Save the Date:
November 18 – 20, 2020, New Orleans, LA


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!

Approved for up to 15 CEUs for AFCPE® Certified Professionals

General Session Recordings
Symposium Pricing
Previous Symposium Highlights


Harriet Dominique  

7 Leadership Lessons

Dedrick Asante-Muhammad

Promising Practices: Closing the Racial Wealth Gap


Promising Practices: Closing the Racial Wealth Gap 

Saundra Davis

Promising Practices: Closing the Racial Wealth Gap 

Pamela Capalad 

Promising Practices: Closing the Racial Wealth Gap

Yolanda Jackson 

Promising Practices: Closing the Racial Wealth Gap

Darren Liddell

Promising Practices: Closing the Racial Wealth Gap

Ellie Kay 

The Science of Laughter

Gary Mottola 

The Financial Capability Gap – What is it and what does it mean?

Shay Cook 

The Financial Capability Gap – What is it and what does it mean?

Ida Rademacher

Inclusive Growth: The Backbone of American Prosperity


Symposium Scholarships for AFCPE Certified

Professionals and Candidates who have attempted the exam.

Applications Open Summer 2020.


Applications Open Summer 2020.


Application Opens March 2020.


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.

*Lunch provided.

November 17 & 18

Coaching Essentials
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.

*12 CEUs for AFCPE and CFP certified professionals.

November 19

Financial Education: Our Time Has Come
8 AM – 12 PM

This annual professional development opportunity is designed for Extension professionals who are also AFCPE members. The Cooperative Extension Service provides non-formal education and learning activities throughout the country. It is essential for states to work together to determine national needs and focus. This pre-symposium will focus on how we can build our network of financial education professionals to address current and emerging issues in the field.

*4 CEUs for AFCPE certified professionals. Breakfast and lunch provided.

November 19

5 Financial Faux Pas that Keep Consumers in Debt For-Ev-Er
9 AM – 11 AM

This 2-hour workshop for financial coaches, counselors, and educators introduces a simple & practical 5-step checklist to implement with clients & consumers to put their finances on a sure & steady foundation for success. Without addressing these 5-steps, consumers are sure to end up in debt long-term.

*2 CEUs for AFCPE certified professionals. Coffee provided.

November 19

Higher Education Financial Wellness
8:30 AM – 11:30 AM

This session is for those in higher ed &/or wanting to learn more about student financial issues.
Part I: Student Financial Wellness: With rising costs of college, students make decisions in order to persist. Decisions range from forgoing a social activity to whether they can eat or afford housing. This session uses research to emphasize issues facing students.

Part II: Student Loans: This session will include discussions on student loan misconceptions, repayment, and Parent PLUS loan effects on families.

*3 CEUs for AFCPE certified professionals. Breakfast provided.

November 19

AFCPE® Ethics
8:00 AM – 10 AM

Refresh your knowledge of AFCPE’s Code of Ethics and Standards of Practice, while evaluating tricky ethical scenarios. If you have a real-world scenario to share, bring it along to discuss!

*This training satisfies AFCPE’s Ethics CEU requirement for AFCPE Certified Professionals. Coffee provided.

November 19

Career Path Exploration
8:30 AM – 10 AM

 Join us for a complimentary session and explore how to build a career or explore different areas in the various fields of financial counseling and education (Private Practice, Nonprofit, Military/Government, Academia).

Learn how to get started, identify centers of influence, extend your network, etc.  
This session will combine presentation with round table discussions providing attendees an opportunity to explore areas of specific interest in more depth. 

*Space is limited.

November 21

Community Outreach Event

In conjunction with the 2019 AFCPE Symposium, AFCPE® is excited to work with Wells Fargo’s Hands on Banking – a free, non-commercial resource that teaches people in various stages of life about the basics of responsible money management – and AFCPE® certified professionals to host a community  outreach event on Thursday, November 21, following the 2019 AFCPE Symposium. In its fourth year, this event is a unique way to give back to the local community we are visiting!

As an AFCPE professional, you have the opportunity to positively impact local individuals and help them “take charge of their financial future!” We aim to connect up to 100 low-income members of the Portland community with a qualified financial professional. You’ll have the opportunity to provide 1:1 unbiased financial education and guidance, as well as tools and resources to help them achieve their financial goals! Interested in volunteering? Please sign up on the Symposium registration form.

Have questions? Email Rachael DeLeon.


This year’s Symposium hotel, the Portland Marriott Downtown Waterfront, features a serene location on the Willamette River. Some breakout sessions will be held at The Porter Portland.


Portland Marriott Downtown Waterfront

1401 SW Naito Parkway
Portland, OR  97201

The Porter Portland, Curio Collection by Hilton

1355 SW 2nd Ave, Portland, OR 97201

*2 minute walk from the Marriott


Want to become a symposium sponsor? Download our 2019 AFCPE® Symposium Sponsorship packet. 

Questions? Contact Director of Communications & Member Services, Rachael DeLeon.

Platinum Sponsor

Gold Sponsor

Silver Sponsor

Bronze Sponsor

Contributing Sponsor


  • AccountPatrol
  • AFCPE®
  • Bama by Distance – The University of Alabama*
  • Consumer Financial Protection Bureau (CFPB)
  • Credit Builders Alliance
  • Credit Karma
  • Enrich / iGrad, Inc
  • FDIC
  • Federal Employee Education and Assistance Fund (FEEA)
  • Federal Trade Commission
  • FINRA Investor Education Foundation
  • Garrett Planning Network
  • Kansas State University Global Campus
  • LifeWise Strategies / Money Habitudes
  • LoanBuddy
  • MFLN Personal Finance
  • National Credit Union Administration
  • National Disability Institute
  • National Endowment for Financial Education (NEFE)
  • (Stock-Trak)
  • Sacred Money Studios
  • SaverLife
  • Self, Inc.
  • UGA Financial Planning*
  • The USAA Educational Foundation*
  • The University of Illinois Extension*
  • U.S. Securities and Exchange Commission
  • Utah State University Extension – PowerPay
  • Wells Fargo
  • XY Planning Network
  • The Yellow Ribbon Network
  • Zeiders Enterprises
* Virtual Exhibitors

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!"


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

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 2019 AFCPE Symposium proceedings here

Yes. You can order live stream and recordings for our 2019 General Session Speakers.

Organizations or individuals interested in supporting the AFCPE Symposium may contact Rachael DeLeon, Director of Communications & Member Services, AFCPE.

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. 

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