ABOUT THE SYMPOSIUM

Each year, the AFCPE Symposium brings together a diverse and inclusive community of professionals working across the personal finance field! Connect with new professionals and share research and ideas to help Empower and Impact the individuals and communities that you serve!

Invitation to Present: Accepting submissions through June 3, 2019

Student Knowledge Bowl: Accepting applications through April 15, 2019

AFCPE Symposium Registration: Opens June 2019

 

Approved for up to 15 CEUs for AFCPE® Certified Professionals

Invitation to Present
Details
Symposium Pricing
Details
Become a Sponsor or Exhibitor
Details
Previous Symposium Highlights
Details

2018 KEYNOTE PRESENTERS (2019 KEYNOTES TO BE ANNOUNCED!)

Margaret Sherraden

Financial Capability and Asset Building in Vulnerable Households

Michael Thomas

Why Financial Empathy Matters

Brent Neiser

Financial Stacking:
Easing the Financial Weight of Your World… While Paving a Path Toward Prosperity

Jorge Cham

Closing the Communication Gap

Yoram Bauman

What’s Funny about Finance?

SCHOLARSHIP OPPORTUNITIES

Financial
Counseling
Knowledge
Bowl

Application Deadline: April 15, 2019

Symposium
Student
Scholarships

Application Deadline: September 9, 2019

Symposium
Military
Scholarships

Applications Open June 2019

PRE-SYMPOSIUM TRAINING

November 17 & 18*

AFC Review & Exam
8 AM – 4 PM

 

The AFC® On-Site Review course allows you to receive additional guidance in your study or expedite your path to certification. The course will include an extensive review of the material, the opportunity to ask questions & the chance to take the exam while the material is fresh in your mind. Candidates will need to complete the readings & other study materials prior to the review.

November 17 & 18

Coaching Essentials
9:30 AM – 4:30 PM

 

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 or maybe you hold a coaching certification and want financial specific coaching training. Coaching is not a replacement for financial counseling or planning but a way of working with clients to support them in taking charge of their financial choices and implementing action plans.

Our training provides a clear process, with a focus on mastery of coaching skills allowing each individual to bring their own unique personality and expertise to the coaching relationship.

12 CEUs

SYMPOSIUM HOTEL AND TRAVEL

This year’s Symposium hotel, the Portland Marriott Downtown Waterfront, features a serene location on the Willamette River.

VENUE

Portland Marriott Downtown Waterfront

1401 SW Naito Parkway
Portland, OR  97201

GROUP RATES

$179/night + tax

2019 AFCPE® SYMPOSIUM SPONSORS

Want to become a symposium sponsor? Download our 2019 AFCPE® Symposium Sponsorship packet. 

Questions? Contact Director of Communications & Member Services, Rachael DeLeon.

Platinum Sponsor

Gold Sponsor

Silver Sponsor

Bronze Sponsors

LAST YEAR’S EXHIBITORS

Want to become a symposium exhibitor? Read our 2019 AFCPE® Symposium Sponsorship packet and contact our Director of Communications & Member Services, Rachael DeLeon.

  • AFCPE®
  • Armed Forces Services Corp
  • FINRA Investor Education Foundation
  • Garrett Planning Network
  • LifeWise Strategies / Money Habitudes
  • NEFE
  • The USAA Educational Foundation
  • Wells Fargo
  • XY Planning Network
  • Zeiders Enterprises
  • U.S. Securities and Exchange Commission
  • AccessLex Institute
  • Association of Military Banks of America
  • brightpeak
  • Consumer Federation of America – America Saves
  • Credit Builders Alliance
  • Federal Deposit Insurance Corporation
  • Kansas State University Global Campus
  • National Credit Union Administration
  • Nothing Funny About Money
  • University of Florida – Military Family
  • Learning Network – Personal Finance

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!"

FREQUENTLY ASKED QUESTIONS

AFCPE Annual Research and Training Symposium 2020
November 18 – 20, 2020
New Orleans, LA

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 (2019), 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 2018, you are a member for 2019.

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.

Yes. All symposium registrants are responsible for their travel and hotel arrangements. See Hotel & Travel section for more information.

View the 2018 AFCPE Symposium proceedings here. The 2019 AFCPE Symposium proceedings will be available early Fall.

Yes. To order recordings of our 2018 AFCPE click the links below:
General Sessions and select Breakout Sessions

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

By attending Symposium (Nov 19-21) and completing the survey in the #AFCPE19 Symposium app, attendees will earn up to fifteen (15) CEUs.

Please Note: More details will be sent out after Symposium by late November. 

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