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
Financial Capability and Asset Building in Vulnerable Households
Why Financial Empathy Matters
Easing the Financial Weight of Your World… While Paving a Path Toward Prosperity
Closing the Communication Gap
What’s Funny about Finance?
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
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.
This year’s Symposium hotel, the Portland Marriott Downtown Waterfront, features a serene location on the Willamette River.
Portland Marriott Downtown Waterfront
1401 SW Naito Parkway
Portland, OR 97201
$179/night + tax
Want to become a symposium sponsor? Download our 2019 AFCPE® Symposium Sponsorship packet.
Questions? Contact Director of Communications & Member Services, Rachael DeLeon.
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.
- Armed Forces Services Corp
- FINRA Investor Education Foundation
- Garrett Planning Network
- LifeWise Strategies / Money Habitudes
- 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
- 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
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!"
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.
Organizations or individuals interested in supporting the AFCPE Symposium may contact Rachael DeLeon, Director of Communications & Member Services, AFCPE.
Please review AFCPE’s Symposium Cancellation Policy.
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.