AFEA | American Financial Education Alliance Email Format
Financial ServicesNorth Carolina, United States11-50 Employees
The American Financial Education Alliance is a nonprofit organization providing financial literacy workshops to local communities across the United States. It operates with a no-selling approach, ensuring sessions are educational and do not promote products or services, and the workshops are presented as general education rather than investment, tax, legal, or financial advice. Instructors are licensed professionals with a minimum of five years of real-world experience who receive training suitable for education in a nonprofit setting. Based in Charlotte, North Carolina, AFEA is recognized by the IRS as a 501(c)(3) nonprofit charitable organization and maintains a diverse, growing membership of professionals including attorneys, financial advisors, realtors, mortgage specialists, insurance and investment specialists, CPAs, and health and wellness experts. The organization's stated goal is to provide the highest level of financial education to help local communities gain a better understanding of their finances. In March 2021, LeadingResponse announced a long-term strategic collaboration with AFEA, highlighting an expansion of its engagement capabilities.