• With the most experience, the most data, and tried and true adaptable processes...

    We are the non-profit, financial education professionals

    Let us guide you to success, step-by-[proven]-step!

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Our Services

All of the services listed below are accessible to every AFEA Instructor as part of their membership. As a member, your satisfaction is of the upmost importance to us. We believe that you will find all of our services to be top-notch and unlike those of similar programs who claim to offer the same experience.

Market Research

Let us provide you with some confidence in your area before committing to our program. Get a detailed Territory Analysis Report.


We make sure that you're prepared to represent AFEA. Leave nothing to chance with our comprehensive training process.

Event Planning

Don't let "dirty-work" get in your way. We 'll take care of that for you, so you can focus on live event execution.


Let us get to know you better so that we can tailor our program to suit your practice and preference.

Marketing Setup

Plug-and-play marketing strategies right at your fingertips! We'll set everything up for you. 


Content Creation

Never worry about creating additional courses, forms, or handouts. We have you covered with up-to-date materials.

Event Follow-Up & Analysis

What could you be doing differently? We know! Let us help you improve your next event!


You don't have to do any of this alone. We are invested in your success, so access to coaches is imperative in our program.

Who Are We ?

About Us

Since 2011, AFEA has been one of the fastest growing non-profit financial wellness programs in the country! Our unique, no-selling approach, coupled with strategic alliances will change the way you think about financial education! As an IRS approved 501(c)(3) non-profit, our mission is to empower Americans to take control of their finances by providing local communities with unbiased financial education.

The AFEA Alliance is comprised of a very diverse and growing membership of licensed professionals. AFEA members all share the same goal, which is to provide the highest level of financial education available in order to help people better understand their finances. Our instructors work as: 

  • Financial Advisors
  • Attorneys
  • CPA's
  • Property and Casualty
  • Realtors
  • Mortgage Specialists
  • Insurance Specialists
  • Health and Wellness Professionals
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Classes Taught


Years Experience

From live classes to online webinars, get the most comprehensive program at the most

Affordable Price

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See AFEA from a different point of view!

Follow our Co-CEOs, Katherine Lesch & Kaeleen Bruce on Instagram 

as they lead Agents and Advisors to SUCCESS using non-profit education and event-based marketing!