Podcasts and Newsletters

Leaving full-time employment, particularly in later life, often requires a 180 degree turn in both mindset and behavior from the way people managed their time and money previously.  Whether someone is "flipping the switch" from full time work to retirement, or using the "dimmer switch" to phase into retirement, there...

November 27, 2019

From the internet to Google, Smart Phones, Amazon, Artificial Intelligence, and the Millennial Movement, life is changing at the speed of light.  How do we stay relevant, sensitive and in-tune with the changing trends and challenges our clients face?  In this webinar, we’ll look at how can we best grow...

November 27, 2019

  This annual webinar is a look back at the financial trends, stories, legislation and events that shaped the economy and family finances in 2019, as well as a discussion of the upcoming changes in 2020. Dr. Barbara O’Neill has hosted an annual personal finance review for the Military Families...

November 12, 2019

  We all know the importance of diversity and inclusion, but many managers are still unsure about how to create an inclusive financial services practice or how to best serve diverse clientele. In this session, CERTIFIED FINANCIAL PLANNING certification candidate, financial coach, and FPA Diversity Scholarship Awardee, Cait Howerton, AFC®...

October 31, 2019

  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

October 31, 2019

  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...

October 31, 2019

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...

October 18, 2019

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...

October 15, 2019

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...

October 14, 2019

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...

October 11, 2019

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...

September 18, 2019

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...

September 17, 2019