Learn how AFCPE Membership can benefit your work and your career! – Learn More


These programs cover a diverse range of subjects related to financial counseling, coaching, planning and education to fit your specific area of expertise.

Please review the Guide to Maintaining Your Certification to learn more about CEU requirements, the approval process and retention of certification. For learning opportunities available anytime, please see our On-Demand Programs.

Upcoming Events

September 2019

September 19 @ 12:00 pm

For many, a medical diagnosis can create financial concerns and stressors that make focusing on their treatment challenging.  This session will equip advisors with tools and resources to help patients, their families and caregivers create a path toward financial stability during an uncertain time. Presenter: Melanie Hardee Registration Coming Soon!

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September 24 @ 1:00 pm

This interactive training session will highlight the various public benefits that can help support individuals’ resource planning and overall financial security, including cash assistance programs, food stamps, Social Security income and more. It will also answer questions such as: Who should apply for public benefits? How can benefits be used?…

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October 2019

Every year SFE&PD hosts a professional development conference to bring educators, researchers and other professionals in the financial education sector together to network and develop new strategies to increase the financial literacy of Americans nationwide. Join us for a unique SFE&PD conference this fall! At our 12th Annual Conference, financial…

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November 2019

AFC Review and Exam

0.0 CEU(s)
November 17 @ 8:00 am

The AFC® On-Site Review course allows AFC certification candidates to receive additional guidance in your study or expedite your path to certification. The course includes an extensive review of the material, the opportunity to ask questions, and the chance to take the exam while the material is fresh in your…

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November 17 @ 10:00 am

Pre-approved for 12 CEUs for AFC & CFP certified professionals 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…

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November 19 @ 8:00 am

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

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