Podcasts and Newsletters

Presenters from CFPB offices will provide resources for protecting your finances  during the coronavirus pandemic. CFPB staff will also share downloadable educational resources for practitioners and consumers.  Presenters from the following CFPB offices will present: Office of Financial Education, Office of Servicemembers Affairs, Office for Older Americans, the Section Students...

April 22, 2020

This webinar will teach ways for older and younger generations to communicate effectively with each other. Presenter: Julie Johnson, XY Communication

April 20, 2020

Credit reporting and scoring are constantly evolving to adapt to changes in consumer protection laws, consumer and economic patterns, and the business needs of lending institutions. Recent developments in credit scoring and in the credit industry, particularly the implementation of new consumer protections, policy changes, and the growing use of...

April 20, 2020

Providing care for an aging parent can exact a high emotional toll on families. Aging adults’ needs can also be costly. Join us as we explore the expected and unexpected financial costs that come with caring for an aging parent. This webinar will touch on resources available to those who...

April 16, 2020

Open to AFCPE certified professionals & AFC candidates who have passed their AFC Exam. Join Rebecca Wiggins, AFCPE Executive Director, to learn more about the new virtual counseling and coaching initiative just launched in partnership with Yellow Ribbon Network and generously funded by Wells Fargo Foundation. If you haven't signed...

April 13, 2020

The Coronavirus pandemic has created an unprecedented economic crisis for people across the globe. AFCPE Certified Professionals are uniquely qualified to work with those who have been affected. In Part 2 of this overview of the CARES Act, we will cover eviction/rent relief, mortgage forbearance/foreclosure, and help for small businesses....

April 09, 2020

The Coronavirus pandemic has created an unprecedented economic crisis for people across the globe. AFCPE Certified Professionals are uniquely qualified to work with those who have been affected. The CARES Act offers assistance for Americans in the form of stimulus checks, student loan debt relief, a moratorium on evictions and...

April 03, 2020

Join us for a live question and answer session to help you navigate your personal finances during this economic and humanitarian crisis. We’ll answer your personal finance questions from what to do after job loss to checking your beneficiaries and everything in between. Worried about navigating stimulus checks, retirement, student...

April 01, 2020

In this presentation, Envestnet | MoneyGuide Account Manager Andre Garvin demonstrates how MyBlocks help to deepen the investors relationship with their advisor, counselor or coach through behavioral nudges to influence and encourage the “right” course of action. MyBlocks is the future of planning which offers hyper-customization of the financial planning experience and...

March 23, 2020

Do you know the signs of elder abuse? This interactive webinar will discuss the different types of elder abuse, the signs of abuse, and what to do if one has concerns or suspects abuse. Participants will have the opportunity to contribute via activities designed to help attendees understand the difference...

March 19, 2020

As we all navigate the uncertainties of COVID-19 and the inevitable economic fallout, our clients are going to need our support and guidance. Join Lisa Kirchenbauer, CFP®, RLP®, CeFT® as she helps us practitioners understand what clients really need to hear right now, and how we can prepare ourselves to...

March 19, 2020

  What do you do if your client is a victim of financial elder abuse?  What if your client is the perpetrator of financial elder abuse?  These are just a couple of many possible ethical challenges a financial counselor, planner, or advisor might encounter in their career.  Even with the best intentions,...

March 10, 2020