Podcasts and Newsletters

Have you heard the commercials selling all kinds of consumer credit products? There are some good options but there are many more not so good options. Join the FAB team to learn what's being sold and how to shop for the best options.

June 11, 2021

Join Theresa Busher and Kelly Draggoo, Social Security Public Affairs Specialists, for a review of the spousal and survivor benefit eligibility rules. This presentation will explain who qualifies and how, and when/why the benefits are reduced. We will also answer questions about whether ex-spouses can qualify for spousal and survivor...

June 11, 2021

In last month’s FPA Connect webinar, The Personal Finance of LGBTQ Family Planning, we learned how complex and expensive family planning is for members of the LGBTQ+ community. This is just one example of the personal finance challenges facing this community. Join your fellow AFCPE® Members on Thursday, June 24th at noon for...

June 08, 2021

Dates: Monday, June 28th and Tuesday, June 29th from 2:00 - 3:30 pm (ET). Have you felt uncertain or confused when looking at a credit report? This course will provide an overview of the different types of credit reports (Business Division and Consumer Disclosure Reports), the Fair Credit Reporting Act...

May 27, 2021

Being a great financial counselor means knowing our limits and having a strong referral network to help clients meet their needs. Whether it be legal help, tax help, or even marriage counseling, creating a referral network is easier said than done, especially when best practice is to provide three recommendations...

May 19, 2021

In this webinar we will break down trauma-sensitive mentality and trauma-informed care, identifying synergies to leverage in financial counseling and coaching. Presenter: Heath F. Carelock, MPS, PMP®, AFC®

May 10, 2021

Earlier this month, AFCPE Members Garrett Philbin and Joshua Escalante Troesh hosted a virtual meet up, The Journey to Successfully Launching a Financial Coaching Business.  They walked through their best practices for starting your business, getting clients, and the lessons they’ve learned along the way. On Thursday, May 27 at noon ET, we’re...

May 10, 2021

Divorce can be a huge financial pitfall.  This webinar will identify the decisions that individuals and couples will face in divorce, as well as the options they have before, during and after the divorce process. Presenter: Claudia Cypher Kane, CFP®, CIMA®, CPWA®, ADPA®, CDFA®

May 07, 2021

Military consumers are still being targeted for COVID and other imposter scams. This webinar will equip participants with the skills to identify these types of scams and warn clients of red flags. Additionally, this webinar will address the process for reporting fraud and consumer complaints through the Federal Trade Commission...

May 06, 2021

In this month's AFCPE Virtual Member Meet Up we'll walk through best practices for starting and growing a successful financial coaching business! For the first half-hour, Joshua Escalante Troesh will present and answer questions related to starting a business and getting clients, beyond friends & family and referral partners. In...

April 26, 2021

This webinar will provide an overview of the Continuous Evaluation process (CE) and the Department of Defense (DoD) Consolidated Adjudications Facility’s (CAF) adjudicative process. DCSA’s Vetting Risk Operations Center (VROC) is growing as the department and continues to enroll more cleared individuals into Continuous Evaluation (CE). The VROC currently oversees...

April 22, 2021

2021 Navigating the AFC® Schedule: 2nd Wednesday of each month from 3:00-4:00 pm EST Whether you are a new or existing AFC® candidate, it is important to understand the requirements of certification. Join us for this informative webinar where we will discuss the “four E’s” of certification: Education, Exam, Experience, and Ethics. This is...

April 07, 2021