Smarter Seasonal Spending

  The holiday season can be a lot of fun, but it’s also often a time of huge financial stress.  This webinar will provide a cornucopia of tips and tricks for reducing seasonal spending stress for this year and many years to come. Presenter: Summer Red, AFCPE

Read More >
When Coaching and Culture Collide

  Did you know interrupting your client could cause a cultural collision? Not only is it rude, but some cultures view it as offensive. What are cultural collisions and how can you avoid them? Join Brandy Baxter as she discusses how coaches can steer clear of cultural collisions and establish...

Read More >
Coaching Essentials: February 2020 – Day 1

February 13 & 27, 2020 1:00 - 6:30 PM ET This is a 2-day event. Pre-Registration is required. We meet you where you are – supporting your professional development on your terms. You may already have a strong financial foundation and want to add coaching skills to your toolbox or maybe...

Read More >
Member Meet Up: The Value of Connection

One of the best parts of AFCPE Membership is how easy it is to connect with other professionals in our diverse and growing community! Curious about how to get more involved and meet new people? Have some tips to share? Join us on Tuesday, Nov. 5 at 12 PM ET...

Read More >
Expanding Credit Access with Experian Boost

Available on Demand Expanding Credit Access with Experian Boost - Tuesday, November 12, 2019 at 12 PM EST An overview of recent changes to credit reporting and credit scoring and an overview of Experian Boost, a new, free service that empowers consumers to get credit for paying their utility and...

Read More >
2019 AFCPE Symposium Live Stream

These are available on demand until Sept 30, 2020. Email Summer Red to order. $375 Non-AFCPE Members / $300 AFCPE Members Closing the Racial Wealth Gap: Promising Practices for Practitioners Panel Discussion Dedrick Asante-Muhammad, National Community Reinvestment Coalition; Pamela Capalad, CFP®, AFC®, Brunch & Budget; Dyalekt, Brunch & Budget; Darren...

Read More >
Member Meet Up: Job Opportunities by Career Paths

Learn what jobs are available for your career path and how to get them! Join members of the AFCPE Career Task Force for a virtual member meet up to discuss current job opportunities in Government, Military, Non-profit, Private Practice, and Education. In this meet up we'll discuss: Careers paths descriptions...

Read More >
Community Outreach Event

As an AFCPE professional, you have the opportunity to positively impact local individuals and help them “take charge of their financial future!” In conjunction with the 2019 AFCPE Symposium, AFCPE® is excited to work with Wells Fargo’s Hands on Banking – a free, non-commercial resource that teaches people in various stages...

Read More >
Gambling Disorders: Special Considerations for Service Members

Gambling Disorder: Special Consideration for Service Members Within the past 2 years, the Government Accountability Office (GAO) made a clear and strong recommendation that all branches of the military screen, assess and provide treatment for Gambling Disorder.  Furthermore, the most current Defense Department Authorization Act has mandated that all services...

Read More >
FPA Connect: The 5 Essentials Skills of an Exceptional Advisor™

  Most planners and advisors seek to have deeper relationships, build greater trust and have more effective relationships with their clients.  “The 5 Essential Skills™” presentation and training program came out of years of observation, experience and mentoring and training with other planners.  This webinar will explain why these skills...

Read More >