This secure website is designed specifically for members of the Association of Financial Educators (AFE).
At the Association of Financial Educators, we offer you access to qualified prospects by positioning you as an educator in your community and field, rather than just another “salesman.” Our task is to pair you with local companies, groups, organizations and entities who are interested in providing financial workshops for their employees. By matching the two of you together, we allow you to do what you do best: provide sound financial advice and build and nurture relationships while growing your practice with a new clientele base.
Our company will get you in front of the masses rather than prospecting on an individual basis. Our workshops are advertised from an educational standpoint with no selling or mention of any specific products. Every attendee receives an opportunity for a complimentary one on one consultation at your office where you can then further educate and advise them on their personal finances and take the relationship from prospect to client.
We take the hassle out of traditional seminars for you: no mass mailings, no room rentals, no catering. We simply find you the interested audience and provide you with all of the workshop materials you need.
Keeping it simple is what works and what we’re all about.