Podcasts and Newsletters

Join us for a complimentary session and explore how to build a career in the different areas of the field of financial counseling and education (Private Practice, Nonprofit, Military/Government, Academia). Learn how to get started, identify centers of influence, extend your network, etc. This session will combine presentation with round...

November 09, 2018

4.5 CEUs for AFCPE certified professionals. The Cooperative Extension System provides non-formal education & learning activities throughout the country. It is essential to determine gaps in our work & find ways to bridge those on a national, state, & local level. This session will focus on how Cooperative Extension can...

November 09, 2018

3 CEUs for AFCPE certified professionals.  Session Details: While the needs of financial literacy/wellness programs vary depending on the stage a program is in, there are specific topics that are becoming more integral to function a successful program. As part of this pre-symposium, you will be broken into 4 groups...

November 09, 2018

3.5 CEUs for AFCPE certified professionals.  Session Details: Audience: Financial coaches, counselors, & educators who work directly with individuals & couples for whom credit is important (consumers & potential home buyers). Description: A 3-hour workshop that goes beyond the myths & tips of credit building in order to build a foundational understanding...

November 09, 2018

Out-of-the-box Financial Planning for Everyone *Not eligible for CEUs Continuation of the morning session. May also be taken as a stand alone training. *Designed for the public to attend. Topics Discussed: 1) How vehicle selection affects your finances 2) Return on Investment (ROI) of education 3) Student Loans 4) Social...

November 09, 2018

Out-of-the-box Financial Planning for Transitioning Military & Financial Professionals Based on lessons learned from the Military Transition Financial Wellness Program (MTFWP), this session goes beyond textbook programs. Professional development training: 1) Financial aspects of Servicemembers' transition to the civilian workforce or into higher education - Challenges faced by financial counselors...

November 07, 2018

The AFCPE® Symposium is an excellent opportunity to enhance your education & network with professionals in the field. We are thrilled to again offer on-site review courses for certification candidates. The AFC® On-Site Review course allows you to receive additional guidance in your study or expedite your path to certification....

November 07, 2018

November 12-13, 2018 9:30 AM - 4:30 PM ET Norfolk, VA 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...

November 07, 2018

Approved for 1 CEU for AFCPE and FTA professionals Dr. Chaffin will discuss what biases influence professionals and clients, and how we can overcome these biases as part of the financial planning process. Financial professionals will have a better understanding of behavioral issues that influence expert biases, client behavior, and...

November 07, 2018

4 CEUs for AFCPE certified professionals During this interactive session, you will gain skills to build your financial coaching practice. Bring a charged laptop & be ready to take action. Session Topics: Income & Pricing Models: How to: Set prices & packages for coaching services; Set-up different sources of income Coaching...

September 11, 2018

Out-of-the-box Financial Planning for Everyone Continuation of the morning session. May also be taken as a stand alone training. Based on lessons learned from the Military Transition Financial Wellness Program (MTFWP), this session goes beyond textbook programs. Topics Discussed: 1) How vehicle selection affects your finances 2) Return on Investment...

September 11, 2018

Approved for 1.5 CEUs for AFCPE Professionals Eddy Mentzer of the Spouse Employment and Career Opportunities program of the Department of Defense’s Family Readiness Policy will start this webinar by discussing the resources and tools this program has in place to support military spouses. He will cover the benefits and...

September 11, 2018