm ET The course will occur over six live webinars. Each webinar will be recorded and available for viewing 24 hours after the live event. Credit as an Asset is CBA’s signature training that leverages the expertise and experience...

July 13, 2021

The Health Savings Account (HSA) is a strong financial planning tool.  In this webinar, Jackie Cummings Koski, a certified Health Savings Account expert (HSAe) will share her extensive knowledge of HSAs, including a comprehensive view of how HSAs (Health Savings Accounts) work and ways they can be optimized whether your...

July 01, 2021

How much are you worth anyway? We'll take basic budgeting to the next level and discuss assets and liabilities to help calculate your net worth.

June 29, 2021

Insurance plays an important role in our financial lives. Join us for this informative session where we will learn about the following types of insurance: auto, life, renter's, health, and disability.

June 29, 2021

Summer is here and it’s the best time to make new connections! Join us Thursday, July 22nd at noon for Continuing Conversations. We are changing up the format this month and are giving you time to just meet and connect with fellow AFCPE members. We provide the questions, you bring...

June 28, 2021

Brought to you by the Diversity, Equity and Inclusion Task Force, this session will provide a better understanding of the emotional side of financial counseling to help you become more emotionally aware and actively empathetic in order to create positive long-lasting effects on your clients’ financial mindset and behaviors. Join...

June 23, 2021

No matter what your financial outlook is after leaving school, the concept of financial health is an important step towards long-term financial success. In today's session, we will learn about: salary expectations versus reality, understanding paycheck deductions and how to increase your earning potential and review employer benefits.

June 11, 2021