Podcasts and Newsletters

Bringing together cutting-edge research from Ledger and up-to-date information from the Commodity Futures Trading Commission, this webinar will provide participants with a foundational understanding of cryptocurrency. Dr. Chris Wilmer will be training on what cryptocurrency is, how it works, and current research trends, while Mr. Dan Rutherford will be introducing...

August 23, 2021

Every researcher has a unique story to tell. And it's your story that your audience wants to hear! If you are planning to present at the AFCPE Symposium, or a future conference or event, please join us for a virtual meet up on Tuesday, September 7 to learn how to...

August 23, 2021

The AFCPE Strategic Impact Fund has allocated up to $125,000 to provide capacity building scholarships to community-based organizations focused on bridging gaps of inequality with the highest standards of financial counseling and education. The deadline for groups to apply is September 30, 2021. If you are a group interested in...

August 19, 2021

Active listening, or seeking first to understand, is a critical skill for all financial professionals to develop. Active listening will help you engage, empathize with, and truly connect with your clients. In this interactive webinar Ryan H. Law, CFP® AFC®, will discuss the importance of seeking first to understand your...

August 05, 2021

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