Association of Financial Educators

inancial well-being. We strongly believe that by providing free financial education to the public, our collective communities benefit. Every day we work to match our advisor partners with companies and businesses whose employees are hungry for economic guidance and wisdom. As a team, we can fulfill our mission of helping people avoid common financial
pitfalls and assist them in making educated financial decisions for themselves and their families. About us and what we do:
• We are a 501(c)(3) nonprofit association of financial professionals who donate their time to give back to the
community.
• We work directly with the Consumer Financial Protection Bureau (CFPB) to conduct free financial education
workshops for companies and their employees.* The CFPB is federal government agency that regulates the
financial sectors of the U.S. as well as helps promote financial education for all individuals in the country.
• We’ve been doing this for well over a decade and have worked with thousands of companies during that time.
• Our workshops are designed to help people of all income brackets, from individuals living paycheck to paycheck
to those seeking more advanced information on investment strategies, market trends, retirement and more.
• Our workshops are designed to last anywhere from 30-45 minutes. We do this so that most employees can
attend during their lunch time and the impact to their work is mitigated.
• Our advisors are not allowed to sell or endorse any product or service of any kind during the workshops. Workshops are for educational purposes only.