Overview
What is Association For Financial Counseling And Planning Education?
The Association for Financial Counseling and Planning Education, located in Westerville, Ohio, is a dedicated nonprofit organization. Its primary mission is to enhance the professional development of financial educators, practitioners, and researchers worldwide. This is achieved through various means, including hosting presenters, offering essential courses, and running a professional development program. The association also publishes quarterly newsletters and a semi-annual research journal to share knowledge and insights. Their ultimate goal is to improve economic well-being for individuals and families globally by certifying, connecting, and supporting a diverse community of capable financial professionals. With a team of 16 dedicated individuals, AFCPE plays a significant role in fostering financial literacy and resilience.
Official website here: www.afcpe.org
What are the reviews and ratings of this charity?
Rating from Charity Navigator: 90% - Four-Star out of Four Star rating.
The Association For Financial Counseling And Planning Education has received a strong rating of 90%, indicating a high level of accountability and financial health. The organization boasts a fully independent board, with 100% of its members being independent, which is a significant strength as it ensures unbiased decision-making. The financial oversight is robust, highlighted by perfect scores in various categories such as audit and oversight, material diversion of assets, and document retention policies.
However, one noted limitation is the absence of a whistleblower policy, which has resulted in a score of zero in that category. While this does not immediately affect the organization's overall rating, it may raise concerns regarding transparency and reporting mechanisms for employees or volunteers. The program expense ratio of 68.59% indicates that a substantial portion of their expenditures is directed towards programs, showcasing their commitment to their mission, although there is room for improvement to fully utilize their resources.
This AI summary has been generated from information found on Charity Navigator.
Is Association For Financial Counseling And Planning Education legitimate?
Association For Financial Counseling And Planning Education is a legitimate nonprofit organization registered as a 501(c)(3) entity. Association For Financial Counseling And Planning Education submitted a form 990, which is a tax form used by tax-exempt organizations in the U.S., indicating its operational transparency and adherence to regulatory requirements. Donations to this organization are tax deductible.
Heare are some key statistics you may want to consider:
Executive Compensation: $240,843
Professional Fundraising Fees: $0
Other Salaries and Wages: $637,675
For more financial information, click here
Official website here: www.afcpe.org
What is the mission statement of Association For Financial Counseling And Planning Education?
The Association for Financial Counseling and Planning Education (AFCPE) is committed to enhancing the professional development of financial educators, practitioners, and researchers worldwide. Their mission is to improve the economic well-being of individuals and families by providing certification programs, meetings, workshops, roundtables, and an annual conference. AFCPE ensures the highest level of knowledge, skill, and integrity in the personal finance profession by certifying, connecting, and supporting diverse and capable professionals who serve communities globally. AFCPE's member services include hosting professional development presenters, offering essential courses, and running a professional development program. They also publish quarterly newsletters and a semi-annual research journal.
Official website here: www.afcpe.org
Who is the CEO of Association For Financial Counseling And Planning Education?
Rachael Deleon is the Past-President of Association For Financial Counseling And Planning Education.
Official website here: www.afcpe.org
What is the revenue of Association For Financial Counseling And Planning Education?
Association For Financial Counseling And Planning Education's revenue in 2022 was $2,815,914.
Official website here: www.afcpe.org
Who are the executives of Association For Financial Counseling And Planning Education and what are their salaries?
The average compensation at Association For Financial Counseling And Planning Education during 2022 was $54,907. There are 16 employees and 26 volunteers at Association For Financial Counseling And Planning Education.
Here are 15 key members and their salaries:
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Official website here: www.afcpe.org
Where can I find the form 990 for Association For Financial Counseling And Planning Education?
Association For Financial Counseling And Planning Education's most recent form 990 was submitted in 2022 and can be accessed here.
Official website here: www.afcpe.org
Learn more at the official website: www.afcpe.org
Mission Statement of Association For Financial Counseling And Planning Education
The Association for Financial Counseling and Planning Education (AFCPE) is dedicated to enhancing the professional development of financial educators, practitioners, and researchers globally. Their mission is to elevate the economic well-being of individuals and families worldwide by upholding the highest level of knowledge, skill, and integrity among personal finance professionals. AFCPE achieves this by certifying, connecting, and supporting a diverse pool of capable professionals who serve communities worldwide.
In pursuit of this mission, AFCPE offers a variety of resources. They provide professional development opportunities through certification programs, meetings, workshops, roundtables, and an annual conference. These events equip financial educators with the necessary tools and knowledge to effectively assist individuals and families in managing their finances. Moreover, AFCPE supports its members by hosting professional development presenters, offering essential courses, and providing a comprehensive professional development program.
In addition to these services, AFCPE maintains communication with its members through quarterly newsletters and a semi-annual research journal. These publications showcase the latest research and trends in personal finance, enabling members to stay informed and up-to-date in their field. By providing these resources and opportunities, AFCPE plays a crucial role in empowering financial educators and professionals to improve the financial stability and well-being of individuals and families around the world.
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Impact
October, 2024
The Association for Financial Counseling and Planning Education (AFCPE) significantly enhances the economic well-being of individuals and families globally by providing professional development opportunities tailored for financial educators, practitioners, and researchers. Through its comprehensive certification programs, workshops, meetings, and an annual conference, AFCPE fosters a community of knowledgeable and skilled professionals dedicated to empowering their communities.
By offering member services that include essential courses and professional development programs, AFCPE ensures that financial counseling and education are delivered with the highest standards of knowledge and integrity. The organization also actively contributes to the field by publishing quarterly newsletters and a semi-annual research journal, which disseminate valuable insights and findings.
Through these initiatives, AFCPE not only supports the continuous growth of financial professionals but also plays a vital role in improving financial literacy and access to financial services, thereby driving positive change in communities worldwide.
This information is meant to be a general summary of Association For Financial Counseling And Planning Education. Please take the time to review official sources before making any decisions based upon the content provided here.
Financials
This financial information is from Propublica.
Other financial information:
This information is from the most recently submitted tax form from this organization, which was in 2022.
- Investment Income: $65,451
- Program Service Revenue: $1,879,322
- Gross Receipts: $2,815,914
Assets and Liabilities:
- Total Assets: $3,513,341
- Total Liabilities: $765,663
- Net Assets: $2,747,678
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Programs
Programs are reported by nonprofits in their tax forms and are normally their tax-exempt activities.
CERTIFICATION PROGRAMS
Revenue
$788,347
MEMBERSHIP DUES & SERV
Revenue
$589,892
CONFERENCE & COURSE RE
Revenue
$501,083
Organization Details
Founding Year
2009
Phone
(614) 368-1055Principal Officer
Rachael Deleon
Main Address
79 S STATE STREET D3, WESTERVILLE, OH, 43081
Website
www.afcpe.orgNTEE Category
Code: S05 - Community improvement
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