Podcasts and Newsletters
When is a Financial Counselor Required to Register as an Investment Advisor?
This month's Member Meet-up is available to everyone. Here's your chance to get a sneak peek at an awesome member benefit! As a financial counselor you may encounter clients who want your advice on their 401(k) or other investments they may have. Receiving compensation in connection with providing advice on investments...
October 05, 2020
Read More >A Double Pandemic: Domestic violence and financial abuse in the age of COVID-19
We can add yet another public health crisis to the toll of COVID-19: domestic violence. Mounting data suggests that violence in the home has increased under the conditions created by the coronavirus pandemic—heightened emotional and financial stress, forced togetherness, and isolation from friends and outside family members. The National Coalition...
September 18, 2020
Read More >The Power of One: Building A Financial Wellness Program With Limited Resources
This webinar explores the opportunity to build a successful and thriving financial wellness office with a small department, in this case a single individual. How do you make the best use of your time and resources to have the most impact? How do you gain the attention of the largest...
September 09, 2020
Read More >Credit as an Asset Webinar Series
The workshop is designed to help financial coaches and counselors enhance their understanding of credit building as an asset building strategy as well as best practices in credit education. This interactive workshop will provide participants with an opportunity to learn from each other and credit experts about the growing field...
August 31, 2020
Read More >Get Connected. Get the Job. Know your Worth.
Join the AFCPE Career Task Force as we dive into: The importance of connecting with your network during your job search Interviewing skills best practices, and Leveraging professional development opportunities. If you're a student, young professional, or preparing for a career change, don't miss this meet-up! Presenter: AFCPE Career Task...
August 24, 2020
Read More >Resources for Addressing Food Access in Military Families
Food insecurity describes a household’s inability to provide enough food for every person to live an active, healthy life. Food insecurity is one way we can measure and assess the risk of hunger. In the United States currently, 1 in 9 people struggle with hunger. This webinar discusses the resources...
August 24, 2020
Read More >2020 AFCPE Research and Training Symposium
If you believe in a future where all people — regardless of income or background — deserve financial security through the highest quality financial counseling, coaching and education, then the AFCPE® Symposium is the place to find your people! At the AFCPE Virtual Symposium, you will: Gain valuable knowledge, information, and...
August 20, 2020
Read More >Financially Empowering Widows
Death of a spouse hands down has been proven to be the most stressful life event one can experience. Widowhood is such an intense transitional experience that widows need strong support but at the same time married friends often become distant, other friends are simply uncomfortable and often family members...
August 19, 2020
Read More >Introduction to College Finance Essentials
Curious about AFCPE’s new essentials course, College Finance Essentials? You’re in luck! On Tuesday, Sept 9, join Ryan Law, CFP®, AFC® and the AFCPE Education team for a free 30 minute webinar that will: Give you a sneak peek of the course’s 16 modules Test your college finance savvy with...
August 17, 2020
Read More >September Member Meet Up – Edmit Demo: Making Wise College Financial Decisions
AFCPE has partnered with Edmit, an online platform that helps students/families achieve their educational goals without taking on too much student debt. Edmit’s platform, micro-course, and customized support helps to: Improve the ROI (Return on Investment) of college. Estimate the true cost of college, including the amount of financial and merit...
August 17, 2020
Read More >Preparing for the True Cost of Floods and Other Natural Disasters
This webinar will discuss how to help clients become financially prepared for natural disasters in general and for floods in particular. We will share resources and tools to use when talking to clients about preparing for a flood and about what to do after a flood. Presenters: Kelly Bronowicz and...
August 05, 2020
Read More >Student Financial Aid 101
The Financial Aid process can be a knot of frustration for many. This webinar is designed to untangle that knot. Join us as we highlight the process for students to acquire funding for their post-secondary education. We will clearly define financial aid, explain each type, and the different sources. By...
August 04, 2020
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