Invitation to Present Opens in Mid March!

2020 Symposium Recordings

Recordings of General and Breakout Sessions are available on demand!

2020 Symposium Schedule

Check out last year's speakers and sessions! Invitation to Present for 2021 opens in March.

Previous Symposium Highlights

View past programs, proceedings, and pictures!



Carl Richards, CFP®

Behavior Gap


Michael Thomas, AFC®

Modom Solutions

Does Empathy Change Behavior?
Financial Empathy Solutions

Sonya Passi


Financial Security = Long-Term Safety:
How You Can Support Survivors of Intimate Partner Violence

Moderated by Jen Hemphill, AFC®


Dr. Billy Hensley

National Endowment for Financial Education (NEFE)

Financial Stress Amplified: Data From The COVID-19 Pandemic


AFCPE Symposium Scholarships

Scholarships are open to anyone who has a passion for this work, and a need for funding support, is encouraged to apply. There will be some funds designated for specific populations including nonprofit, military, people of color, and students.


Thank you for helping to make #AFCPE2020 a success!

Platinum Sponsors

Gold Sponsors

Silver Sponsors

Bronze Sponsors


  • Advantage Publications
  • AFCPE®
  • America Saves
  • Bama by Distance
  • Credit Builders Alliance
  • Edmit, Inc.
  • FDIC
  • FINRA Investor Education Foundation
  • Finanzas Al Máximo
  • Finlit
  • Funding the Future
  • Geben Communication
  • Guidefi
  • Intuit
  • JP Morgan Chase & Co.
  • NDI
  • National Endowment for Financial Education (NEFE)
  • Powerpay
  • SEC
  • Self, Inc.
  • Simply Paraplanner
  • University of Illinois Extension
  • Wealthtender
  • Wells Fargo
  • XY Planning Network
  • Zeiders Enterprises

Terri Bailey, AFC®

"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!"

Angela Mazzolini, AFC®

"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."

Kate Leiva, 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!"

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

"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!"


There are two ways to achieve AFCPE member status.

1. If you paid the annual professional member dues of $150 (or $100 for certification candidates or $35 for student members) for the current symposium year (2020), you are entitled to the member registration price. Check your AFCPE membership status at

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 2019, you are a member for 2020.

The certification program and membership are completely separate. Membership dues are paid annually. Membership dues are $150 for our professional members, $100 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 ($55). 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.

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

View the 2019 AFCPE Symposium proceedings here

Yes! You can purchase all the great content from #AFCPE2020.  

Organizations or individuals interested in supporting the AFCPE Symposium may contact Rachael DeLeon, Senior Director of Communications & Member Services, AFCPE. 

More details will be available when Symposium Registration opens in June 2021; however, historically, the Symposium is preapproved for 15 CEUs for AFCPE certified professionals.

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