FPA Connect: A Therapeutic-informed Financial Counseling Approach to ‘Money Dysmorphia’: Reframing Perceived Financial Insecurity and Unlocking Healthy Financial Behavior

This session introduces a therapeutic-informed framework for understanding money dysmorphia—when clients experience a mismatch between their financial facts and internal sense of financial sufficiency. Money dysmorphia is not caused by financial instability, but by distorted self-perception rooted in comparison, fear, and ‘internalized scarcity’. Drawing on financial counseling and therapeutic tools,...

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Problem Gambling Specialty Endorsement for Financial Professionals

The Problem Gambling Specialty Endorsement for Financial Professionals program is designed to provide financial professionals/specialists/advisors of all kinds with a basic understanding of problem gambling/Gambling Disorder and subsequent gambling-related harms, focusing on financial harms. An Introductory module can be completed alone, focusing on the basics of problem gambling, how a...

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From Values to Practice: A Panel on Embedding Purpose in Your Financial Business

Join us for a dynamic panel discussion featuring four trailblazing women—financial advisors and money coaches—who are helping shape the future of values-aligned investing. These leaders will explore the rising interest in purpose-driven investing, particularly among women and younger clients. We'll dive into how each panelist integrates values-based approaches into their...

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Leveraging LinkedIn for Professional Growth

Join us on Tuesday, June 24th at noon ET, for this special Member Meet-Up as AFCPE Marketing and Communications Director, Tara Meehan, shares best practices for using LinkedIn to boost your professional presence. You’ll learn how to: Increase your online visibility Network with intention Ask for introductions through your first-degree...

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AFCPE Board Service: Info Session

AFCPE is seeking passionate, strategic professionals to fill open positions on the AFCPE Board of Directors for terms beginning January 1, 2026 - December 31, 2028. Join us on Thursday, June 5 at 11 am ET to learn more about board service and the nomination process. Our Board Nominations Committee...

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Education Office Hours

Do you have questions?  At AFCPE’s Education Office Hours, you can get answers from an expert!   Office Hours are ideal for AFC candidates and Essentials students who are struggling with the content or would like individual support.  For the best success, write down questions as they come up in your...

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Education Office Hours

Do you have questions?  At AFCPE’s Education Office Hours, you can get answers from an expert!   Office Hours are ideal for AFC candidates and Essentials students who are struggling with the content or would like individual support.  For the best success, write down questions as they come up in your...

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Helping Clients With Debt: Identifying and Recommending Safe And Effective Solutions

As the debt crisis continues to grow, more clients are left without support. But with so many options, and so many predatory players in the space, it can be hard to know what to recommend. This webinar is designed to help you confidently guide clients through difficult debt situations. We’ll...

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Medicaid and Military-Connected Families: Current Trends and Potential Pathways to the Future

Since its creation in 1965, Medicaid has played a vital role in providing health coverage for individuals and families with low incomes and special care needs. Over the past six decades, the program has significantly shaped the U.S. healthcare system by expanding eligibility and offering a wider range of services,...

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2025 AFCPE Symposium – In Person or Virtual

Reserve your spot for this year’s event either onsite or virtually. Gain new knowledge, open your mind to new perspectives, and exchange best practices with a community of individuals who share your passion for helping people achieve financial well-being! Phoenix-Glendale, Arizona | Renaissance Phoenix Glendale Hotel and Conference Center |...

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Military Series: Leave and Earnings Statement: Using the LES to Build a Financial Foundation for Military Members

Join us for an interactive webinar on how to use the LES as a tool to assist service members in understanding their current financial situation, as well as to open the door to deeper conversations that will help them reach their long-term financial goals. This session will also provide an...

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