Podcasts and Newsletters

Join the FINRA Foundation and explore a variety of tools and resources that will help you better serve your clients and community. This webinar is free for members. $50 for non-members. Time: Noon ET Presenter: Shay Cook, MS, AFC®️, FFC®️ Financial Readiness Manager FINRA Investor Education Foundation

January 23, 2025

Are you passionate about advancing financial well-being through evidence-based practices? Join us on Monday, February 3rd at 3pm ET, for an exclusive webinar designed to introduce the Insight to Impact Initiative Grant—a unique opportunity to bridge the gap between research and practice in personal finance. In this session, you'll: Gain a...

January 22, 2025

Are you ready to play a vital role in advancing impactful financial research and practice? Join us on Wednesday, March 12th at 3pm ET, for the Insight to Impact Initiative Reviewer Training Webinar, designed for AFCPE Members interested in evaluating grant applications that drive meaningful change in the field of...

January 22, 2025

Celebrate Financial Literacy Month by joining our Education Coordinator, Jessie Jimenez, for a discussion on kids, feelings, and finances. Explore impactful resources, hear reviews provided by kids, and get applicable tips from a teacher with experience teaching preschool and middle school-age children. 50/Free for memebers

January 17, 2025

The psychology of financial planning challenges advisors to consider the planner-client relationship. By leveraging financial counseling’s softer skills, advisors can empower clients to stand on a firmer financial foundation with long-term stability. By focusing on those human elements, advisors can use a personalized and supportive approach to incorporate the counseling...

January 17, 2025

Losing a loved one is never easy, and it's a topic many of us tend to avoid. However, preparing for the eventual loss of a spouse is a powerful and meaningful gift to those left behind. Ensuring that both spouses understand what to expect in the event of death can...

January 14, 2025

Description: Please join us on Tuesday, February 11 at 3 PM ET for a special AFCPE Member Meeting. Agenda: Vote on new AFCPE Bylaws Meet your new AFCPE Board Members Learn all the ways you can get involved with AFCPE in 2025! Send us your questions! If you have questions about the...

January 13, 2025

Empathy-driven pro bono financial planning transforms underserved communities by providing more than financial advice. Advisors who integrate empathy deliver personalized support that addresses clients' emotional needs, building trust and fostering open communication. Serving pro bono clients with empathy ensures they receive both financial guidance and emotional support, which is crucial...

January 07, 2025

Financial trauma is an inherent part of working with people and money. In this webinar, we will explore what financial trauma is, how to recognize its symptoms in your clients, and practical steps to help them begin healing from its effects. Gain essential tools and insights to better support clients...

January 02, 2025

While military families experience lower rates of illicit substance use compared to the general population, substance use disorders (SUDs) remain a significant concern for many service members and their families. Those deployed to combat zones, under the age of 25, or coping with co-occurring PTSD are particularly vulnerable. This webinar...

December 16, 2024

As a professional, sometimes you get so busy inspiring others, you forget to turn that inspiration towards yourself! In the new year, you may feel that achieving your personal goals for your business, career, and personal development is daunting. This session is designed to help financial professionals create a plan,...

December 12, 2024

The ethics of care emphasizes compassion, empathy, and respect in client interactions, crucial for building trust and clear communication. Providers must often engage not only with clients but also with caregivers and supports, especially in long-term care for individuals with disabilities. Balancing empathetic care with professional boundaries is essential, yet...

December 11, 2024