Bridging the Gap: Building a Community of Financial Well-being


2017 AFCPE® Research and Training Symposium


AFCPE Pre-Symposium and FTA: Monday, November 13 - Wednesday, November 15
AFCPE Symposium: Wednesday, November 15 - Friday, November 17
Schedule Subject to Change

Title: Technology Solutions for Today's Financial Counselors, Coaches and Customers
Thursday, November 16th, 2017
"Technology Solutions for Today's Counselors, Coaches and Customers" will be an interactive session showcasing best practices in applying technology to improve the practice of financial counseling and coaching, as well as technology-based strategies for customers to increase financial knowledge, facilitate positive behavior change and achieve strengthened financial security. The session will begin with Ignite-style presentations from both presenters and move to facilitated group discussion, allowing participants to share ideas about using technology in their customer sessions, document best practices and identify helpful tools.



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