Podcasts and Newsletters
MFLN: Gender and Finance
Approved for 1.5 CEUs for AFCPE professionals Program Description: The first half of this webinar will explore research on relationships between gender and personal financial decision-making, including risk tolerance and financial behaviors. It will also examine the effects of gender on financial circumstances such as income levels. The second half...
April 08, 2019
Read More >FPA Connect: The Mission is More than the Money
1 CEU for AFCPE® Professionals Open to AFCPE & FPA Members With the number of children receiving special education services in schools across the country increasing, the demand for financial planning professionals to have an understanding of Special Needs Financial Planning is growing. This webinar is an introduction to complex special...
April 08, 2019
Read More >Personal Finance Seminar for Professionals
Approved for 7.0 CEUs for AFCPE professionals. Open to all professionals. Program Description: Participants will learn about today's most critical financial issues and how to turn information into consumer knowledge and action. The University of Maryland Extension invites you to the 31st annual Personal Finance Seminar for Professionals by watching...
April 08, 2019
Read More >2019 CASH Campaign Maryland Financial Education Summit
Approved for 2.5 CEUs for AFCPE certified professionals Please join financial education practitioners, researchers and stakeholders to consider how we can help Maryland adults gain the skills and confidence to meet their financial goals. This Summit is designed to allow educators to share their best teaching tools, methods and curriculum...
April 08, 2019
Read More >Financial Freedom for Prisoners: Reducing Recidivism
Approved for 1 CEU for AFCPE® Certified Professionals Financial illiteracy is an often overlooked factor in recidivism. Learn the importance of providing financial education to the prison population, as well as practical ways to effectively work with prisoners. Presenter: Sylvia Watford, AFC®, FFC® Cost: (AFCPE Members) - Free Cost: (Non-Members) - $50
April 04, 2019
Read More >FPA Connect: Effective Client Communication Starts with a Simple Question
1 CEU for AFCPE® Professionals Open to AFCPE & FPA Members This webinar will introduce a financial planner's view of integrating coaching skills in comprehensive financial planning. During this session three experienced financial professionals will share their perspectives on using coaching skills to enhance their services and client interactions. We will...
April 04, 2019
Read More >FTA: Supporting Clients through Tax Season
Approved for 1 CEU for AFCPE certified professionals Tis the season for filing taxes, and for many clients, that means 'tis the season for anxiety, avoidant behaviors, and denial as well. Financial Therapists are uniquely positioned to counsel clients during this time by anticipating client resistance in a few key...
April 04, 2019
Read More >Coaching Essentials: April 2019
Pre-approved for 12 CEUs for AFC & CFP certified professionals 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 you hold a coaching certification and want financial specific...
April 02, 2019
Read More >Test Calendar Addition
Event details can be added in this section. More information about your event.
January 29, 2019
Read More >2018 Personal Finance Year in Review
Approved for 1.5 CEUs for AFCPE professionals Objective: To provide a review of the financial events, legislation and news events that happened in 2018 that will impact personal financial management. Description: Our annual of the financial news stories, hot topics, legislation, and changes that impacted finances this year is presented...
November 09, 2018
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