Quality Providers Criteria
It is the mission of the Personal Finance Employee Education to promote and facilitate financial education in the workplace. We define financial education as the full range of financial education, including budgeting, credit and debt, savings, and investment. We also emphasize the need to verify measurable attitudinal and behavioral changes on the part of employees as a result of financial education efforts. Therefore, to become a quality provider your organization should meet the following standards:
- Provide full range of financial education
- Able to show evidence of behavior change
- Evidence of excellent business reputation
- Provide three references
- Have been in business full-time for five years
We require a $1500 processing fee and an annual renewal fee of $1000. Your annual renewal date will be the month when you are approved. The application and check should be sent to the Personal Finance Employee Education Foundation, 915 Castlehill Drive, The Villages, FL 32162.
Click here for Quality Provider application.
PFEEF is committed to ensuring that financial education in the workplace is delivered in an atmosphere free of preferences on the basis of race, color, ethnic origin, national origin, creed, religion, political belief, gender, sexual orientation, marital status, age, veteran status, or physical or mental disability. |
