2017 AFCPE® Research and Training Symposium

Bridging the Gap: Building a Community of Financial Well-being

November 15 - 17, 2017

Paradise Point Resort
San Diego, CA

Registration & Pricing

The AFCPE Annual Symposium is a unique opportunity to network, share ideas and make lifelong connections in the field of financial counseling. Join us and share in the knowledge and research of some of the finest educators, researchers and practitioners in the field.

Up to 15 CEUs for AFCPE Certified Professionals

2017 Keynote Presenters


Dedrick
Asante-Muhammad

Closing the Racial and Gender Wealth Gap: Panel Discussion

Thomas
Shapiro

Closing the Racial and Gender Wealth Gap: Panel Discussion

Sabrina
Terry

Closing the Racial and Gender Wealth Gap: Panel Discussion

Melany
De La Cruz-Viesca

Closing the Racial and Gender Wealth Gap: Panel Discussion

Alan
Moore, CFP®

Serving the Other 95%: Bridging the Gap Between Financial Counseling, Coaching and Planning

Sandra
Huston, PhD

Bridging the Gap Between Research & Practice with the "Broccoli Banter"

Sonya
Britt-Lutter, PhD, CFP®

Bridging the Gap Between Research & Practice with the "Broccoli Banter"

Kristen
Berman

Bridging the Gap: From Education to Behavior Change

Colin
Ryan

The Art of Connection: Bridging Communication Gaps with Clients

Become an Exhibitor or Sponsor


The AFCPE Symposium provides exhibitors and sponsors with the unique opportunity to:

  • Share Resources
  • Enhance Visibility
  • Make Connections
  • Expand Impact

in the field of financial counseling, coaching and education. Our diverse audience consists of financial and service professionals working in financial education, research and practice. through out the country and the world.

Download the Sponsorship Packet for more information on Sponsor and Exhibitor opportunities.

Pre-Symposium Trainings & Events


November

13 & 14

AFC® On-Site Review and Exam
Monday: Full Day Review / Tuesday: Morning Review, Afternoon Exam

The AFC® On-Site Review Course provides additional guidance in your study and an expedited path to certification. You will have the opportunity to review the course material with highly qualified instructors, ask questions, and take the exam while the material is fresh in your mind. With historically high exam success rates, this is a great option for AFC certification candidates.

Monday, November 13 (full-day review) and Tuesday, November 14 (morning review, afternoon exam)

November

13 & 14

Coaching Essentials
Monday: 9 AM - 4 PM / Tuesday: 9 AM - 4 PM

Our clients often struggle with taking action on their financial plans and as a profession, we have come to the realization that knowing better ≠ doing better when it comes to financial behaviors. In a coaching engagement, your client is actively involved in creating solutions and implementing an action plan that works for them. Coaching is not a replacement for financial counseling or planning but a way of working with clients to support them taking charge of their financial choices and implementing action plans.

This 2-day, 12 hour training is highly interactive and experiential.You will learn about the philosophy and principles of coaching, and practice applying the skills and techniques in financial conversations.

Coaching Essentials may be taken as a stand-alone professional development training or be applied toward the Financial Fitness Coach (FFC) certification.

Pre-requisite: ACC, AFC®, CFP®, ChFC®, CFA®, CPA® 

Questions? Email Ashlee Abraham

Approved for 6 CEUs for AFCPE certified professionals

November

13 - 15

FTA Annual Conference 2017: Becoming a Financial Therapist: Eight Domains for Practice & Research
Monday: 1 PM - 6:45 PM / Tuesday: 8 AM - 8:30 PM / Wednesday: 8 AM - 12:30 PM

The Financial Therapy Association is co-locating their 2017 Annual Conference alongside the 2017 AFCPE® Research & Training Symposium as a way to provide AFCPE members with additional resources that address emotional and relational aspects present within financial counseling practices.

Do you want to expand your practice and reach by incorporating financial therapy?

The FTA's Board of Director's is very excited to announce the ongoing development of a certification in financial therapy. The 2017 Annual Conference will serve as a platform for introducing our progress, as well as to provide attendees with foundational knowledge that serves as the basis of the practice of financial therapy. 

By attending the conference, you can begin a pre-certification process through obtaining up to 16 hours of foundational training. This training will contribute to future certification requirements. Additionally, as a 2017 attendee, you will receive additional benefits, including: an official certificate of completion for up to 16 hours of training in financial therapy and a discount on your future application for certification.

Learn More

Register for AFCPE and FTA and receive $100 off your registration cost! 

Approved for 16 CEUs for AFCPE certified professionals

November

15

Impactful Financial Education: How Cooperative Extension is Making a Difference
7:30 AM - 1:15 PM

As financial educators and practitioners, we need to provide impactful programs and communicate those specific consumer impacts to our constituents at a local, state, and national level. However, providing the evidence of impact can be challenging. As an atendee at this pre-symposium, you will take an active role to increase your knowledge and confidence for communicating the value of family resource management programming. You will learn ways to evaluate, communicate (by using infographic and storyboarding techniques), and gather our collective impacts to better tell the Extension story. The session format includes short keynote presentations, round table conversations, and fast-paced Ignite-like presentations.

This session will be of interest to all AFCPE professionals, especially Extension professionals and those who work directly with clientele in counseling and/or community settings.

Learn More - Event Agenda

Approved for 5 CEUs for AFCPE certified professionals

November

15

Debt Pilots Society
8:00 AM - 12:00 PM
A four-hour workshop addressing debt elimination and repayment options from self-pay strategies to third-party approaches, culminating in the steps involved in bankruptcy. You will learn the advantages and disadvantages of the various options that clients can access for eliminating debts.
Approved for 4 CEUs for AFCPE certified professionals

 

November

15

Student Money Management Center (SMMC)
8:30 AM - 11:30 AM

Gain insights to new trends in financial wellness that can help you with your efforts. This session will be led by experts in the field from different institutions and different institution types from around the country. Topics covered: financial wellness and mental health, assessing student financial progress, expert panel, and student panel.

 


Approved for 3 CEUs for AFCPE certified professionals

November

15

Career Path Exploration
10 AM - 11:30 AM

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 table discussions providing attendees an opportunity to explore areas of specific interest in more depth.
 

*Space is limited

Here’s what people are saying about our AFCPE® Research and Training Symposium.

Attending the annual AFCPE Symposium allows me to network with other professionals from around the country. I leave the symposium re-energized about my work, and I can’t wait to put all I have learned into practice back home.

Angela Mazzolini, AFC®

At the AFCPE Symposium, I feel validated and enriched by a community of like-minded professionals who really want to help people. Most of us spend our time focused on others, but for those few days, we get to focus on our own professional development, learning and networking. It’s a great feeling!

Kate Leiva, AFC®

I love this conference. I always come home with some new, practical advice to improve my programming. Usually I come home with more ideas for new things than I can accomplish!

Pam Atkinson, AFC®, Consumer Economics Educator, University of Illinois Extension

This symposium was a game changer! It opened my mind to new ideas and mechanisms to carry into my work with clients. The icing on the cake — meeting colleagues and making new friends!

Terri Bailey, AFC®

Register Now

Hotel and Travel


Details

Date:
November 15–17, 2017

Event Category:
Symposium

Event Program:
TBD

Registration

Transportation: 

The hotel is located in the center of Mission Bay just 15 minutes from the San Diego Airport, with taxi fares totaling approximately $20-$30. Taxis, shuttles and ride shares Uber, Lyft, etc) are available at all airport terminal curbsides for service to our Mission Bay hotel, and prior arrangements are not required.

For guests using their personal vehicle or a rental car, the hotel offers reserved doorstep parking directly outside guest rooms for $17 (negotiated rate) car per night for added convenience and safety.

Google CalendarNovember 18, 2016November 20, 2016America/Detroit2016 AFCPE Research & Training SymposiumThe AFCPE Annual Symposium is a unique opportunity to network, share ideas and make life-long connections in the field of financial counseling. Join us and share in the knowledge and research of some of the finest educators, researchers and practitioners in the field.Hyatt Regency Jacksonville-Riverfront iCal ExportNovember 18, 2016November 20, 2016America/Detroit2016 AFCPE Research & Training SymposiumThe AFCPE Annual Symposium is a unique opportunity to network, share ideas and make life-long connections in the field of financial counseling. Join us and share in the knowledge and research of some of the finest educators, researchers and practitioners in the field.Hyatt Regency Jacksonville-Riverfront

Venue

2017 AFCPE Symposium Hotel

Paradise Point
1404 Vacation Road
San Diego, CA 92109
855-516-1090

Block Rate - $159 per night (plus tax) Resort fee waived

Hotel Ammenities: Family Friendly

Offering a state-of-the-art fitness center, full-service marina, five swimming pools, and various sport courts and recreational activities , this year's resort offers fun for symposium attendees or your whole famiily!
Learn More

*The AFCPE Symposium hotel is almost full. Please stay tuned for overflow hotel information!

Reservations

2017 AFCPE Symposium Sponsors


Platinum Sponsor

Gold Sponsor

Silver Sponsor

Bronze Sponsors

Want to become a symposium partner or sponsor? Contact our Communications Director, Rachael DeLeon.

Frequently Asked Questions


What are the dates and locations for future symposiums?

AFCPE Annual Research and Training Symposium 2018
November 14–16, 2018
Norfolk, VA

AFCPE Annual Research and Training Symposium 2019
November 19–21, 2019
Portland, OR

How do I know if I should pay the member or non-member rate for the symposium?

There are two ways to achieve AFCPE member status.

1. If you paid the annual professional member dues of $125 (or $75 for certification candidates or $35 for student members) for the current symposium year (2017), you are entitled to the member registration price. Check your AFCPE membership status at my.afcpe.org

2. If you attended the symposium the previous year, you automatically received a complimentary membership for the following year. For example, if you attended the AFCPE Symposium in 2016, you are a member for 2017.

Am I a member of AFCPE since I paid my certification annual fee?

The certification program and membership are completely separate. Membership dues are paid annually. Membership dues are $125 for our professional members, $75 for our certification candidate members and $35 for AFCPE student members.

If you have successfully completed the certification program, you will pay an annual fee to maintain your designation ($50 for AFC or $65 for CHC). If you would like to become a member in addition to maintaining your designation, you would need to pay both the certification annual fee and the membership dues annually.

If I am presenting at the symposium, do I need to register for the symposium?

Yes! Please remember that anyone who will be attending the symposium needs to register.

Do I need to book my hotel room and make my own travel arrangements?

Yes. All symposium registrants are responsible for their travel and hotel arrangements. Make a reservation.*
*Limited quantity room block available.

How do I access this year’s proceedings?

The current year’s symposium proceedings will be posted at least one month prior to the event.
You can view the 2016 AFCPE Symposium proceedings here.

I can't attend this year's Symposium. Do you record the sessions?

We will record the General Session speakers. Order the 2016 AFCPE Symposium recordings here.

I would like to be an Exhibitor and/or Sponsor of the AFCPE Symposium. What opportunities are available to me?

Organizations or individuals interested in supporting the AFCPE Symposium may download our Sponsorship Packet or contact Rachael DeLeon, Communication Director, AFCPE.

I registered for the Symposium or pre-symposium programming, but can no longer attend. Can I get a refund?

AFCPE's Refund Policy. Note: Exact dates/times are subject to change, please refer to our symposium registration form for any updates/changes to this policy.


Details

Google CalendarNovember 18, 2016November 20, 2016America/Detroit2016 AFCPE Research & Training SymposiumThe AFCPE Annual Symposium is a unique opportunity to network, share ideas and make life-long connections in the field of financial counseling. Join us and share in the knowledge and research of some of the finest educators, researchers and practitioners in the field.Hyatt Regency Jacksonville-Riverfront iCal ExportNovember 18, 2016November 20, 2016America/Detroit2016 AFCPE Research & Training SymposiumThe AFCPE Annual Symposium is a unique opportunity to network, share ideas and make life-long connections in the field of financial counseling. Join us and share in the knowledge and research of some of the finest educators, researchers and practitioners in the field.Hyatt Regency Jacksonville-Riverfront

Venue

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