Register for the 2021 AFCPE Virtual Symposium 

November 15-19, 2021

15 CEUs for AFCPE Certified Professionals

We deliberated long and hard before making the decision to go virtual for 2021. We know that it’s hard to replace the high fives, handshakes, and hugs that come with the live event. But if 2020 taught us anything, it’s that we can create magic, connection, and community – even at a distance.

Why Attend? 

  • To gain valuable knowledge, information, and resources to better support your clients, students, and communities.
  • To hear from industry experts on the newest research in personal finance and learn how to apply these findings to your work.
  • To share new perspectives and exchange best practices with those who share your passion for helping people and your demand for excellence.

BONUS:Your registration includes 2022 AFCPE Membership – so you can keep learning, connecting, and growing all year long!

Pricing and Registration

Pricing for AFCPE Members, non-Members, Students, and more.

Symposium Schedule

Plan your week. Check out the schedule at a glance. 

Become a Sponsor

Share your resources. Support our mission.

Previous Symposium Highlights

View past programs, proceedings, and pictures!



Dr. Brad Klontz, CFP

Brad Klontz, Psy.D., CFP®

Lauryn Williams, AFC, CFP

Lauryn Williams, CFP®, AFC®

Edgar Villanueva

Edgar Villanueva

Tim Lucas

Tim Lucas

Shawna Beal, MA

Shana Beal, MA

CCarlisle ABA headshot

Corey Carlisle, AFC®, M.Sc. 


Monday, November 15:

4 PM ET:
Welcome Reception & Mixologist

6 PM ET: AFCPE Tells Stories: My Greatest Financial Mistake…

Get to know members of the AFCPE family in a whole new way!

Inspired by the podcast Cringe and the international storytelling series The Moth, this evening event hosted by Colin Ryan, comedic financial speaker, will feature credentialed financial experts sharing stories of their greatest money mistakes (maybe even stories they’ve never shared publicly till now). When you hear their stories, you’ll feel better because you’ll feel less alone! And you’ll feel better that you aren’t them! 😉 But mostly you’ll be reminded that expecting perfection, avoiding vulnerability and taking ourselves too seriously get in the way of our growth.

You’ll laugh, wince, relate, and walk away with a sense of the power of owning and sharing your own money story. 

Tuesday, November 16: 

5 PM ET: Nathan Burton’s Vegas Magic Show

Direct from the Las Vegas strip, Nathan Burton’s virtual show incorporates interactive magic, immersive tricks, and surprising illusions in ways never before seen online!


Wednesday, November 17:

6 PM ET: Carter Hulsey Concert, brought to you by Funding the Future

Carter Hulsey is an Alternative-Rock/Americana singer-songwriter from Nashville, Tennessee. Carter blends honest lyrics, catchy melodies and undeniable hooks to create a passionate, energetic live show he has performed all over the world.

Aside from his passion for music and the arts, Carter cares deeply about young people getting a fair chance at life. Because of this, he happily devotes his time and energy to Funding the Future.

Thursday, November 18: AFCPE’s Got Talent

What’s your special talent?  Singing, dancing, telling jokes, doing back flips – the sky is the limit! 

If you are planning to attend this year’s Symposium, you are invited to share your talent with us! We’re compiling the best of the best (that’s you!) into a very special show, brought to you by AFC co-hosts, Shay Cook and Mia Russell.


Thank you for helping to make #AFCPE2021 a success!

Platinum Sponsor

Gold Sponsors

Wells Fargo Logo

Bronze Sponsors


Exhibitor registration is open!


  • Advantage Publications
  • AFCPE®
  • America Saves
  • Association of Military Banks of America (AMBA)
  • Bama by Distance
  • College Aid Pro
  • Credit Builders Alliance
  • Datapoints
  • Elements
  • eMoney Advisor
  • FinLit
  • FINRA Investor Education Foundation
  • FreeFrom
  • Funding the Future
  • Lifewise Strategies / Money Habitudes
  • MoneyStack
  • My Wealthy Wellness, LLC
  • National Disability Institute (NDI)
  • National Endowment for Financial Education (NEFE)
  • Powerpay
  • Private College 529 Plan
  • SEC
  • Wells Fargo
  • XY Planning Network
  • Zeiders Enterprises


Have you written a book? Do you want to share it with AFCPE Symposium Attendees? Now is your chance!

AFCPE Book List: This year, we will have a special resource page at the virtual Symposium to allow authors to promote their work. This page may also include a link to purchase your book!

AFCPE Book List + “Meet the Author” Session: This option allows you to be featured in the Book List AND invites you to take part in a “meet the author” session. We’ll give you a virtual booth during a designated time, providing attendees the opportunity to connect with you directly!

More information available on the Symposium Registration Form.

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!"


2021 AFCPE Symposium
Virtual Event
November 15-19, 2021

2022 AFCPE Symposium
Orlando, FL – Wyndham Orlando Resort
November 16-18, 2022

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 2020 AFCPE Symposium proceedings here.

Yes! If you register for the 2021 AFCPE Symposium by November 19, 2021, you will receive access to the Symposium virtual platform until October 2022. This includes recordings of our general and breakout sessions, and 2022 AFCPE Membership!

If you register after November 19, you will gain access to all the recordings, but your registration will not include 2022 AFCPE Membership.

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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