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These programs cover a diverse range of subjects related to financial counseling, coaching, planning and education to fit your specific area of expertise.

Please review the Guide to Maintaining Your Certification to learn more about CEU requirements, the approval process and retention of certification. For learning opportunities available anytime, please see our On-Demand Programs. 

Interested in being a presenter for an AFCPE Professional Development webinar? Click here!

ON DEMAND WEBINARS/COURSES

Financial Therapy Master Series: Available February 7, 2024 – December 31st, 2025 3.5 CEUs

Couples and Money: Available February 8, 2024 – December 31st, 2025 2.5 CEUs

Treating Financial Trauma: Available February 7, 2024 – December 31st, 2025 2 CEUs

Upcoming Events

March 2024

March 27 @ 11:00 am

Future Proof Your Practice This presentation will leverage strategic foresight tools and teach attendees how to identify disruptors to a financial professional’s business. Dr. Baxter teaches a principle called STEEPLE, which is a foresight analysis tool to identify trends that could interrupt your business. Learn how to change these disruptors…

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Mind and Money: Connecting Mental Health and Financial Well-Being This webinar establishes the connection between financial and mental health, addressing its relevance for individuals, couples, and families. We explore how emotional well-being influences financial choices, as well as the reciprocal impact of financial decisions on emotional state. Stress, anxiety, and…

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Military Series: Be a Transition Superstar! Helping Transitioning Service Members Fill In the Finances for Transition Gaps All servicemembers must go through a Department of Defense (DoD) standardized Finances for Transition class when they transition from military service through the mandatory Transition Assistance Program (TAP). However, the curriculum is the…

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April 2024

UMSSW’s Financial Social Work Initiative (FSWI) is launching its next online version of the Financial Social Work (FSW) Certificate Program through UMSSW’s Continuing Professional Education (CPE) Office in March 2023! It will meet an identified need for greater financial capability and empowerment knowledge on the part of social workers who…

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Top 10 Insights To Master The Human Side of Advice Every advisor knows that working in financial advice requires more than an understanding of numbers. It requires an understanding of people. We work with emotional human beings on the emotionally charged topic of money. Yet, we don’t get taught the…

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Keys to Effective Teaching/Learning: Financial Counselors as Teachers and Learners Celebrate Financial Literacy Month by joining our Education Coordinator, Jessie Jimenez, for a discussion of current teaching and learning techniques. Find out what works and what doesn't, and why it is not helpful to ask people about their learning styles. Whether looking…

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