You’ve got 2026 AFCPE Symposium questions. We’ve got answers.
We’ve tried to make this list of Frequently Asked Questions as comprehensive as possible. If you can’t find an answer to your question, no worries. Email events@afcpe.org.
Event Basics
The AFCPE® Symposium is an annual 3 day conference intersecting financial education, research, and practice. It brings together a diverse and inclusive community of people working across the personal finance field. Come to connect, to learn, and to grow. Exchange ideas to help empower and impact the individuals and communities that you serve. Our diverse and inclusive community is a hallmark of AFCPE.
Symposium helps bridge the gap between:
- Research, Education, and Practice
- Financial Knowledge and Behavior Change
- Issues of Systemic Inequality
- Professionals across the Financial Services Continuum
AFCPE Symposium will take place in the Washington D.C. Metro area from Tuesday, November 17th through Thursday, November 19th at the Marriott Bethesda North.
Stay tuned for the schedule of events announcement for 2026 Symposium.
Registration and Pricing
Yes! Members can access their Symposium savings promo code via their myAFCPE portal.
It’s never too late to become a member. Add Membership and save on future events at my.afcpe.org/membership/get!
At the time of Symposium registration, please check your myAFCPE.org Membership dashboard. If it says “Your Membership has been paid!” you are entitled to the $150 discounted member registration price. Check your AFCPE membership status at my.afcpe.org. There’s still time to add Membership and save at my.afcpe.org/membership/get!
Student rate is available to university or college students studying full-time at the undergraduate (at least 12 credits), graduate (at least 9 credits), or PhD (at least 3 credits) level. For students currently enrolled at an AFCPE Registered Education Program, exceptions may apply. Students must meet requirements at the time of Symposium.
All Student Attendees will be prompted to upload a copy of their most current “unofficial” transcript. This is a requirement as part of registration.
Please review AFCPE’s Symposium Cancellation Policy.
All Student Attendees will be prompted to upload a copy of their most current “unofficial” transcript. This is a requirement as part of registration.
Hotel and Travel
AFCPE Symposium will take place in the Washington D.C. Metro area from Tuesday, November 17th through Thursday, November 19th at the Marriott Bethesda North.
Marriott Bethesda North – Attendee Block: Rate is $239 plus taxes per night, cut off date is 6pm ET, Friday, October 23, 2026
Canopy by Hilton Washington DC Bethesda North – Rate is $209 plus taxes per night – cut off date is Monday, November 26, 2026
Sponsorship and Exhibiting
By sponsoring the AFCPE Symposium, you support AFCPE’s mission and commitment to excellence in the field of personal finance, the education and advancement of our professionals, and the incredible impact that our professionals make in the lives of individuals, families, and communities worldwide.
Interested in becoming an AFCPE Symposium sponsor? Learn more here!
Exhibiting gives you incredible access to a diverse group of personal finance professionals across research, education, and practice. Our attendees are change-makers – creating impact in the lives of their communities each and every day.
Expand your network, share your resources, and become part of our connected community!
Interested in becoming an AFCPE Symposium sponsor? Learn more here!
Presenting and Professional Development
The window to apply to present for the 2025 Symposium has closed. Be on the lookout for submitting to present for 2026 in early Spring of 2026!
All presenters were required to register for and attend the 2025 AFCPE Symposium. Our Invitation to Present will open on March 17th.
In 2024, accepted presenters received a 25% discount code that was applied at the time of Symposium Registration. (Maximum three discounted registrations per submission)
If you’re attending Symposium in person, OR virtually it is preapproved for 15 CEUs for AFC® Certified Professionals.
CFP® Professionals: 15 CFP CEs. CEs are pre-approved for the calendar year in which Symposium is held.your organization here.
Yes! The application window for Symposium scholarships runs from June 15th, 2026 through July 20th, 2026.
The AFC® On-site Review & Exam at Symposium is a live review session where you can learn with your peers and take the AFC exam with the content fresh in their head. While we would love to have you join us for Symposium after the review, Symposium registration is not required.
12 hours of review over 2 days and the opportunity to test on site with everything fresh in your mind.
Lunch is provided on both days; breakfast and dinner are on your own. Exam fee paid separately.
Onsite review fees for 2025 were $750 or $600 for AFCPE Members* – Registration available through the main Symposium Registration
*Does not include AFC exam fee, travel, or lodging. Must be a current AFC candidate.
Email certification@afpce.org for more information.
Sure! We have prepared a letter for you to share with your supervisor to persuade them to approve your attendance. Download the letter here.
Certificates and Documentation
The Certificate of Attendance lives on the Symposium Profile Home
Click here to access for those that attended the 2024 Symposium.
It is strongly recommended that you click on the link from your computer. If you open the link from a smartphone, the file will be found in your download files on your phone.
Once on the home page, the button is there to download their own.
Recordings and Access
Yes! 2025 Symposium in-person and virtual attendees will soon have access to 80 hours of recorded continuing education including insightful keynote speeches, breakout sessions, poster hall recordings, and a robust on-demand library available through June 30th 2026. Click here to view recordings portal.
If you didn’t attend 2025 Symposium and would like to purchase recordings, please do the following:
Purchase Symposium Recordings: Click to Log into the Symposium Platform
Access to the recordings will be available until June 30th 2026.
Yes, it is not too late! Purchase the 2024 Symposium Recordings here →
Become an AFCPE Member today and save! https://my.afcpe.org/membership/get
If you didn’t attend 2025 Symposium and would like to purchase recordings, please do the following:
Purchase Symposium Recordings: Click to Log into the Symposium Platform
Access to the recordings will be available until June 30th 2026.
Did we miss anything? We are here to help.
Please contact events@afcpe.org for Symposium information and to ask additional questions.
We are excited to see you at this year’s event!
AFCPE Harrassment Policy
AFCPE® is dedicated to providing a harassment-free Symposium experience for everyone, regardless of gender, gender identity and expression, sexual orientation, disability, physical appearance, body size, race, age and/or religion. Read more.
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