2018 AFCPE® Research and Training Symposium

Engaging an Integrated and Inclusive Community of Personal Finance Professionals

November 14 - 16, 2018

Norfolk, VA


Invitation to Present Submissions due by June 1, 2018

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

Order recordings of our 2017 AFCPE General Sessions and select breakout sessions!

2017 Keynote Presenters


Closing the Racial and Gender Wealth Gap: Panel Discussion


Closing the Racial and Gender Wealth Gap: Panel Discussion


Closing the Racial and Gender Wealth Gap: Panel Discussion

De La Cruz-Viesca

Closing the Racial and Gender Wealth Gap: Panel Discussion

Moore, CFP®

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

Huston, PhD

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

Britt-Lutter, PhD, CFP®

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


Bridging the Gap: From Education to Behavior Change


The Art of Connection: Bridging Communication Gaps with Clients

2017 AFCPE Symposium Sponsors

Platinum Sponsor

Gold Sponsor

Silver Sponsors

Bronze Sponsors

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

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®

Order 2017 Recordings

Frequently Asked Questions

What are the dates and locations for future symposiums?

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 (2018), 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 2017, you are a member for 2018.

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 $135 for our professional members, $85 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.

How do I access this year’s proceedings?

View the 2017 AFCPE Symposium proceedings here.

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

Yes. Click here to order 2017 AFCPE Symposium Recordings.

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 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.

Back to Top