Podcasts and Newsletters
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...
May 19, 2025
Read More >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...
May 16, 2025
Read More >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...
May 12, 2025
Read More >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...
May 09, 2025
Read More >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...
May 09, 2025
Read More >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...
May 09, 2025
Read More >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,...
May 09, 2025
Read More >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 |...
April 29, 2025
Read More >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...
April 23, 2025
Read More >Understanding Financial Uncertainty and Military Suicide Risk.
This webinar equips financial counselors and military family service providers with the essential knowledge and skills to recognize the critical link between financial distress and suicide risk among Service members and their families. Identify stress-reducing financial supports, and how to foster long-term resilience through financial literacy and planning. Learners will...
April 21, 2025
Read More >FPA Connect: Budgeting for Happiness
Our clients (and we) don’t do a good job of spending money in a way that increases quality of life. This interactive webinar highlights a simple, practical, and empirically-supported method to budget for happiness. According to this “hedonic budgeting” method, expenses can be divided into four categories based on whether...
April 17, 2025
Read More >