What we do and why it matters
With nearly 11 years of experience in the non-profit financial education industry, we know just what you need.
AFEA is a national, 501(c)(3) non-profit organization. We offer financial education to the general public, taught by our qualified and trained Instructors. These Instructors are also known as Chapter Presidents, and some chapters have additional members called Sub-Agents or Chapter Directors. We have 160+ chapters all over the nation, with over 200 Instructors. We offer a plug-and-play, turn-key program for qualified financial professionals. Let us handle everything from finding and booking a venue or setting up your webinar, to arranging your marketing, providing you with courses to teach, training to teach them, and follow-up after each event from a dedicated team member.
In our industry, we know what is working and what is not, and we want to make it easy for you to make our program work for you. After years of testing markets all over the country, then gathering and analyzing that data, we are confident in our ability to handle the proper setup and execution of all of your one-to-many financial education ventures. Best of all, you can do all of this through a trusted, 501(c)(3) non-profit organization.
Our History
AFEA was created out of need, both for the general consumer and financial professionals. In a time of uncertainty, 2011, our founder and CEO, Rick McClanahan was called to bring together the best of many past experiences in the financial education realm while adding a turn-key, customer service oriented spin to his version of a financial education platform.
Our program is like no other out there. We are membership driven, therefore we are very invested in your success as a professional. We hope that we can be the ones to change your practice forever like many of our long-time members.
Our Chapter Development Team
Our Chapter Development team is here to answer any questions you might have about the program. Our job is to recruit, interview, qualify, and train motivated financial professionals to become AFEA Instructors. Our Chapter Development Specialists are always available by appointment, and will assist you with all of your onboarding, training, and compliance needs during our Onboarding & Training process.
Katherine Lesch
CEO
Holly Taylor
Director of Chapter Development
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!
@fin.ed.grls
